Podcast Episodes
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How Much Government Do We Need?
Season 8 Episode 226
On today’s show we are talking about government involvement in the economy. Countries vary widely in terms of the extent to which government plays a …
6 months, 2 weeks ago
A New White Paper on Industrial Outdoor Storage
Season 8 Episode 225
On today’s show we are taking a look at a relatively new product category. This is something that Y Street Capital has been active in for some time. …
6 months, 2 weeks ago
Economic Report Distortions. What Distortions?
Season 8 Episode 224
On today’s show we are looking at the integrity of economic data. This has been making headlines with the President firing the head of the bureau of …
6 months, 2 weeks ago
Texas May Change Its Constitution
Season 8 Episode 223
Capital tends to flow where it is treated the best. Well the state of Texas is considering a change to its constitution which will have no immediate …
6 months, 2 weeks ago
A Tax Efficient Method with Joel Landon
Season 8 Episode 222
Joel Landon is based in Salt Lake City where he helps investors administer their retirement savings. On today's show we are talking about how to use …
6 months, 2 weeks ago
Net Lease Retail with Mike Kron
Mike Kron is based in Newport Beach California. His strategy has pivoted lately to focusing on retail credit tenant net leases. These are the nationa…
6 months, 3 weeks ago
The Echo From 2008
On today’s show we are looking at an echo from the Great Financial Crisis. There was collapse of a banking house of cards triggered a drop in lending…
6 months, 3 weeks ago
Supply and Demand is Like Gravity
As many of you know, I follow macro economics and from time to time I share perspectives on the implications of underlying aspects of industries that…
6 months, 3 weeks ago
Are Data Centers Good Neighbors?
On today’s show we are talking about the impact of data centres on nearby residents. You would think that a data centre is a large rectangular buildi…
6 months, 3 weeks ago
Three Major Market Moves In Three Days
On today’s show we are looking at three clear signals that financial markets are sending us over the past three days.
There are three moves in the ma…
6 months, 3 weeks ago