Preset course for more easing. He discussed shortterm tax cuts to help any slowdown. Then he walked back back by the end of the week. Protests in hong kong begin front and center with concerns the Chinese Government may resort to military crackdowns. My first guest this week, the Capital Management founder, kyle bass. Great to have you this weekend. Want to talk about the week it was. Another bank lower interest ra rate, second time in iraq. Second month in a row for indonesia. Thirtyfive Central Banks across the world lowering Interest Rates. Whats your take on where we are in terms of the inverted yield curve . Unlike prior to inversions, i hate saying this time is different but if you look at what is driving our inversion in my mind, look at the big Central Banks around the world. Lowering rates and potentially buying stocks and also restarting in the next few weeks. Youve got the bank on tilt, they are now 70 of all the listed ets in japan. Ten of the Largest Companies in japan. Th
Interest rate cut was a recalibration, not part of a preset course for more easing. He discussed shortterm tax cuts to help any slowdown. Then he walked back back by the end of the week. Protests in hong kong begin front and center with concerns the Chinese Government may resort to military crackdowns. My first guest this week, the Capital Management founder, kyle bass. Great to have you this weekend. Want to talk about the week it was. Another bank lower interest ra rate, second time in iraq. Second month in a row for indonesia. Thirtyfive Central Banks across the world lowering Interest Rates. Whats your take on where we are in terms of the inverted yield curve . Unlike prior to inversions, i hate saying this time is different but if you look at what is driving our inversion in my mind, look at the big Central Banks around the world. Lowering rates and potentially buying stocks and also restarting in the next few weeks. Youve got the bank on tilt, they are now 70 of all the listed et
Interest rate cut was a recalibration, not part of a preset course for more easing. He discussed shortterm tax cuts to help any slowdown. Then he walked back back by the end of the week. Protests in hong kong begin front and center with concerns the Chinese Government may resort to military crackdowns. My first guest this week, the Capital Management founder, kyle bass. Great to have you this weekend. Want to talk about the week it was. Another bank lower interest ra rate, second time in iraq. Second month in a row for indonesia. Thirtyfive Central Banks across the world lowering Interest Rates. Whats your take on where we are in terms of the inverted yield curve . Unlike prior to inversions, i hate saying this time is different but if you look at what is driving our inversion in my mind, look at the big Central Banks around the world. Lowering rates and potentially buying stocks and also restarting in the next few weeks. Youve got the bank on tilt, they are now 70 of all the listed et
The Federal Reserve said julys Interest Rate cut was a recalibration, not part of a preset course for more easing. He discussed shortterm tax cuts to help any slowdown. Then he walked back back by the end of the week. Protests in hong kong begin front and center with concerns the Chinese Government may resort to military crackdowns. My first guest this week, the Capital Management founder, kyle bass. Great to have you this weekend. Want to talk about the week it was. Another bank lower interest ra rate, second time in iraq. Second month in a row for indonesia. Thirtyfive Central Banks across the world lowering Interest Rates. Whats your take on where we are in terms of the inverted yield curve . Unlike prior to inversions, i hate saying this time is different but if you look at what is driving our inversion in my mind, look at the big Central Banks around the world. Lowering rates and potentially buying stocks and also restarting in the next few weeks. Youve got the bank on tilt, they
For example, healthcare, medical access and Senior Housing and similar to what tonya was discussing on the private equity side, those sectorfocused funds, we think, you know, our data has shown that those sectorfocused funds have generated more than the diversified funds and also gives us and staff the ability to tail tailor the portfolio more than we could if we were looking at diversified funds. Thats an interesting tabernacledynamic,maybe a benefe market. That isnt to say moving away from the funds and theres approaches to having both on the portfolio works pretty well and some of those diversified managers have proven to be good at pivoting from one sector to another and much more nimble than we could in terms of allocating a specialfocused fund. So i think the combination is attractive. Just touching on the market environment, i dont want to spend too much time but similar to private equity and most asset classes, real estate is fully value and real estates across markets and prop