

34: Race against recession: growth vs. debts in America
Mar 15, 2024
The podcast discusses the US dilemma between growth and debt, exploring scenario planning for future outcomes. They compare debt growth in the 1990s and 2008-2023, analyze factors influencing growth like AI, and delve into positive economic scenarios. The conversation highlights the potential impact of stable oil prices, legal immigration rebound, and navigating economic uncertainty with a focus on real estate investments. They explore positive and negative surprises and their implications on the economy and real estate sector.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Exploring Future Scenarios and Preparedness
01:41 • 2min
Comparing US Debt Growth: 1990s vs. 2008-2023
04:06 • 9min
Driving Productivity Growth and Managing Debt in Economic Scenarios
13:02 • 14min
Analyzing Positive Economic Scenarios in the US
27:15 • 4min
Navigating Through Economic Uncertainty
30:50 • 23min
Exploring Scenarios of Positive and Negative Surprises
53:50 • 6min
Economic Scenarios and Real Estate Investing
01:00:07 • 5min