Infrastructure Bill Impacts | WBW

In this episode, we break down the strategic decision to sell a portfolio of boutique hotels in Lake Tahoe, detailing the operational scaling challenges, rising interest rates, and the reality of 24/7 hospitality management. Understanding when to liquidate stabilized assets and r ...  Show more

In this episode, Matty A. and Ryan Breedwell analyze the most significant economic events shaping the market, from the possibility of an Iran peace deal to corporate America's record-breaking S&P 500 earnings beat. They examine the persistent housing affordability crisis, explori ...  Show more

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This episode unpacks the Q2 2025 rally, the impact of the One Big Beautiful Bill Act, and key sector shifts. Ray and Mark break down how fiscal policy, tech volatility, and upcoming data releases shape the market outlook. Expect clear insights, relevant examples, and expert conte ...  Show more

On today's show, we are joined by Jon Levin, CEO of GCM Grosvenor and Mark Gatto, Co-Founder and Co-Chief Executive Officer of CION Investments to discuss the basics around the infrastructure asset class, BDC's vs interval fund products, risk and return expectations for infrastru ...  Show more

gm. Mauricio Magaldi and Catherine Gu are back this week, talking about real world assets. On today's episode they dive into real world assets, or RWAs for short. They explain what they are, discuss some of the use cases of tokenized RWA we’re seeing today, the pros and cons of b ...  Show more