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Tracy Alloway

๐Ÿ‘ค Speaker
1622 total appearances

Appearances Over Time

Podcast Appearances

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

OddLots is brought to you by VanEck.

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

For years, investors basically forgot about real assets, energy, gold and infrastructure.

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

But look at what's driving markets now.

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

Central banks loading up on gold, massive capex cycles, currencies doing weird things.

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

These assets are at the center of it.

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

RACS, the VanEck Real Assets ETF, is an actively managed one-stop shop for real assets spanning gold, commodities, natural resource equities, and more.

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

Go to VanEck.com slash RAAXpod to learn more.

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

Fun disclosures later in this episode.

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

Hello and welcome to another episode of the Odd Thoughts Podcast.

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

I'm Tracey Alloway.

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

Joe, you know I spend a lot of my time doing interior design.

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

I've bored you, I'm sure, with a lot of thoughts on this topic.

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

But then it struck me recently that actually what I'm doing is not really interior design.

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

It's actually just interior decorating.

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

Because I'm not really changing the structure of a particular house.

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

I don't like doing that in part because I'm lazy and I hate

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

construction mess, but also because it's a lot harder to change the particular design of a house than it is to just get new fabric for the windows or a new paint color.

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

There are more real world constraints.

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

Well, this is the other thing I've been thinking.

Odd Lots
Architect Norman Foster on Why the West Struggles to Build Big

Am I a product of my time?

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