Episode 3: How to Forecast Interest Rates

Episode 3: How to Forecast Interest Rates

The million-dollar question: how do you forecast interest rates in this unprecedented market? The Wall Street Journal’s go-to expert on interest rate hedging, Carol Ng with Derivative Logic, shares how she forecasts interest rates for her clients and digs into the details of:

  • how headlines move the market;
  • why employment rates don’t tell the whole story;
  • how political instability impacts the yield;
  • how hedging is used in real estate;
  • and more.


GUEST:

Carol Ng, CFA

Managing Director | Derivative Logic

O: 415-510-2100 | D: 303-539-5883

⁠cng@derivativelogic.com⁠ I ⁠derivativelogic.com⁠ | ⁠Book an appointment⁠

Carol Ng is a Managing Director of Derivative Logic. Her prior experiences include assisting commercial real estate firms, regional banks, credit unions, and private equity firms with managing interest rate and FX exposures at both Chatham and Derivative Path. She also spent time at Western Union as part of the capital markets team managing FX risk for their money transfer business.

Avsnitt(12)

Episode 12: Multifamily Assessments Down 25%? What to Expect from 2025 Property Taxes

Episode 12: Multifamily Assessments Down 25%? What to Expect from 2025 Property Taxes

In this episode of the Brinkman Report, host Kevin Brinkman is joined by Matt Poling, a principal at Ryan, to explore the intricacies of property tax assessments in Colorado and the Mountain States ah...

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Episode 11: The Long Game - Investing Through Market Cycles

Episode 11: The Long Game - Investing Through Market Cycles

In this episode of The Brinkman Report, host Kevin Brinkman and guest Chris Nebenzahl discuss the multifamily rental market’s current trends, including a supply-demand imbalance, rising interest rates...

2 Apr 202536min

Episode 10: Supply Surges to Rent Recovery - A Deep Dive into Multifamily Dynamics

Episode 10: Supply Surges to Rent Recovery - A Deep Dive into Multifamily Dynamics

In this episode of the Brinkman Report, host Kevin Brinkman, along with COO Dan Metzger and CFO Peter Yoo, explores the state of the multifamily market, particularly in the Mountain West. They discuss...

27 Feb 202530min

Episode 9: 2025 Outlook - Economic Predictions and Market Insights with Sasha Shtern and Russell Hedman

Episode 9: 2025 Outlook - Economic Predictions and Market Insights with Sasha Shtern and Russell Hedman

In this episode, Kevin Brinkman hosts an insightful discussion with legal expert Russell Hedman and entrepreneur Sasha Stern. They dive into their predictions for the economy in 2025, covering key top...

27 Jan 202552min

Episode 8: Optimism for Multifamily in 2025 - Expert Insights from Marcus & Millichap

Episode 8: Optimism for Multifamily in 2025 - Expert Insights from Marcus & Millichap

In this episode of The Brinkman Report, Kevin Brinkman interviews John Chang, National Director of Research and Advisory Services at Marcus & Millichap, about the multifamily real estate market. They ...

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Episode 7: Real Estate Meets Politics: How Shifting Power Affects the Economy and Your Investment

Episode 7: Real Estate Meets Politics: How Shifting Power Affects the Economy and Your Investment

This month, Kevin welcomes Ian Silverii, host of the Get More Smarter podcast and a prominent figure in Colorado politics. Together, they discuss political shifts in key states, what a supermajority m...

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Episode 6: From Dorm Room Dreams to Commercial Real Estate Titan

Episode 6: From Dorm Room Dreams to Commercial Real Estate Titan

In this episode, we sit down with Marcel Arsenault, a real estate entrepreneur and philanthropist, to hear his incredible journey from making ice cream in his dorm room to becoming one of the largest ...

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Episode 5: Asset Allocation Secrets of Ultra-High-Net-Worth Individuals

Episode 5: Asset Allocation Secrets of Ultra-High-Net-Worth Individuals

In this insightful episode, we sit down with the chair of an exclusive private group for Ultra-High-Net-Worth Individuals (UHNWI) to explore how the wealthiest among us strategically allocate their in...

29 Aug 202439min

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