TIP305: THE STRUCTURAL IMPACT

W/ GEORGE GAMMON

12 July 2020

On today’s show, we talk about the structural impact COVID is having on the global economy. The show covers comments from George Gammon, Ray Dalio, and Jeff Gundlach.

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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.

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

Intro  00:00

You’re listening to TIP.

Preston Pysh  00:01

On this week’s episode of The Investor’s Podcast, we have real estate experts and macroeconomists, George Gammon.

During the show, George and I talk about the structural impact that COVID is having on the American real estate market and infrastructure. In the second half of the show, we bring you important clips from billionaires, Ray Dalio and Jeff Gundlach. Ray talks about the limits of central banking intervention and how people might want to position themselves based on those extreme policies. And then, billionaire Jeff Gundlach talks about his opinions on the potential for a V-shaped recovery.

As a final note, Stig was out of town and wasn’t able to join me for the interview, but he’ll be back with us again next week. We’re covering a lot of territory on today’s show, so let’s go ahead and hop to it.

Intro 00:47

You are listening to The Investor’s Podcast, where we study the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected.

Preston Pysh  01:07

Hey everyone, welcome to The Investor’s Podcast. I’m your host Preston Pysh, and with me, George Gammon. George, welcome to the show! Thrilled to have you! I’ve been watching your Twitter feed and your videos from afar, so it’s kind of exciting to have you here.

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