I’ve written two relatively recent articles on the economy. The first summarized Lauren Baker of ITR Economics keynote address at BPCON 22. She concluded that signs point to a potential soft landing in the economy—the aversion of disaster. Great news!
Or not.
I discussed the potential that the throttling of commercial credit markets could crash-land this p ... Show More
Jun 2022
611 - What Could RE & the Titanic Have in Common?
When the economy faces a dire situation, you may ask yourself how to move forward as an investor, if the market is indeed unsinkable, or if it goes deep down like the Titanic. There's no certainty in real estate and things can happen, so be open-minded and listen to this episode ... Show More
12m 36s
Oct 2023
From Market Instability to Media Influence: A Comprehensive Analysis with Herb Greenberg
<p>Will the market crash? How are inflation, AI mania, and reshoring in America shaping our financial future? These are just a few of the complex dynamics that we tackle with our guest, Herb Greenberg. Herb, a seasoned financial analyst, helps us make sense of the increasing mark ... Show More
46m 57s
Sep 2023
Oaktree's Wayne Dahl on Credit Markets Right Now
In theory, the Federal Reserve operates by tightening the supply of credit. Or at least making it more close. Yet so far, despite the rate hikes, the economy has remained resilient. And credit spreads have remained surprisingly tight. So what's going on? Where are the risks? Why ... Show More
36m 13s
Jan 2024
What’s In Store for 2024? Bitcoin, Home Buying, and Kiyosaki’s $1.2 billion in debt
#481: Predicting the stock market is a terrible idea.
But we can look at economic indicators and upcoming events to get a big-picture, 30,000-foot view of where our economy might be heading in 2024.
In today’s episode, we explore what’s in store for 2024.
We talk about the recent ... Show More
34m 2s
May 2018
Euro Weakness vs. Dollar Strength with Rosenberg
Jeff Rosenberg, BlackRock Chief Fixed Income Strategist, says his EM view has changed quite a bit in the past few months.Stefan Selig, BridgePark Advisors Managing Partner & Former Under-Secretary of Commerce for International Trade, says it makes no sense to think of our trade d ... Show More
35m 25s
Dec 2022
State of Play: Inflation, Recession Signals, and the Housing Market — with Mark Zandi
Mark Zandi, the chief economist of Moody’s Analytics joins to discuss the economy, including geopolitical uncertainty, the housing market, and why he’s not all that concerned about a possible recession. Follow Mark on Twitter, @Markzandi.
Scott opens with his thoughts on investin ... Show More
39m 43s
Mar 2024
BTC172: Macro Outlook Q1 2024 w/ Luke Gromen (Bitcoin Podcast)
In this episode, Luke Gromen navigates through Berkshire's $167.6B cash, his 2023 market optimism, US liquidity measures, and escalating real estate loan concerns. He discusses inflation's return, unemployment trends, interest rates, and Bitcoin's impact on energy. The dialogue a ... Show More
1h 11m
May 2022
7: The Economic “Power Shift” Happening in 2022 w/Planet Money’s Stacey Vanek Smith
Gas prices, unemployment rates, and home sales have been headlining topics for the past two years. Every other day we’re hearing about a record surge in a certain type of asset, leaving many investors wondering when this market madness will come to an end. To help us understand a ... Show More
1h 1m