Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 4min
The Differences Between the US and London
04:19 • 2min
The Characteristics of Selling May and Galway This Year
06:11 • 2min
The Mystery of the Summer Doldrums
08:17 • 4min
The S&P Index and the Yankees Starting Line-Up
11:55 • 3min
The Nifty 50: A Divergence in Leadership
15:05 • 2min
The Importance of Being a Banker
17:27 • 2min
The Best Practice Removed From the Volatility Train Wreck of REITs
19:19 • 2min
The Decline of Office Space in New York
21:18 • 2min
The Decline of Rental Rates in Multifamily Residential
23:17 • 2min
The Price Impact of Regional Banks Backing Commercial Real Estate
25:01 • 2min
Pijum: A Leading Global Asset Manager
26:40 • 3min
The Fed's 10-Month No-Man Land
29:35 • 3min
The Secular Bear Market and the US Equity Market
32:45 • 2min
The Future of Inflation
35:14 • 3min


