Daniel Foch
speaker
1,195 appearances
3 recordings
1 series
first heard May 2026
last heard 8 Jun
Daniel Foch’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.
Appearances
The Canadian Investor · Carney’s Big Pivot: Jobs, Energy, Housing & Major Projects · 9 May 2026
podcast
Like, what was the opportunity cost?
It's like, well, they still made, you know, exceptional returns on all the other capital that they had allocated.
Like, you know, the assumption is that they ran the cost-benefit that they stood to benefit more from...
waiting and that they'll get better deals.
Because I don't think that Berkshire, and I think real estate investors are very similar are the good ones.
I don't think most people care what happened in a one-year period when they had a record cash pile, when they're buying the next asset and they're waiting for an exceptionally good price.
and terms, it's not just price, it's like, am I buying it at a good rate of return on the price that I'm paying on that day?
Is it sensible relative to the debt that I'm using, et cetera?
They're buying it for 20 to 30 years.
So this would be an indication that they feel that there will be, or at least for that cash that they're sitting on, there probably will be better deals ahead.
And I would say that depending on the asset class, this appears to be true.
Yeah.
What's your read on that?
Are we kind of in an environment where that benefit is sustained over, I guess, the foreseeable future until this geopolitical risk goes away, right?
Yeah, it's a good question.
I mean, it makes you wonder if there's a really strong bull case for like, I guess it's, is it Tesla with solar shingles now?
Or did they put it in SpaceX AI?
I can't remember.
But basically, yeah, it's all so confusing now.
Anyway, I won't get into it.
Showing 721–740 of 1,195 · page 37 of 60
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