Motley Fool Money
The Great Lag
Oct 15, 2023
Ben Miller, co-founder and CEO of Fundrise, brings his expertise in real estate investment to the conversation. He delves into how the Federal Reserve's slow actions impact the economy, highlighting the risks and opportunities arising from current market dynamics. Miller discusses the implications of rising interest rates on commercial real estate and how AI is reshaping investment strategies. He also shares insights on navigating the complexities of private vs. public investment in an innovative tech landscape, signaling a hopeful outlook for recovery.
25:42
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Quick takeaways
- The lag effect in monetary policy leads to a delayed economic impact and inflation may decrease more than projected.
- The democratization of venture capital allows individuals to invest in AI and other tech companies, expanding opportunities for private market investments.
Deep dives
The Great Deleveraging and the Impact of Higher Interest Rates on Debt
The podcast discusses the concept of the great deleveraging, which refers to the excessive debt buildup resulting from zero interest rate policy and quantitative easing. As interest rates rise, individuals and companies are facing challenges in paying down their debt, which leads to a reduction in leverage in the system. This deleveraging process has the potential to impact trillions of dollars in debt. The podcast suggests that higher interest rates and the great deleveraging may have a more significant impact on the economy than initially anticipated.
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