Mr. Neutral Man: Rock Quarries, Hedging, and Lessons From The GFC

Oct 7, 2022

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Hey Guys! Continuing our theme of interviewing anonymous accounts, this week’s guest is @Mr_Neutral_Man. Our conversation focus on Real Estate investing in the Public Markets. He shared with us what are his dream investments, crazy stories about doing on the ground research, what was like to live and invest during the GFC, what is his hedging protocol, why inflation will be more persistent and why we might never see mortgage rates sub 3%.

Check out the time stamp below:

[0:00] Mr. Neutral Investment Thesis.
[8:00] Housing for the Retail Investor.
[13:00] Mortgage Rates: The Three Cap.
[19:00] Doing on the Ground Research.
[30:00] Living and Investing through the GFC.
[47:00] The Fixed Income Collapse
[58:00] Investing in Corporate Debt
[1:10:00] Mr. Neutral’s hedging protocol.
[1:37:00] Inflation will be more persistent.
[1:46:00] More from Mr. Neutral and Closing Questions

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