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Nir Kaissar: Economic Sentiment versus Reality - [Making Markets, EP.28]
1时03分45秒
05-10
Episode Summary
Voice Summary:
0:00:00

My guest today is Nir Kaissar. Nir is the founder and portfolio manager at Unison Advisors and one of my favorite economic commentators/columnists at Bloomberg. Today, he joins us for a wide-ranging discussion on the US economy. We start with the disconnect between the strong economic numbers and the sentiment amongst the population. We then cover indicators of recessions, the potential for a systemic crisis in Private Equity, the magnificent seven, and more. Please enjoy this excellent conversation with Nir Kaissar.


For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.

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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.

Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.

Follow us on Twitter: @makingmkts | @ericgoldenx

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


Show Notes

(00:00:00) Welcome to Making Markets

(00:02:07) Exploring Economic Disparities Amidst a Booming Economy

(00:02:53) The Living Wage Crisis in the U.S.

(00:04:30) Unpacking the Wage Stagnation Puzzle

(00:07:12) The Transparency and Productivity Dilemma

(00:09:18) Innovative Solutions for Economic Inequality

(00:12:41) Government's Role in Redistributing Wealth

(00:18:31) Addressing the Retirement Savings Gap

(00:19:26) Debunking Recession Predictions and Economic Indicators

(00:29:10) The Potential Risks in Private Equity and Real Estate

(00:32:55) The Growing Influence of Private Equity

(00:34:55) The Unprecedented Scale of Private Capital

(00:36:28) The Need for Transparency in Private Equity

(00:38:06) Exploring Systemic Risks and Distribution Concerns

(00:40:37) The Changing Landscape of Commercial Real Estate

(00:43:03) Rethinking Bailouts and Sovereign Wealth Funds

(00:46:29) The Debate on Government Intervention and Economic Stability

(00:56:08) Public Securities and the Magnificent Seven

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Next Episode
Corey Kluber: Pitching for Success - [Making Markets, EP.29]

My guest today is Corey Kluber. For those who don’t follow baseball, Corey Kluber was a 3-time MLB all star and one of the great pitchers of the last decade. Today, he takes us on quick tour through his career and what it takes to succeed as an elite athlete. We also talk about the market for athletes, his strong views on childhood athletics, his plans for the future and more. As a Boston resident, it was an honor and privilege to interview a former star from the Boston Red Sox. Please enjoy this episode with Corey Kluber.


For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.

-----

Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.

Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.

Follow us on Twitter: @makingmkts | @ericgoldenx

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


Show Notes

(00:00:00) Welcome to Making Markets

(00:03:16) The Evolution of Youth Sports and Parental Pressure

(00:04:06) College Athletics, Scouting, and the Draft Process

(00:11:53) Navigating the Professional World: Agents and Contracts

(00:16:04) The Impact of NIL on College Sports and Beyond

(00:19:25) Economics of Being a Pro Baseball Player

(00:22:00) The Mindset of a Professional Athlete

(00:24:08) Insights into Player Perspectives and Offseason Dynamics

(00:32:02) Transitioning from Professional Sports to Retirement

(00:33:33) Media Relations and Athlete Narratives

(00:35:04) Improving Baseball's Appeal and Pace of Play

(00:40:27) The Future of Baseball and Labor Relations

Learn more about your ad choices. Visit megaphone.fm/adchoices

42分31秒 2024-05-17
Host
Single Episode:22
05-10