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This week Ben Miller Fundrise Co-Founder and CEO joins the show. We begin by discussing the U.S public debt problem as debt to GDP remains elevated over 100%. For the second half of the conversation, we deep dive into the current state of the U.S real estate market focusing primarily on CRE. Enjoy!
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Forward Guidance is sponsored by VanEck.
Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.
VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus.
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Timestamps:
(00:00) Introduction
(00:47) The U.S Debt Problem
(08:25) Private vs Public Debt
(15:02) VanEck Ad
(16:05) Can The U.S Handle Higher Interest Rates Past 2024?
(31:22) Commercial Real Estate & The Debt Duration Reset
(35:26) The Commercial Real Estate Time Bomb
(47:02) State Of The Housing Market
(49:24) Prices Are Not At Distressed Levels... Yet
(56:03) The Bull Case For CRE
(01:05:59) The Real Estate Sector Is Praying For A Recession
(01:07:28) Lending & Private Credit
(01:12:16) What Happens If Rates Stay Higher For Longer?
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
This week Harris Kupperman returns to the show for a discussion on how he is thinking about markets in 2024. Expecting bonds to continue selling off, will equity markets crumble or continue to melt up as fiscal dominance takes the reigns?
Harris then shares his thoughts on some of the best opportunities he is seeing in markets such as oil, gold miners, uranium & more. Enjoy!
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Forward Guidance is sponsored by VanEck.
Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.
VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus.
--
Follow Harris: https://twitter.com/hkuppy
Follow VanEck on Twitter https://twitter.com/vaneck_us
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
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(00:00) Introduction
(01:14) Nobody's Ready For Higher Inflation
(02:59) Will The Fed Cut Rates In 2024?
(05:26) Gold
(09:25) Oil
(17:04) VanEck Ad
(18:07) The Uranium Trade
(30:37) Gaining Gold Exposure vs Owning The Miners
(37:06) The A.I Trade & Investing In Your Circle Of Competence
(39:59) Bitcoin
(42:58) The Bond Market Sell-Off Can Continue
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
