I sat down with @jvisserlabs to discuss market confusion amid rising oil prices, geopolitical tensions, and mixed economic signals, along with why he believes we are entering a new regime defined by scarcity and structural shifts.We also explore the deflationary impact of AI, risks building in private credit, and how bitcoin could benefit as the Fed faces a difficult path between inflation and slowing growth.YouTube: https://t.co/CKY5wPrts0Apple: https://t.co/4LTr47pLWASpotify: https://t.co/3TDK6M6tPRTIMEST ...

Group 1 - The article discusses the performance and outlook of the real estate investment trust (REIT) sector, highlighting key trends and structural changes impacting the market [2][3] - It emphasizes the importance of understanding super cycles in markets, as analyzed by Peter Oppenheimer from Goldman Sachs, which could influence investment strategies in real estate [3] - The Third Avenue Real Estate Value Fund's Q3 2025 letter provides insights into the fund's positioning and expectations for the real estate market moving forward [2]