My guest today is Nir Kaissar. Nir is the founder and portfolio manager at Unison Advisors and one of my favorite economic commentators/columnists at Bloomberg. Today, he joins us for a wide-ranging discussion on the US economy. We start with the disconnect between the strong economic numbers and the sentiment amongst the population. We then cover indicators of recessions, the potential for a systemic crisis in Private Equity, the magnificent seven, and more. Please enjoy this excellent conversation with Nir Kaissar.

For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.

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Show Notes

(00:00:00) - Welcome to Making Markets

(00:02:07) - Exploring Economic Disparities Amidst a Booming Economy

(00:02:53) - The Living Wage Crisis in the U.S.

(00:04:30) - Unpacking the Wage Stagnation Puzzle

(00:07:12) - The Transparency and Productivity Dilemma

(00:09:18) - Innovative Solutions for Economic Inequality

(00:12:41) - Government's Role in Redistributing Wealth

(00:18:31) - Addressing the Retirement Savings Gap

(00:19:26) - Debunking Recession Predictions and Economic Indicators

(00:29:10) - The Potential Risks in Private Equity and Real Estate

(00:32:55) - The Growing Influence of Private Equity

(00:34:55) - The Unprecedented Scale of Private Capital

(00:36:28) - The Need for Transparency in Private Equity

(00:38:06) - Exploring Systemic Risks and Distribution Concerns

(00:40:37) - The Changing Landscape of Commercial Real Estate

(00:43:03) - Rethinking Bailouts and Sovereign Wealth Funds

(00:46:29) - The Debate on Government Intervention and Economic Stability

(00:56:08) - Public Securities and the Magnificent Seven

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Nir Kaissar: Economic Sentiment versus Reality - [Making Markets, REPLAY]

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