What Does 3.5% Inflation Really Mean?

Chris Lento is based in Boston, but he invests across the Southeast United States. On today's show we are talking about some of the approaches his team uses to improve resident retention when the market gets saturated with new supply. To connect with Chris, you can find him on Li ...  Show more

On today’s show we are talking about how to set up the accounting for a construction project. There is a right way and a wrong way to do it. But first.Send an email to podcast@victorjm.com if you’d like to learn more about the Y Street Capital Storage Fund. Put the word storage i ...  Show more

There’s a dichotomy between the pace of job growth and the unemployment rate. Our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach analyze how the Fed might address this paradox.

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A couple of years ago, when warning of the need to fight inflation, Jerome Powell, Governor of the US Federal Reserve says interest rate would rise and jobs might disappear. Yet, interest rates have risen, and unemployment hasn’t fallen anywhere near as much as expected. So, what ...  Show more

In this follow-up to our episode on inflation, we zoom in on one of the most underrated yet powerful forces shaping monetary policy and market moves: inflation expectations. What do people think prices will do in the future? Those expectations can actually fuel real inflation thr ...  Show more

With this week’s announcement of a rate cut and further cuts in the offing, the Fed seems willing to let the U.S. economy run a little hot. Our Head of Corporate Credit Andrew Sheets explains why this could give an unexpected boost to the European bond market. 

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