Beware Of The Inflation Soft Landing

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 1 February 2023

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

This is one of the best inflation episodes ever. We discuss tons of mental models about how to think about investing.

We also discuss the meltdown right before our eyes, which no one seems to be noticing. And once again real estate.

Lastly, we share some advice for one of the best sage investors that even Warren Buffett cannot avoid reading.

For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-soft-landing-473

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Douglas Heagren | ProCollege Planners

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Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.0	Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.0	Hello, Smart Money Tree podcast listeners. Welcome to this week's show. My name is Kirk Chisholm and I'll be your host. Today I am joined with my good friend Doug Hagerin. Hey Doug.
0:18.0	Hey, Kirk. How you doing today? Happy Friday to you and
0:21.6	hope everything's going well for everybody out there listening today. We got lots to talk about today,
0:25.7	Doug. We just got the GDP number out, which is interesting. We also have some new news on the
0:32.2	real estate front. So, oddly enough, I think it was last week. We saw a bunch of news reports come out about real estate funds freezing withdrawals.
0:43.2	And these aren't just any real estate funds.
0:45.7	These are KKR, Blackstone, we've got Starwood, and I think those are the big three that we found.
0:55.2	So what are your thoughts on this,
1:00.6	Doug? It's two sides, right? It's number one, we've got issues in real estate. I mean,
1:05.5	real estate is very sensitive to interest rate numbers, but a lot of times the real estate that we're talking about here is commercial real estate, which is not only tied to real
1:09.3	estate numbers, I'm sorry, to interest rate numbers
1:11.5	like residential, but it's also tied to supply and demand issues. If you take a look at what
1:16.6	has gone on on both fronts, since COVID, we've had a lot of places that have decided to not
1:22.6	use commercial real estate the way it was pre-2020, right? A lot of people are working out of their
1:27.8	homes. A lot of companies, at least at the time, said we're not going to go back to the level of
1:32.5	real estate and usage that we had previously. So there's been a lot of pressure on triple
1:37.5	net commercial types of real estate investments, but there's also the pressure on the
1:42.6	residential real estate investments, because
1:45.3	obviously we're having a significant decline in the valuation, not really necessarily the valuation
1:50.6	per se. That's a secondary effect of the stall and the transactions that are going on in
	...

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