The Exchange Data Delusion?, The View from Vanguard, and Health of Housing 10/27/23
Oct 27, 2023
Vanguard CEO Tim Buckley discusses his approach to the market as the world's second-largest asset manager. The CEO of Tri Pointe Homes provides insights on how homebuilders are navigating the high-interest-rate environment.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 4min
State of Growth, Inflation, and Systemic Risks in the Economy
04:04 • 12min
Data Center Migration, Office Expansion, and Tri-Point Homes' Performance
16:05 • 4min
Addressing the Housing Shortage
19:43 • 5min
Investing Debate, Stock Market Updates, and Israel's Fortified Hospital
24:36 • 3min
Blinken's Meeting with China's Top Diplomat and AI Risks
27:36 • 6min
Buyers and Sellers in the Oil Industry and the Performance of the 60-40 Portfolio Strategy
33:18 • 3min
The Importance of Staying Invested
36:25 • 6min
Vanguard Investment Strategy and Investing in Muni Bonds
41:59 • 6min