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E10: Market is -5%. Bottom soon? $4K for 1 BR in NYC? AI treatment for Alzheimer's. Bye-bye WeWork?
Market is down 5% from its peak. 10-year bonds yields are rising. In this episode, Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720 discuss what's driving the market. Is it the August effect or something more sinister? When does the market bottom? There's a housing shortage in NYC with average rents for 1 bedrooms at $4K. What is the Mayor doing about it and will it work? Alzheimer's is a growing crisis in the US. 20% of people over 60 have mild cognitive impairment (MCI) and 20% of those will get dementia. Only 15K neurologists in the US. Neuroglee is a virtual neurological specialty care platform that treats MCI patients at home with the goal of delaying the onset of dementia. Housing shortage but office glut. WeWork soap opera doesn't stop giving. It's down 90% year-to-date and value has gone from $47B to $100m. What are the lessons learned?
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By Donnovan Andrews, Tom Lee, Chi TsangMarket is down 5% from its peak. 10-year bonds yields are rising. In this episode, Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720 discuss what's driving the market. Is it the August effect or something more sinister? When does the market bottom? There's a housing shortage in NYC with average rents for 1 bedrooms at $4K. What is the Mayor doing about it and will it work? Alzheimer's is a growing crisis in the US. 20% of people over 60 have mild cognitive impairment (MCI) and 20% of those will get dementia. Only 15K neurologists in the US. Neuroglee is a virtual neurological specialty care platform that treats MCI patients at home with the goal of delaying the onset of dementia. Housing shortage but office glut. WeWork soap opera doesn't stop giving. It's down 90% year-to-date and value has gone from $47B to $100m. What are the lessons learned?