Real Vision: Finance & Investing
Time to Get Ahead of the Downturn? With Ben Miller
Oct 20, 2023
Ben Miller, co-founder and CEO of Fundrise, discusses the market reaction to surging interest rates, the odds of recession, and the Great Lag thesis. Strategies for surviving a real estate downturn, the lag between interest rates and market decline, and being defensive in the current market are explored. The Federal Reserve's actions and the importance of reputation and relationships in the tech industry are also discussed.
37:28
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Quick takeaways
- The bond market is identified as the most important factor driving the economy, with concerns about the impact of increased supply on yields.
- Investing in earlier stage tech companies that are driving innovation and creating the future is emphasized as a valuable opportunity in the current market conditions.
Deep dives
Market environment and bond market control
The podcast discusses the current market environment, with a focus on the bond market and its influence over other aspects of the economy. It highlights the volatility and quick moves in bonds as market participants navigate economic uncertainty and changing views on recession risks. The bond market is identified as the most important factor driving the economy. The discussion also touches on the relationship between supply and demand in the treasury market, with concerns about the impact of increased supply on yields.
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