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E:29 Last EP of 2023 - Commercial Real Estate, Debt & MMT, Hollyood Strike, Nvidia, State of China
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This is the last recorded episode of 2023. A retrospective as we move forward into 2024. Jianggan was late to the party so Dave generously updated us on the state of commercial and industrial real estate in the US. It was clear that there was lots of risk off in 2023 and raising capital was much harder to raise. Jianggan joins the conversations about US debt, along with a take on Modern Monetary Theory. Hind sight 20/20 Dave made a fantastic call to hold onto Nvida stock from May last year. Lastly Dave and Alex hash out the state of China. Apologies for the quality, @Descript editing kept corrupting the high quality files unfortunately. Accompanying Substack: https://llbpod.substack.com/p/e29-last-ep-of-2023 00:00 Dave's Personal Update - Commercial and Industrial Real Estate In The US 09:16 Regional US Bank Collapse of 2023 15:36 Intro 18:22 US Debt 2023 21:52 Modern Monetary Theory 24:18 MMT and China 27:32 Inflation 2023 33:16 Japan & Debt Historically 41:27 Succession Finale 43:26 Hollywood Writers Strike 45:30 Racoon Cat 46:42 Nvida Stock 50:04 Update on Alex and Andrew 53:07 Thoughts on the state of China 01:07:34 The Rest of Dave's US Trip
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