logo
episode-header-image
Feb 2019
5m 25s

Two Minus One Equals Three

Victor Menasce
About this episode
On today’s show we are talking about the most insane statements to come from economists in recent memory.  I’m acutely aware as I’m sure many of our listeners are, of the unsustainable levels of government debt in the US, Canada, the UK, France, Switzerland, Italy. I could go on.  The justification for the debt is that as long as the interest rates are lower ... Show More
Up next
Yesterday
Changes to Florida's Condo Laws
<p>The Surfside condo collapse in 2021 precipated a number of changes to Florida&#39;s condo laws. The result has been a massive negative impact on condos across the entire state. </p><p>The latest change to the regulations improves the outlook by allowing home owner associations ... Show More
6m 15s
Nov 25
Changing Landlord Rules
<p>We have become accustomed to hearing about legislative changes that advance tenant rights and make it more and more difficult for property owners to protect their properties and indeed run a profitable business. There is nothing that compels investors to make losing investment ... Show More
5m 18s
Nov 24
Unreasonably Short Construction Schedule
<p>On today’s show we are looking at the compressibility of construction schedules. We often hear that projects will take longer and there are all kinds of reasons why they legitimately need to take longer. </p><p>It’s a large site and the site work will take a long time. The uti ... Show More
6m 16s
Recommended Episodes
Oct 2022
Matthew Hornbach: Why U.S. Public Debt Matters
<p>As U.S. Public Debt continues to break records, should investors be concerned by the amount debt has risen? Or are there other, more influential factors at play?</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Matthew Hornbach, M ... Show More
3m 21s
Sep 2023
Andrew Sheets: GDP, Inflation and a Possible Government Shutdown
<p>Corporate credit is likely to continue outperforming, even if downward revisions to GDP, sticky inflation data and a potential government shutdown could mean a less restrictive approach from the Fed.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Mark ... Show More
3m 9s
Jun 2022
Why Inflation's Fallout Is Becoming Increasingly Global
US inflation is at a 40-year high and the UK is effectively in recession as demand slows for Chinese-made goods. Prime Minister Boris Johnson, though addressing the British economy, could have been speaking for the whole world when he said in a recent interview that “we’re going ... Show More
24m 56s
May 2023
Les États-Unis vont-ils faire défaut sur leur dette souveraine?
L’État le plus puissant au monde va-t-il faire défaut sur sa dette souveraine ? C’est ce qui pourrait survenir d’ici à quinze jours si les républicains et les démocrates échouent à trouver un compromis sur un nouveau plafond de la dette. Le suspense sur le dépassement - ou non - ... Show More
4m 5s
Apr 2023
Matthew Hornbach: The Return of Government Bonds
<p>While government bonds have been less than desirable investments for the past two years, the tide may be turning on bond returns.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy for Morgan Sta ... Show More
3m 22s
Mar 2022
Andrew Sheets: The Fed has More Work to Do
<p>The U.S. Federal Reserve recently enacted its first interest rate hike in two years, but there is still more work to be done to counteract rising inflation and markets are watching closely.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Marke ... Show More
3m 19s
Mar 2024
Rate Cut Uncertainty
<p>Our Head of Corporate Credit Research explains why leveraged loans would benefit if bumpy inflation data leads the Federal Reserve to delay interest rate cuts.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, head o ... Show More
3m 22s