Transcript
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.