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Have you ever wondered how to read market cycles as an LP or felt unsure about when to stay

on the sidelines versus when to deploy capital.

In this episode of the passive income playbook on the best ever CRE show, we're breaking it all

down with one of the most experienced past investors I know in the game.

I am your host, Pascal Wagner, and today we're joined by Jeremy Roll, a full-time past investor since

2002,

with active investments in over 60 deals across nearly every asset class. He's known online

for his deep macroeconomic research, his conservative approach and his long-term thinking,

and he's even stepped away from several different asset classes as of 2015.

So if you've ever wanted a better understanding of market timing or how to improve your

investment decisions or how to just learn from another successful professional LP,

this episode is for you. I'm excited to have you on the show today. Welcome, Jeremy.

Thank you for having me. I really appreciate. I hope this is helpful for everyone who's listening.

Thanks for joining us. Yeah. So, you know, there are a couple thoughts. You said, you know,

this market feels a lot about, feels a lot like 2006, 2007. And I really want to get into your macroeconomic,

kind of like where you see the market being today. But first, I would love to go back and

talk about how you got here. And so I'd love for you to kind of start out with, how did you

...