Jason Hartman takes his place in the hotseat to talk about investing in pandemic times and the the biggest money printing extravaganza in world history. Scott Carson, CEO of We Close Notes, is here to dig in to investment questions in pandemic times. Prepare yourselves for what Jason calls, ‘stimulus maximus.’ As well, take a quick dive into the misery index, and find out what opportunities could come from the new normal and social distancing.
[2:30] We are living in scary times, but the question is, “how do we invest for this?”
[4:20] Monetary and fiscal policy, discussing inflation, deflation and stagnation. We are in a time of money creation.
[6:00] Will these pandemic times be a prelude to UBI or National Section-8 type housing?
[12:30] Usually a recession is caused by demand shock. But this time we are also having a demand shock.
[16:00] What was the misery index?
[17:15] What opportunities come from the new normal of social distancing?
[21:45] Thou shalt invest in low density housing. Commandment 22.
[26:00] When it comes to real estate, it’s always about housing. Commercial real estate is likely to suffer from this pandemic.