TIP305: The Structural Impact w/ George Gammon & Clips from Ray Dalio & Jeff Gundlach (Business Podcast)
Play • 44 min

On todays Show we discuss:

  • What COVID is doing to residential real estate in major cities
  • What COVID is doing to the infrastructure for colleges & commercial real estate
  • FANG Stocks & central banking policy
  • Ray Dalio's thoughts on the limits of central banking policy
  • Ray Dalio's thoughts on where people need to be positioned based on policy
  • Jeff Gundlach's opinions on a V shaped recover


Resources mentioned during the show:

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