Podcast and Chill #109
Bond Issues; Currencies and Debt; Pain In Commercial Real Estate
Today’s Cheat Sheet -
Support and resistance levels and our daily, weekly and monthly bias on BTC, ETH, OIL, ES, and NQ as well as our favorite altcoins.
Don’t miss our latest private podcast! Hal and Cletus Discuss What's Driving The Bitcoin Market?
“Preston and James Lavish discuss the horrible US treasury auction and what might be fundamentally causing such perturbations. Additionally, they talk about James' expectation for Bitcoin in 2024 with so much credit impairment looming.”
“In this episode, Stig Brodersen talks with investment expert Lyn Alden about currencies, debt, inflation, and how to invest in an uncertain world.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
Why the bull theses are always more thoughtful and plentiful, and how to account for that
The relationships between debt, inflation, and wars.
How to best take advantage of debt in your portfolio
How capital controls work
How a debt restructuring works in practice
Can technology be so deflationary that the FED can print us to inflation?
The future role of the Euro on the global scene
Whether China is in a balance sheet recession
The pros and cons of Argentina dollarizing its economy.”
“Anthony Dilweg, veteran real estate investor and Founder & CEO and of Dilweg, joins Forward Guidance to share shocking information from the world of commercial real estate (CRE) in general and office in particular. Dilweg, whose firm owns over 5.5 million square feet of real estate, mostly located in the Southeast United States, argues the challenges CRE will contend with may be greater than those faced during the 2008 Great Financial Crisis (GFC). Dilweg’s base case is that office as an asset class is structurally broken as the trends of remote and hybrid work are here to stay. He expects over a billion square footage of U.S. office space will be rendered obsolete in the coming years. With all these challenges notwithstanding, Dilweg is optimistic that there will be great investment opportunities for well capitalized players who can take advantage of market distress. Filmed on November 29, 2023.”