Simon Black

Blog

A Hard Rain's a-Gonna Fall

The prospects for the rest of the year are awful
Friday, June 15, 2018, 6:55 PM

As the Federal Reserve kicked off its second round of quantitative easing in aftermath of the Great Financial Crisis, hedge fund manager David Tepper predicted that nearly all assets would rise tremendously in response. 

History proved Tepper right: financial and other risk assets have shot the moon. Equities have long since rocketed past their pre-crisis highs, bonds continued rising as interest rates stayed at historic lows, and many real estate markets are now back in bubble territory. 

And everyone learned to love the 'Fed put' and stop worrying.

But as King Louis XV and Bob Dylan both warned us, what's coming next will change everything. » Read more

Podcast

hdbuilder.eu

Simon Black: Priced To Fantasy

Stock prices today simply aren't justifiable
Tuesday, April 10, 2018, 11:53 AM

Chris and I have been on a ship this week, presenting at The Real Estate Investor Summit At Sea.

We were able to steal away for an hour to sit down with fellow presenter Simon Black (founder of SovereignMan.com) and this excellent discussion ensued. We didn't have any agenda prepared; it's just us three riffing and sharing our thoughts on the most likely implications of the biggest macro risks that have our attention right now. » Read more

Podcast

karen roach/Shutterstock

Robert Helms & Russ Gray: Learning How To Invest In Real Estate

What goes on during the Summit At Sea
Monday, January 1, 2018, 11:09 AM

In this final podcast of 2018, Chris sits down with Robert Helms and Russell Gray, better known as The Real Estate Guys. They run one of (if not the most) popular podcasts on real estate investing. » Read more

Insider

NAN728/Shutterstock

Summit At Sea: Liveblog

Adam & Chris live blog from an investor conference
Monday, April 3, 2017, 10:48 AM

For the next few days (until we fly back for this year's Peak Prosperity seminar), Chris and I will be attending the Summit At Sea, an exclusive investment conference produced by Robert Helms and Russell Grey, aka. The Real Estate Guys.

Wi-fi and power access depending, we are live blogging here the insights we're learning from our fellow speakers over the next few days. » Read more