TIP305: The Structural Impact w/ George Gammon & Clips from Ray Dalio & Jeff Gundlach (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Investing, Education, Business

4.6 • 3.6K Ratings

🗓️ 12 July 2020

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

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Summary

George Gammon talks about the structural impact that COVID is having on the American real estate market and infrastructure. IN THIS EPISODE YOU’LL LEARN: What COVID is doing to residential real estate in major cities. What COVID is doing to the infrastructure for colleges & commercial real estate. FANG Stocks & central banking policy. Ray Dalio's thoughts on the limits of central banking policy. Ray Dalio's thoughts on where people need to be positioned based on policy. Jeff Gundlach's opinions on a V shaped recover. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Market Wizards Books by Jack Schwagger George Gammon's Website. George Gammon's Twitter. Jeff Snyder Twitter. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Bluehost Fintool PrizePicks Vanta Onramp SimpleMining Fundrise TurboTax Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TI P.
0:03.1	On this week's episode of the Investors Podcast, we have real estate expert and macro
0:06.9	economist George Gammann.
0:08.9	During the show, George and I talk about the structural impact that COVID is having on
0:12.7	the American real estate market and infrastructure.
0:16.1	In the second half of the show, we bring you important clips from billionaires Ray Dalio
0:20.2	and Jeff Gunlock.
0:21.5	Ray talks about the limits of central banking intervention and how people might want
0:25.3	to position themselves based on those extreme policies.
0:28.6	And then billionaire Jeff Gunlock talks about his opinions on the potential for a V-shaped
0:32.8	recovery.
0:33.8	As a final note, Stig was out of town and wasn't able to join me for the interview,
0:37.3	but he'll be back with us again next week.
0:39.3	So we're covering a lot of territory on today's show, so let's go ahead and hop to it.
0:43.9	You are listening to the Investors Podcast.
0:50.1	Where we study the financial markets and read the books that influence self-made billionaires
0:54.4	the most.
0:55.4	We keep you informed and prepared for the unexpected.
1:25.4	So we're going to talk about the real estate and what the implications are in this
1:41.0	COVID world that we're dealing with in this central banking printing bananza.
1:47.3	So as a person who has quite a bit of experience dealing with real estate, not only in the
1:52.1	US, but internationally, I saw a video that you recently posted where you were saying
	...

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