Miriam Gottfried

speaker
638 appearances 7 recordings 1 series first heard Jul 2026 last heard yesterday

Miriam Gottfried’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
4 · Aug OctJan 26AprJulnow

Recordings per month over the last 12 months — 7 in all, peaking in Aug 2026 with 4.

Appearances

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Yeah, I think a lot of people invest directly in real estate.
I mean many of us own homes, so that's many of our biggest investments.
We also might invest in r uh multifamily housing syndicates or, you know, commercial real estate investments.
But others want to have real estate as a component of their stock portfolio.
And I think that's because it's often seen as an inflation hedge, which is important right now, and sort of another way to play that halo trade that Josh Brown talked about on this show.
thing and it's good to have some of that in your portfolio.
Yes.
And there's also a REIT ETF that you can own if you just want exposure to a broad basket of REITs.
Aaron Ross Powell But before we get to that, we have to talk about the thing that's been dominating the conversation, apart from interest rates.
And
And that is AI and the chance that it might destroy humanity.
And that they were moving too quickly.
And others have said, you know, maybe this is a lot of hype.
Some people are really cynical about this because they say maybe this is just an excuse because they're not ready for an IPO.
Maybe they need to show more profitability in the short term and so it's in their interest to signal to one another, let's slow down, let's try to, you know, not be pushing this so quickly and be spending on the next frontier.
That's right.
The Fed hiked interest rates by a quarter point.
Which was not a surprise.
In fact it was already priced in in many ways.
Um
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