Today, on a very special episode of Talking Manhattan, Noah and John sit down with Bruce Martin of Still Lake Capital for a dive into today's macroeconomic environment. Bruce is an investor with deep experience in both credit and equities, so with the Fed signaling higher rates on the way and a growing disconnect between the bond and stock markets, he is the perfect guest to help connect the dots back to NYC real estate. Join us for an engaging and highly relevant conversation!
Highlights:
0:53 - What's going on out there?
7:05 - Higher rates vs higher stocks
15:17 - The power of Fed speak
17:08 - Commercial real estate issues
22:19 - The NYC connection
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