MiB: Sander Gerber, CEO and CIO Hudson Bay Capital
This week, I speak with Sander Gerber, CEO and CIO Hudson Bay Capital. Hudson Bay is a global, multi-strategy...
Ask the Compound
Fun conversation with Ben Carlson on various ways people make mistakes about Investing, Real Estate and our emotional...
At the Money: The Best Way to Buy a House Right Now
The Best Way to Buy a House Right Now with Jonathan Miller, Miller Samuel (Sept 4, 2024) Buying a house in today’s...
Why the FED Should Be Already Cutting
The Fed held its benchmark Federal-Funds rate steady yesterday at 5.25% – 5.5%, leaving the possibility of cuts in...
Transcript: Sean Dobson, Amherst Holdings
The transcript from this week’s, MiB: Sean Dobson, Amherst Holdings, is below. You can stream and download our full...
MiB: Sean Dobson, Amherst Holdings
This week, I speak with Sean Dobson, chairman, CEO and CIO of Amherst Holdings LLC. The firm manages $16.8 billion in...
CPI Shelter Measures: 6-12 Month Lag
Last month, I mentioned that CPI inflation measures were based on lagging BLS measures of Owners’ Equivalent Rent...
Retail as a Service
Back in the bad old days of mainframes, “Time-sharing” was how computing power and database storage were provided to...
Transcript: Cathy Marcus, PGIM Real Estate
The transcript from this week’s, MiB: Cathy Marcus, co-CEO, global COO of PGIM Real Estate, is below. You can stream and...
60 Minutes on Commercial Real Estate
On Monday, I discussed reasons to be bullish or bearish in 2024. #2 in the bearish list is CRE/WFH: “The...