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
Introduction
00:00 • 2min
Apple: A Safety Stock for the Future
01:53 • 2min
The Apple Story and the Future of Chip Usage
04:05 • 2min
Apple and the Chinese Consumer in a Tough Time
06:03 • 2min
Howard Hughes Corporation: A General Growth Properties Company
07:59 • 2min
The Howard Hughes Corporation's Five Year View
09:54 • 2min
The Magic Wand to Fixing Home Prices
11:36 • 2min
Terra-Valice in Phoenix: The Future of Residential Development
13:19 • 2min
How to Be a Successful CEO
14:50 • 2min
The Future of Fixed Income
16:28 • 3min
The Fed's $1.5 Trillion Wall of Mature in Commercial Real Estate
19:01 • 2min
The Fed's Rate Cuts
21:06 • 2min
The Volatility of Fixed Income Markets in the Western World
23:04 • 2min
The Dislocations in the Fixed Income Market
24:36 • 2min
Putin's Preference for Re-Election Over the War
26:15 • 2min
The Negative Impact of Western Sanctions on the Russian Economy
28:39 • 2min
The Russian Economy and the Russian People's Preparedness for the Long Term
30:28 • 2min
The Impact of the War on the Labor Markets
32:07 • 2min
Ferrari Eats Mazarati's Lunch
33:56 • 2min
The Equity Story of Carvana
35:31 • 2min
Ford Needs to Refinance a Ton of Debt
37:50 • 2min
The Future of Pricing in the Car Industry
39:33 • 2min
The Rise of EV Startups
41:12 • 2min
Whitestone Reet: How to Deal With the Amazon Pandemic
43:00 • 2min
How to Compete in the Real Estate Market
44:43 • 2min
The Impact of the Pandemic on Real Estate Development
46:49 • 2min
The Resilience of the American Entrepreneur
48:24 • 2min
Design and Make 2023
50:01 • 2min