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The commercial mortgage-backed securities market is the next thing on the radar. Now in 2024 you can see there's a ton of commercial property debt that's coming due in 2025 at higher interest rates, and once again, no one is watching.

b2b software is the best place to invest. no inventory :)

amazing podcast.

amazing talk

guy should take a look at the city he's speaking in's real estate market lol.

Marc Cohodes is truly a hero.

Great job Jolene!

He didn't solve the market Their win rate is about 50.X %, less than 51%

So you can guess what actually happened to the Sherman's .

Great dialogue

2 Years later Macro is spot on. Great insights

Great video 👌

thank you, this was very helpful.

So Simon made Mercer had to step down because he was conservative. Liberals were offended and “uncomfortable.” What an outcry it would have been if they made someone step down because he was liberal and made conservatives uncomfortable.

Interesting, they didn’t know what to do about Mercer. So his politics put his job in jeopardy it sounds like only because he was conservative. Outrageous.

If it’s out there how in the world is it not on CZcams

Blockchain is nothing more than a linked list, a common data structure unknown to the vast majority of non-computer science majors. If you were a computer science major, you learned about linked lists in your first 'Data Structures' course, one of the first classes in the major. Those of us who recognized it for what it was (a linked list at its core) knew that it would not live up to the hype. "A solution in search of a problem" Linked lists are useful in some situations in programming. But blockchain to this day is nothing compared to its early hype. There have been many things like this in tech: 1) 3D movie glasses were a novelty - never got product-to-market fit in a big way 2) Jaron Lanier's VR tech was a novelty, never got product-to-market fit (despite his 15 year effort and huge $$ flushed down the toilet - 1985-1999 thereabouts) When Zberg came up with metaverse, we thought "okay, he may be too young to remember Jaron Lanier's massive failure" But people are not going to wear things on their heads unless they're riding a motorcycle. And sometimes not even then. Object oriented databases were also supposed to replace relational databases. Another "solution in search of a problem." Before you invest in a new, novel tech trend, CHECK HISTORY. The awareness of the failure of 3d glasses in movie theaters would have saved Jaron Lanier (and Zber) BILLION$. If something was introduced as a novelty, and never escaped the novelty phase, fergawdsakes deploy the capital elsewhere . .

Fantastic stuff

This man is an American hero.

For a guy who struggled at school, he makes himself sound like a genius...too bad he doesn't ever make these claims with the defendents there to address the accusations.

Grande mulher!

Great conversation. Thanks for sharing!

Incredible, , mentor

Honestly, guys, I really think the only thing you need to do to understand tail hedge investing is to play the game Othello with another smart person sometime. Play it over and over and you will eventually understand this strategy. Learn how to play a loooooong game …

14 years for fraud :)

TRUMP GAVE THE USA CHEAP OIL, CHEAP TAXES AND TAX CUTS, FARMER SUBSIDIES , OIL SUPERIORITY, MILITARY STRENGTH AND PEACE == --->> VOTE TRUMP. ========>>> BUT WATCH OUT FOR MAIL IN BALLOTS !!

Interviewer needs to value free time WITH kids!

Marc, FYI Enovix still utilizes a lithium cathode, its the anode that's silicon instead of jelly rolled graphite.

Such a lovely guy James Anderson!!!

Very similar speaking style to Stan Druckenmiller

WHAT ARE THOSE!?

he is a disgraceful narcissistic con man , an old man with a fragile ego throwing temper tantrums constantly like a kid.

Canada (artic Mexico) and the Loonie is a dog turd; very funny

Wonderful

That was awesome!

Cohodes super fan. Love his no nonsense stance. World needs more people like Cohodes. He is so spot on with 🇨🇦.

suspicious he runs with Liz "Pocahontas" Warren

Mark is truly delightful. A few times I had to hold back laughing

Recall this guy shredding someone on a twitter spaces who didn't deserve it. Very embarrassing.

I’m long overstock and Enovix and short Helen of Troy 💪🏻

Absolutely fabulous interview. Cahodes is the perfect investor since he doesn't have a filter, tells it like it is, is confident, and isn't trying to sell you advice. Really impressive.

I might add... he is currently bearish on B. Riley Financial, Inc. Fascinating.

First heard Mr. Cahodes early 2023 interviewed by Keith McCullough's Hedgeye. Followed him ever since. His principled, dogged, investigative style is not only successful but, super profitable for him and his followers. Fantastic human!

He's the hero we need. God bless.

Instead of lithium? Does he mean graphite?

That was great. My wife and I really enjoy meeting you guys at the dinner.

🫶🧠

The goat

"The banking system is now safe." Ha! This comment will not age very well.