To wrap up the week on Talking Markets, Maggie Lake sits down with Ben Miller, CEO of Fundrise - a company aims to give investors a path to private markets. Ben invests in both commercial real estate and late stage tech which gives him a unique perspective on two areas in the news. He and Maggie discuss where we are in the AI cycle (early innings) and where he thinks the next big movers will be (killer apps). The also talk about commercial real estate which Ben thinks will turn the corner this year. He sees interesting value v. equities in certain areas.
Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me
Connect with me on Substack: https://maggielake.substack.com
Connect with me on Twitter: https://x.com/maggielake
*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
00:00 - Intro with Ben Miller
00:30 - The Best of Times, The Worst of Times: AI vs. Real Estate
02:00 - Fundrise’s Evolution: From Real Estate to AI Investing
03:57 - How Fundrise Gives Investors Access to Private Tech Companies
08:00 - AI Boom or Bubble? Lessons from Past Tech Cycles
12:00 - The Risk of AI Startups: Which Companies Will Survive?
19:15 - Why More Companies Are Avoiding IPOs
24:20 - AI’s Infrastructure Boom: The Future of Data Centers
27:25 - Bond Yields and the Real Estate Market Outlook
36:55 - The Next AI Breakthrough: Where Will the Killer App Come From?
40:30 - Closing Thoughts: Real Estate, Markets, and Investor Strategies
