Bloomberg Intelligence

CPI, Euro Equities, The Fed, and Real Estate (Podcast)

Jul 12, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 4min
2
The Softness of the CPI Report
03:58 • 3min
3
How to Pitch Your Boss for a Pay Rake
06:41 • 2min
4
The Importance of Specialization in Insurance
09:03 • 2min
5
The European Markets in the Year to Date
11:33 • 3min
6
The Differences Between Europe and the US
14:14 • 1min
7
The Chinese Reopening Trade and the European Markets
15:43 • 2min
8
The Euro-Over-Year Outlook in Europe
17:45 • 2min
9
The Inflation Print: A Look at the Bond Market
20:04 • 3min
10
Regal's Credit Quality in June
22:51 • 3min
11
The Fed's Next Meeting
25:30 • 2min
12
What's Happening in the Credit Space?
27:10 • 2min
13
The Importance of Inflation Data
29:25 • 3min
14
The Fed's Decision to Price Rates Higher
32:00 • 2min
15
The Fed's July Rate Cut
33:46 • 2min
16
Lionel Messi and Inter Miami
36:00 • 2min
17
The Bifurcation of Commercial Real Estate
37:42 • 2min
18
Hotel Holdings: A Diversified Portfolio
39:59 • 2min
19
The Impact of Airbnb on Commercial Real Estate
42:24 • 2min
20
Peachtree's Private Lending Business
44:39 • 2min
21
The Fed's Expectations for a Low Inflation Report Are Dangerously Strong
46:22 • 3min
22
Joe Biden's Soft Landing Mode
49:11 • 2min
23
The Importance of Valuing Your Storage Company
51:19 • 2min
24
The Fed Is Staying the Course on a 2% Inflation Target, but Wage Earners Will Pay the Price
52:56 • 2min
25
The Impact of Mortgage Rates on the Housing Market
55:11 • 2min
26
The Slowdown in Home Price Affordability
57:19 • 3min
27
The Rise of Single Family Homes
01:00:06 • 2min
28
The Future of Mortgage Rates
01:02:17 • 2min
29
The Rise and Fall of Deepfake Videos
01:04:00 • 3min