We Need A Big Drop In Interest Rates To Fix The Commercial Real Estate Problem | Jonathan Treussard
4.4 هزار بار بازدید -
3 ماه پیش
-
Economist and investor Jonathan Treussard,
Economist and investor Jonathan Treussard, founder of Treussard Capital Management, a Registered Investment Advisor, joins Julia La Roche on episode 176 to discuss the current state of the economy and markets and whether or not we are in bubble territory.
Link:
https://www.treussard.com/julia
Timestamps:
00:00 Intro and welcome Jonathan Treussard
00:52 Macro view, confusing data, too much volatility
04:11 Wealth inequality
05:33 AI
06:33 Is the economy healthy?
07:55 Money illusion
10:07 Bubbles and assessing market valuations
14:36 Geopolitics
17:50 Middle class
19:50 From musician to economist
27:15 Changing perception of America
30:34 Market risks: Nvidia, CRE, Private Equity, and Private Credit
36:00 Banking system
38:33 Concerns about CRE and private credit
41:37 Making decisions under uncertainty
45:12 Parting thoughts
#economy #stockmarket #investing
Link:
https://www.treussard.com/julia
Timestamps:
00:00 Intro and welcome Jonathan Treussard
00:52 Macro view, confusing data, too much volatility
04:11 Wealth inequality
05:33 AI
06:33 Is the economy healthy?
07:55 Money illusion
10:07 Bubbles and assessing market valuations
14:36 Geopolitics
17:50 Middle class
19:50 From musician to economist
27:15 Changing perception of America
30:34 Market risks: Nvidia, CRE, Private Equity, and Private Credit
36:00 Banking system
38:33 Concerns about CRE and private credit
41:37 Making decisions under uncertainty
45:12 Parting thoughts
#economy #stockmarket #investing
3 ماه پیش
در تاریخ 1403/03/24 منتشر شده
است.
4,493
بـار بازدید شده