We Need A Big Drop In Interest Rates To Fix The Commercial Real Estate Problem

The Julia La Roche Show | We Need A Big Drop In Interest Rates To Fix The Commercial Real Estate Problem | Jonathan Treussard @TheJuliaLaRocheShow | Uploaded June 2024 | Updated October 2024, 1 day ago.
Economist and investor Jonathan Treussard, founder of Treussard Capital Management, a Registered Investment Advisor, joins Julia La Roche on episode 176 to discuss the current state of the economy and markets and whether or not we are in bubble territory.

Link:
treussard.com/julia

Timestamps:
00:00 Intro and welcome Jonathan Treussard
00:52 Macro view, confusing data, too much volatility
04:11 Wealth inequality
05:33 AI
06:33 Is the economy healthy?
07:55 Money illusion
10:07 Bubbles and assessing market valuations
14:36 Geopolitics
17:50 Middle class
19:50 From musician to economist
27:15 Changing perception of America
30:34 Market risks: Nvidia, CRE, Private Equity, and Private Credit
36:00 Banking system
38:33 Concerns about CRE and private credit
41:37 Making decisions under uncertainty
45:12 Parting thoughts

#economy #stockmarket #investing

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$The Bulls Are No Longer In Control — What Markets Are Signaling | Tom McClellan Tom McClellan, editor of The McClellan Market Report, and a prominent figure in the field of stock market analysis and technical analysis, joins Julia La Roche on episode 193 to share his views on the economy and markets in a presentation of charts. ✨ This episode is sponsored by Public.com. Lock in your 6.9% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investing involves the risk of loss, including loss of principal. Brokerage services for US Listed and registered securities, options and Bonds in a self-directed brokerage account are offered by Public Investing. ETFs, options and Bonds are available to US members only. *A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 fractional investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/23/2024. A bond’s yield is a function of its market price, which can fluctuate, and a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. While corporate bond yields should fall in reaction to a Federal Reserve rate cut, we cannot know whether that will be true of the bonds in the Bond Account, how quickly bond yields will respond, or how much they will decline. Public Investing charges a markup on each bond trade. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Fractional Bonds also carry risks including liquidity risk, interest rate risk, credit risk, inflation risk, and potential tax liabilities. Read more about the risks associated with fixed income and fractional bonds and learn more about the Bond Account at https://public.com/disclosures/bond-account. Timestamps: 0:00 Welcome back Tom 1:00 Where we are today in the markets 2:00 McClellan Oscillator showing the bulls are no longer in control 6:30 Presidential Cycle Pattern 10:50 Liquidity 12:40 Gold 20:29 Japanese Yen 22:00 Mexican Peso 23:25 Gold 25:25 Dollar 31:40 McClellan Oscillator explained, signaling an overbought and bearish condition in the markets 33:16 Are recession signals flashing in the market? 36:00 Demographics 38:27 Market timing 40:41 Federal Reserve is 13 months overdue for cutting 43:00 Presidential Cycle 46:29 Parting thoughts Links: https://www.mcoscillator.com/ https://twitter.com/McClellanOsc #stockmarket #gold #technicalanalysis$

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