Markets, Real Estate, and Homebuilding (Podcast)
October 4, 2023
41 min
Full
2,532 of 3,435
October 4, 2023
Markets, Real Estate, and Homebuilding (Podcast)
0:00 / 41:56
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Bloomberg Podcasts Episodes Around October 4, 2023
Episode 2,532 of 3,435 — walk the feed in the order it was published.
41:56This episodeMarkets, Real Estate, and Homebuilding (Podcast)
Summary
<p>Phil Toews, CEO at Toews Asset Management, discusses his outlook for markets, defensiveness, and how he’s playing the rest of 2023. Huw Roberts, Head of Analytics at Quant Insight, joins to talk about investing strategies, commodity markets, and what his models are signaling about a recession and soft landing. Jamie Patton, co-head of global rates at TCW, joins to discuss inflation and outlook for the economy. Margie Patel, Senior Portoflio Manager at AllSpring Global Investments, joins to discuss markets and investing strategies. Bryan Fairbanks, CEO at TREX (NYSE: TREX), discussing homebuilding and business operations amid rise in cost of capital. Hosted by Paul Sweeney and Matt Miller.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
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