TIP305: The Structural Impact w/ George Gammon & Clips from Ray Dalio & Jeff Gundlach (Business Podcast)

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Manage episode 266896734 series 1394353
By Stig Brodersen and The Investor's Podcast Network. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

On todays Show we discuss:

  • 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

Resources mentioned during the show:

312 episodes