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My guest today is Nir Kaissar. Nir is the founder and portfolio manager at Unison Advisors and one of my favorite economic commentators/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 recessions, the potential for a systemic crisis in Private Equity, the magnificent seven, and more. Please enjoy this excellent conversation with Nir Kaissar.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(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
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My guest this week is David Nadig. David is the Financial Futurist for ETF Trends and ETF Database and has had over 25 years of ETF experience. We start off by acknowledging the debate over active and passive investing. David and I discuss the potential dangers of passive funds on market discovery, the inelastic markets hypothesis, and the effects of massive inflows into index funds. This episode explores how leverage and options trading interact with these market dynamics and the broader implications on capitalism and market structures. Please enjoy my conversation with David Nadig.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:01:25) The Passive vs Active Debate
(00:03:02) Impact of Passive Investing on Market Pricing
(00:04:02) Flow and Market Cap Multiplier Effect
(00:07:20) Daily Leverage and Market Volatility
(00:10:35) Uninformed vs Informed Traders
(00:19:19) Opportunities and Risks in Passive Investing
(00:21:52) Opportunities in Forced Selling and Crisis
(00:22:17) The Shift from Public to Private Markets
(00:24:46) Challenges in Private Equity Liquidity
(00:29:46) The Broken System of Capitalism
(00:35:30) Insurance Problems and Government Role
(00:37:02) Thoughts on Capitalism's Future
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