Zortix matched this thesis to Real estate ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Commercial real estate as money printing's failure
The bear case made was that commercial real estate exemplifies the limitations of monetary stimulus, with prime U.S. properties down sharply in value despite money printing.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.