Show notes
Subscribe to The Capitalist InvestorEvery recession has been preceded by some sort of ‘bubble’. The dot-com bubble was because internet-based companies were over-valued significantly—until their lack of revenue was brought to light and that bubble burst. The 2008 housing market crash was largely due to a real estate bubble and people receiving NINJA loans (No income, no jobs, no assets). In this episode of The Capitalist Investor, we talk about WHY we think this recession isn’t just due to COVID-19. We believe we were due for a recession due to two factors: commercial real estate and employee bubbles. Listen to this episode for our full explanation and what we think the future may look like.Outline of This Episode[0:15] The permanent destruction to the economy [3:50] What is the bubble this time?[5:35] Commercial real estate will never recover[7:56] Companies forced to embrace “work from home” [10:20] The employee bubble IS bursting[13:10] The National Bureau of Economic Research[15:52] Transforming moments in the future[20:28] What will be different with commercial real estate?Resources & People MentionedMohamed A. El-ErianNational Bureau of Economic ResearchConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereConnect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereSend your questions and comments to us at [email protected] to The Capitalist InvestorShow Notes byPODCAST FAST TRACKhttps://www.podcastfasttrack.com