Investing Opportunities in Transforming Office Space
We’ve got a lot of space. And a whole lot of it is unused in office buildings, city centers, and shopping malls. We also need a lot of space for multifamily housing, data centers, and warehouses. Is t...
18 Jun 202227min
Market Whiplash, Emerging Trends, and Battling Tech Giants
The Fed raises interest rates as the S&P 500 heads for its worst week since March 2020. (0:30) Ron Gross and Maria Gallagher discuss: - Stocks rallying on Wednesday afternoon only to fall on Thursday ...
17 Jun 202239min
Shrinkflation, Balance Sheet Strength, and VR's Potential in Healthcare
"Who has pricing power?" may be a less relevant question these days. (0:25) Jason Moser discusses: - The strength of a company's balance sheet becoming more important - Increasing data that customers ...
16 Jun 202226min
0.75 Rate Hike Gets Thumbs-Up From Investors
The Federal Reserve raised interest rates three-quarters of a percent, the biggest hike since 1994. (0:25) Ron Gross discusses: - The positive reaction in the stock market - Prospects for much lower i...
15 Jun 202222min
Easy Money, Government Stimulus, Speculative Boom: Lessons from The Great Depression
Most eyes are on the Federal Reserve in advance of (we assume) another interest rate hike. (0:25) Bill Mann discusses: - What he's watching in the market - Where he's been putting his money to work an...
14 Jun 202230min
Bear Market Officially Arrives
The S&P 500 officially entered bear market territory. (0:25) Jason Moser discusses: - The pain investors (including us) are feeling - Why he recommends putting cash to work slowly - DocuSign's latest ...
13 Jun 202228min
Crypto Crashes, Bitcoin’s True Believers, and Web3
PJ Vogt has been following Bitcoin since it was worth $10. Maybe less. He didn’t buy in, and is more than happy to keep following the story. Vogt is the host of the new limited-series podcast “Crypto ...
12 Jun 202235min
Energy Investing 201: Relentless Demand, Uncertain Supply
Earth’s population continues to grow and energy needs are struggling to keep up with worldwide demand. Nick Sciple and Jim Gillies dive into the macroeconomic forces creating an energy crunch, where t...
11 Jun 202227min
