TIP305: The Structural Impact W/ George Gammon & Clips From Ray Dalio & Jeff Gundlach

In today’s show, we talk about the structural impact COVID is having on the global economy. The show covers comments from George Gammon, Ray Dalio, and Jeff Gundlach.

IN THIS EPISODE, YOU'LL LEARN:
0:00:00 - Intro
0:05:57 - What COVID is doing to residential real estate in major cities
0:08:36 - What COVID is doing to the infrastructure for colleges & commercial real estate
0:11:43 - FANG Stocks & central banking policy
0:29:25 - Ray Dalio’s thoughts on the limits of central banking policy
0:35:32 - Ray Dalio’s thoughts on where people need to be positioned based on policy
0:37:38 - Jeff Gundlach’s opinions on a V-shaped recover

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