Mon, 13 July 2020
Be successful at anything! Jason Hartman shares wisdom on success from the simple idea of making distinctions and understanding nuances. As well, commodities investing is looking pretty rosy. Homebuilders are making up for the lost time. This rise in construction is causing a boom in demand for rebar and forest products such as lumber. This boom is also due to some growing DIY trends.
Jason Hartman talks with Josh Simon, distinguishing different types of commercial real estate, and how they were affected by coronavirus. Most of the media was publishing that commercial real estate is suffering, but it's important to distinguish what kind. Commercial spaces have shifted from experiential to essential, but most successful companies are making adjustments along the way.
Meet The Masters Virtual: July 31 – August 2
Guests: Ken McElroy, Sharon Lechter, Harry Dent, George Gammon, Sean Carroll
[1:00] Let's talk about making distinctions and understanding nuances.
[7:00] Commodities investing looking pretty rosy?
[9:45] Home builders making up for lost time causes a boom in demand for rebar and forest products such as lumber.
[11:00] Mexico's industrial production has cratered.
[13:45] While the news has published what they call disaster in retail spaces, Josh Simon clarifies exactly which retail spaces are struggling the most.
[18:15] Commercial space has moved mainly from experiential to essential.
[11:25] The grocery store will likely get smaller over time, with the center store's needs shrinking.
[26:45] Discussing the trend of businesses adapting to the drive-thru, curbside and to-go services.
[30:30] Analyzing commercial real estate stats for rent collection