The Great Lag

This podcast episode analyzes the current real estate market, highlighting the great deleveraging phenomenon, the increased demand for loans, and the challenges in multifamily construction due to higher interest rates. It also discusses the lag in data and its impact on inflation, potential recession indicators, and the significance of artificial intelligence (AI) in the investment landscape. The episode emphasizes the uniqueness of investing in AI startups and the strategy of holding onto private companies even after they go public.