Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17 
 Introduction 
 00:00 • 2min 
 Is the World Going to Change Opposition Overnight? 
 01:38 • 6min 
 Is There Better Clarity Today Than in the GFC? 
 07:23 • 3min 
 Banks Can't Sell at Losses 
 10:26 • 4min 
 Is It Marginal Real Estate or Is It Marginal Because of Capital Market Abnormalities? 
 14:14 • 3min 
 What's the Difference Between CPI and Personal Consumption? 
 16:50 • 6min 
 The Fed Needs to Create Unemployment 
 22:24 • 4min 
 Is the US Consumer Still in a Position to Survive a Recession? 
 25:57 • 5min 
 Is the Workweek Going to Get Shorter? 
 30:35 • 4min 
 Building Office Space Is a Tough Sector 
 34:20 • 3min 
 Is There Demand for Class a New Product in Manhattan? 
 36:51 • 3min 
 The Industrial Investment Thesis 
 39:50 • 4min 
 The Good News for Retail 
 43:58 • 2min 
 Retail and Hospitality Are Both Showing Very Good Fundamentals Right Now 
 46:09 • 6min 
 Do You Want a Lot of Demand in a Market? 
 51:49 • 3min 
 What's Going to Happen to the Fed in 2023? 
 55:14 • 3min 
 The Iowa Caucuses Are a Year and Three Days From Today 
 57:56 • 3min 


