A Tale of Two Investments

A Tale of Two Investments

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When Is Regulation Confiscation?

Today we're looking at New York City, and specifically at the combined impact of two policies associated with Mayor Mamdani's housing agenda, a rent freeze on rent-stabilized apartments and a proposed 9.5% increase in property taxes.Now separately, each of these policies is a pol ...  Show more

My AI Agent Hacked A Website

As part of my ongoing research for the podcast, I’ve been using AI to help streamline information gathering. That, in itself, is not too controversial. If you’re tracking multiple markets, multiple asset classes, and multiple sources of institutional research, there’s nothing unr ...  Show more

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