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


