WILL DONALD TRUMP BECOME THE NEXT PRESIDENT?
Market Mondays
EYL Network
5.0 • 4.1K Ratings
🗓️ 13 September 2023
⏱️ 10 minutes
🧾️ Download transcript
Summary
In this video, we dive into the possibilities and probabilities surrounding Donald Trump's potential return to the presidency. Analyzing political landscapes, public opinions, and historical patterns, we aim to provide a comprehensive overview.
Join the discussion and share your thoughts in the comments below. #DonaldTrump #PresidentialRace #PoliticsToday
Link to episode:
https://youtu.be/F5LxuUoMLAQ?si=3qhHrRrtnwxGGQSa (https://youtu.be/F5LxuUoMLAQ?si=3qhHrRrtnwxGGQSa)
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Transcript
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| 0:00.0 | is the urban doom loop the next economic threat or is the threat over height and what stocks |
| 0:10.1 | do you like in the space to invest in? So the urban doom loop is like all the big corporations |
| 0:16.3 | downsizing the buildings I mean even during COVID I think James Altershire was like hey New York |
| 0:22.0 | is going to collapse and everyone's going to move out and while some people moved and of course |
| 0:27.7 | some hedge funds of course relocated to Florida for the most part big cities are doing okay. |
| 0:33.7 | I don't think that this is the next big threat and I would say it's slightly over height but |
| 0:38.5 | you do have to take a consideration that Salesforce and Indianapolis is downsizing and there's a |
| 0:43.6 | bunch of companies and Memphis that are downsizing LA has been falling apart in a commercial space |
| 0:50.4 | since 2020 so I think we're just getting to the correct levels what we should be I think people |
| 0:55.9 | overdeveloped too fast too quickly we talked about it before in 2020 2021 like Google has shut |
| 1:04.7 | down some of their office spaces and meta has downsized some but I think we're just getting to |
| 1:10.7 | the correct valuations of what we should be we're going to correct metrics for how much space is |
| 1:15.6 | so how much space each of these companies really need if you're going to invest in the space I would |
| 1:20.1 | be long Google long meta I would be long on CRM as well so those are like the three that I think |
| 1:28.4 | even if they downsize that the margins on the company are so good they are still going to thrive |
| 1:35.2 | and of course we'll talk about it later but BlackRock and Blackstone I told us the stock club yesterday |
| 1:41.8 | but if you are a real estate investor about 2035 you're a number one competitor are they're going to |
| 1:48.0 | be BlackRock Blackstone and Vanguard very soon you'll see Vanguard start to acquire some of these |
| 1:53.1 | properties as well and we've already heard the talks of mixed use in a company potentially like |
| 1:59.3 | have an office space on a lower level and then residents are in as above and you have a grocery |
| 2:05.6 | shopping all like the middle tiers I think that is going to get sped up especially if we see a slowing |
| 2:13.1 | and we get a lot more exposure to the issues that are happening in China with Evergrande we'll talk |
... |
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