Industrial Market Update

Today, I want to talk about the right questions to be asking when it comes to adopting AI in your business.There’s a lot of noise around AI right now. Most of the conversation is centered on fear. People are asking whether AI will replace jobs, reduce headcount, or make certain r ...  Show more

Tom Staub is based in Austin Texas where he develops master planned communities through central and south-east Texas. On today's show we are talking about the attraction and challenges of land development.To connect with Tom, visit https://redoakvc.com/-----------**Real Estate Es ...  Show more

The 2024 housing market isn’t turning out how most of us thought. At the beginning of the year, real estate investors were hopeful that mortgage rates would fall, affordability would return, and home prices would have a chance to stabilize before going back up. But none of those ...  Show more

There has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should be aware of?

-----Transcript-----

Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief ...

Rapidly declining inflation poses a challenge to revenue growth and earnings. So what should investors look out for to identify the winners from here?

----- Transcript -----

Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and ...

After the events of the past few weeks, earnings estimates look increasingly unrealistic and the bear market may finally be ready to appropriately factor-in elevated earning risks.

----- Transcript -----

Welcome to Thoughts on the Market. I'm ...