E09: Inflation, De-Dollarization and the Real Estate Investor's Toolbox

Mind Your Data

How does a successful investor with a background in both Wall Street hedge funds and real estate navigate the complexities of today's financial markets? Join us as we sit down with Bruce Fraser, an unconventional investor who shares his journey of transitioning from Wall Street to real estate investing and how data-driven decision-making played a crucial role in his success. You'll hear insightful information on selecting profitable real estate markets, the importance of market research, and understanding the political and economic climate before investing.
We also dive into investment strategies, exploring the impact of artificial intelligence on the stock market and the risks of de-dollarization. Bruce uncovers valuable lessons on navigating real estate distress deals, the significance of vertical integration, and empowering employees and tenants through incentives. His unique perspective and strong track record make this conversation a must-listen for anyone interested in real estate or financial markets.
As we wrap up our conversation with Bruce, we delve into the history of the Federal Reserve and its role in the financial system. Discover how inflation is often misrepresented by the Consumer Price Index and learn valuable advice on how investors can protect themselves in the face of inflation and market volatility. Don't miss this engaging episode full of useful information on data-driven investing, real estate, and the current economic landscape.
Bruce Fraser:

ELKHORN CAPITAL PARTNERS / WWW.ELKHORNPARTNERS.COM (REAL ESTATE PRIVATE EQUITY, FOCUSSED ON DISTRESSED SITUATION MULTIFAMILY ACQUISITIONS)

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT (FORMER HEDGE FUND, NOW A QUANTITATIVE BROADLY AVAILABLE RISK-MANAGED STRATEGY - ALSO AVAILABLE IN A PUBLICLY TRADED ETF) / WWW.MSCM.NET/STRATEGIES

Business Social profile

Linkedin - https://www.linkedin.com/company/mcelhenny-sheffield-capital-management/about/

Facebook - https://www.facebook.com/McElhennySheffield

Personal Linkedin -

https://www.linkedin.com/in/bruce-fraser-304120/recent-activity/all/

Mind Your Data : https://www.youtube.com/@Mindyourdata/videos
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Kranti Ponnam
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Linkedin: https://www.linkedin.com/in/kponnam/
Website: https://krantiponnam.com/

Chapters

1. Data Science for Real Estate Investing (00:00:00)

2. Selecting Profitable Real Estate Markets (00:09:32)

3. Investment Strategies and De-Dollarization (00:21:50)

4. Navigating Real Estate Distress Deals (00:30:09)

5. Real Estate Investing and Vertical Integration (00:41:54)

6. Empowering Employees and Economic Occupancy (00:53:28)

7. Federal Reserve and Investing Truth (00:57:10)