))
A Big Week, FinTech Bubble 2.0 & A Bezos Mentorship
Manage episode 399539731 series 3011024
Contenu fourni par Chris Naghibi & Saied Omar, Chris Naghibi, and Saied Omar. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Chris Naghibi & Saied Omar, Chris Naghibi, and Saied Omar ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
With this weekly cadence, the boys have a jam packed episode of data and things to challenge your perspective about what's going on in the market. They hit CRE and office prices, the yield curve inversion, corporate debt defaults and even a theoretical Tech Bubble 2.0 discussion. Lots of charts, lots of fun and all The Higher Standard you can handle.
Sponsored By Transcend Company:
TRANSCEND your goals! With a telehealth physician directed personalized treatment plan you can get a PERSONALIZED PLAN for Peptide Therapy, Hormone Replacement Therapy, Cognitive Function, Sleep & Fatigue, Athletic Performance and MORE. Their online process and medical experts make it simple to find out what’s right for you. Click the link and start today: http://www.transcendcompany.com/THSP
Resources:
Key events this week (Kobeissi Letter via X)
14% of all CRE loans and 44% of office buildings loans are now in negative equity (Kobeissi Letter via X)
The inventor of Wall Street's favorite recession indicator predicts a slowdown this year - and slams the Fed for making things worse (Business Insider)
Corporate debt defaults soared 80% in 2023 and could be high again this year, S&P says (CNBC)
The S&P 500 is back at a record level for the first time in 2 years (Mohamed A. El-Erian via X)
Fed’s favorite inflation gauge rose 0.2% in December and was up 2.9% from a year ago (CNBC)
Jeff Bezos shares his childhood working on a ranch (MoneyCelebs via YouTube)
Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
202 episodes
Partager
