Making Markets
Episode 29 Economic Sentiment versus Reality
Making Markets

Episode 29: Economic Sentiment versus Reality

Making Markets

Episode 29

Economic Sentiment versus Reality

Nir Kaissar is the founder and portfolio manager at Unison Advisors. We cover the disconnect between strong economic numbers and sentiment, the systemic risk from Private Equity, and the Magnificent Seven.

(00:00:00) - Welcome to Making Markets

(00:02:07) - Exploring Economic Disparities Amidst a Booming Economy

(00:02:53) - The Living Wage Crisis in the U.S.

(00:04:30) - Unpacking the Wage Stagnation Puzzle

(00:07:12) - The Transparency and Productivity Dilemma

(00:09:18) - Innovative Solutions for Economic Inequality

(00:12:41) - Government's Role in Redistributing Wealth

(00:18:31) - Addressing the Retirement Savings Gap

(00:19:26) - Debunking Recession Predictions and Economic Indicators

(00:29:10) - The Potential Risks in Private Equity and Real Estate

(00:32:55) - The Growing Influence of Private Equity

(00:34:55) - The Unprecedented Scale of Private Capital

(00:36:28) - The Need for Transparency in Private Equity

(00:38:06) - Exploring Systemic Risks and Distribution Concerns

(00:40:37) - The Changing Landscape of Commercial Real Estate

(00:43:03) - Rethinking Bailouts and Sovereign Wealth Funds

(00:46:29) - The Debate on Government Intervention and Economic Stability

(00:56:08) - Public Securities and the Magnificent Seven

 

Economic Sentiment versus Reality

Introduction

Eric
My guest today is Nir Kaissar. Nir is the founder and portfolio manager at Unison Advisors and one of my favorite economic commentators and columnists at Bloomberg. Today, he joins us for a wide-ranging discussion on the US economy. We start with the disconnect between the strong economic numbers and the sentiment amongst the population. We then cover indicators of recession, the potential for a bubble in private equity, The Magnificent Seven and more. Please enjoy this excellent conversation with Nir Kaissar.

Economic Sentiment Vs Reality

Eric
Nir, I'm really excited for you to join us today. I love your content. I think you're really able to break things down in a way that people understand. So the question I was most interested to ask you about was from a market standpoint, if you look at the general performance of assets, everything is going up, the economy is doing well.

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