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Fire, Ready, Aim
This Week on The Compound
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The industrial real estate market in the US is experiencing a period of remarkable growth. Clarion Partners’ latest research report examines the strong performance of the sector, which is driven by e-commerce companies, strategic inventory stockpiling and the development of specialized subtypes such as industrial outdoor storage (IOS). Discover top insights on why US industrial real estate continues to outperform.
This week on TCAF, Josh and Michael were joined by returning guest Tom Lee, Co-Founder and Head of Research at FundStrat. They discussed Tom's Q4 outlook, China’s move to boost business, what usually happens after Fed cuts, rising geopolitical risks, and why it is so difficult to stay bullish. (Listen)
INSIDE THE COMPOUND
On TCAF, Josh, Michael, and Tom Lee discussed the challenges of staying bullish during a bull market. There is always something pulling you to jump off the trend. In this post by Ben Carlson, you can see that we are still in the midst of a bull market that rivals that of the 1980s-90s. As Ben writes, “Enjoy it while you can.”
FRIENDS OF THE COMPOUND
Prior TCAF guest Morgan Housel's post on attaining success struck a nerve. Attaining your goals is never easy, but it is impossible if you are following someone else’s. Lawrence Yeo, Adam Singer, and Blair duQuesnay all weighed in on the importance of following your own internal compass.
It’s possible to be humble and learn from other people while also recognizing that the best strategy for you is the one closest aligned with your unique personality and skills.
COMING SOON
Next week on TCAF, Josh and Michael will be joined by Sam Ro of TKer by Sam Ro and Dan Greenaus, Chief Economist & Strategist at Solus Alternative Asset Management.
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