John Butler, Investment Director of Southbank Research, discusses the looming commercial real state crisis, as well as the causes of what he describes as a "sharp" downturn in the economy on the horizon.
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*This video was recorded on November 8, 2023
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0:00 - Intro
1:30 - Sharp economic downturn
7:50 - Commercial real estate
14:50 - Residential real estate
18:50 - Asset correlations
28:40 - Market outlook
33:00 - $50,000 gold
43:00 - Multi-polar world
47:20 - Diversification
54:00 - Efficient Markets Hypothesis
#investing #economy #stocks
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