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