Nir Kaissar
Bloomberg Opinion columnist, founder of Unison Advisors, and long-time investment strategist known for writing on markets, AI, private credit, and macro investing.
Top 3 podcasts with Nir Kaissar
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Sep 6, 2024 • 1h 4min
Nir Kaissar: Economic Sentiment versus Reality - [Making Markets, REPLAY]
Nir Kaissar, founder of Unison Advisors and a prominent economic commentator at Bloomberg, dives into the paradox of strong economic metrics paired with public discontent. The discussion highlights wage stagnation amidst rising corporate profits and the transparency crisis in compensation. Kaissar examines recession indicators and warns about risks in private equity. He also touches on the skepticism surrounding commercial real estate post-pandemic and analyzes the 'Magnificent Seven,' stressing the sustainability of their growth in the current market landscape.
May 10, 2024 • 1h 4min
Nir Kaissar: Economic Sentiment versus Reality - [Making Markets, EP.28]
Nir Kaissar, economic commentator at Bloomberg, discusses the disconnect between economic numbers and public sentiment, indicators of recessions, systemic crisis in Private Equity, the magnificent seven index, and more. Topics include wage stagnation, wealth distribution, government's role in regulation, taxation, retirement planning, economic indicators, risks in private equity, and market sentiment.
Feb 9, 2026 • 1h 5min
It’s Only a Question of When | Nir Kaissar on AI, Private Credit and the Regime Shift Investors Miss
Nir Kaissar, Bloomberg Opinion columnist and founder of Unison Advisors, is a market and macro strategist. He talks about fast Waymo adoption and what it means for transportation. He questions consensus Fed cuts and reads two-year Treasuries as a signal. He explores AI’s stage vs the internet, concentration risks in big tech, private companies staying private longer, and hidden dangers in private credit.
