We Study Billionaires – The Investor’s Podcast Network

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

47 min • 12 juli 2020

George Gammon talks about the structural impact that COVID is having on the American real estate market and infrastructure.


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.


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