165: Interest Rates, Inflation, and Economic Trends: Insights from Peter Linneman

Passive Investing from Left Field

Join us on this enlightening episode of "Passive Investing from Left Field" as our host Jim Peifer sits down with the renowned economist, Professor Peter Linneman. With decades of experience and wisdom, Peter shares his unique insights on the current economic climate, including the real impact of interest rates, the truths behind inflation rates, and the resilience of the U.S. economy. Whether you're an investor, an economist, or just curious about the future of the economy, this episode offers valuable perspectives on navigating economic uncertainty and seizing opportunities in the market. Don't miss Peter's expert analysis and predictions for what lies ahead. Tune in now!

About Dr. Peter Linneman

• Dr. Peter Linneman holds both master’s and doctorate degrees in economics from the University of Chicago. He is the principal of Linneman Associates. For nearly four decades, he has provided strategic and financial advice to leading corporations through Linneman Associates. He provides M&A, analysis, market studies, feasibility analysis to many leading US international companies. In addition, he serves as an advisor to and a board member of several public and private companies. Peter was a professor of real estate at the Wharton School of Business at the University of Pennsylvania, from 1979 until his retirement in 2011. He’s an accomplished author having written books, articles, and of course, The Linneman Letter, a quarterly letter for commercial real estate investors.

Here are some power takeaways from today’s conversation:

02:27 His real estate journey

06:22 Do the fed believe they need to create a recession?

10:33 Why the fed looks at the CPI and PCE

17:32 What’s next?

19:41 The cause of inflation

24:26 Are economic cycles gone?

29:22 Unemployment
33:31 Is the fed trying to push for the 5% unemployment?

35:11 Standard economic measures are up, but the Economy is seen as down - why?

39:03 Contact Peter

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

LinkedIn: https://www.linkedin.com/in/peterlinneman/
Website: https://www.linnemanassociates.com/peter-linneman

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Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/