Chapter
Investment Strategies for Post-Pandemic Market
1:03:14 - 1:11:31 (08:16)
The speaker suggests caution in trying to pick a bottom in the post-pandemic market rally as it could lead to losing a lot of money. He recommends investing in real estate and other cashflow positive dividend-paying businesses, rather than focusing on equity price percentage gains.
Clips
The potential risks and opportunities of investing amidst the current coronavirus crisis are discussed, with a focus on managing investment strategies and avoiding losing money as markets fluctuate.
1:03:14 - 1:05:09 (01:54)
Summary
The potential risks and opportunities of investing amidst the current coronavirus crisis are discussed, with a focus on managing investment strategies and avoiding losing money as markets fluctuate.
ChapterInvestment Strategies for Post-Pandemic Market
EpisodeE110: 2023 Bestie Predictions!
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
This podcast discusses an investment strategy that focuses on owning cashflow positive dividend-paying businesses such as Thermo Fisher, K-like 10 core applied materials, and others while avoiding energy due to overcrowding in the market.
1:05:09 - 1:09:05 (03:55)
Summary
This podcast discusses an investment strategy that focuses on owning cashflow positive dividend-paying businesses such as Thermo Fisher, K-like 10 core applied materials, and others while avoiding energy due to overcrowding in the market.
ChapterInvestment Strategies for Post-Pandemic Market
EpisodeE110: 2023 Bestie Predictions!
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The variable rate loans of the commercial real estate in San Francisco have increased to 11-14% coupons from 5-6% which could lead to many companies failing to meet their debt obligations and bankruptcy, resulting in banks owning most of the buildings.
1:09:05 - 1:11:31 (02:26)
Summary
The variable rate loans of the commercial real estate in San Francisco have increased to 11-14% coupons from 5-6% which could lead to many companies failing to meet their debt obligations and bankruptcy, resulting in banks owning most of the buildings. Office towers in San Francisco are currently experiencing a 27% vacancy rate and growing, making it some serious toxic debt.