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The podcast discusses the impact of economic data and earnings season on the stock market. Topics include inflation numbers, earnings reports of companies like Twilio and Lyft, Nvidia's investments, international real estate market insights, and stocks on the hosts' radar including Fresenius and Home Depot.
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Quick takeaways
- Germany's residential market grew while Hong Kong faced deflationary pressures in the property market.
- American Tower is expected to see positive growth in 2024 due to the rollout of 5G network spending and convergence between cell towers and data centers.
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Global Real Estate Performance
Germany's residential market saw significant growth, while Hong Kong faced deflationary pressures leading to lower property values. Office sectors in Europe and Asia had better performance compared to North America due to cultural factors and higher demand. The US office market underperformed due to consolidation of telecom companies. However, logistics and industrial sectors in Europe saw strong demand and limited supply, making them attractive investment opportunities.
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Listen to the best highlights from the podcasts you love and dive into the full episode