We Study Billionaires - The Investor’s Podcast Network

TIP314: Thoughts from Ray Dalio, Eric Schmidt, Peter Thiel, & Sam Zell on the Current Economy (Business Podcast)

6 snips
Sep 13, 2020
Guest
Ray Dalio
In this conversation, Ray Dalio, the founder of Bridgewater Associates, shares his perspectives on the shifting economic landscape post-COVID-19. He discusses potential money flows, emphasizing opportunities in real estate and hospitality. Peter Thiel explores how technology reshapes education, while Eric Schmidt highlights concerns about big tech monopolies. Sam Zell raises questions about commercial mortgage-backed securities, suggesting investment opportunities. Their insights offer a fascinating glimpse into the future of finance and the changing dynamics of various industries.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
INSIGHT

Hospitality Industry Competition

  • The hospitality industry is highly competitive, with low switching costs for guests.
  • Sam Zell predicts consolidation and increased dominance of major hotel chains post-pandemic.
INSIGHT

Commoditized Hospitality

  • The hospitality industry's commoditized nature and low switching costs create high competition.
  • Stig Brodersen discusses the potential for consolidation but acknowledges the ease of adding new capacity, unlike the airline industry.
ADVICE

CMBS Market Caution

  • Sam Zell advises caution in the CMBS market, particularly retail.
  • He views retail as a "falling knife" and predicts poor results for investors in CMBS.
Get the Snipd Podcast app to discover more snips from this episode
Get the app