Jeff Gundlach’s macro outlook, Warren Buffett’s quiet farewell, and the rising age of first-time homebuyers — Matt explores what these signals mean for investors and the broader economy.

Plus, a Buffett-approved book recommendation: The Most Important Thing by Howard Marks, a timeless guide to risk, valuation, and mindset.

Timestamps:

00:00 Intro

00:34 Jeff Gundlach Interview

02:36 Interest Rates, The Presidents Opinion, & Gudlachs

04:43 Private Credit & Liquidity Risk

08:55 Warren Buffett Goes Quiet

11:15 The Age 40 Homebuyer & Rentals

15:05 Book Recommendation: Howard Marks Memos & Buffett’s Wisdom

Affiliate links:

???? The Most Important Thing — [Standard Edition] https://amzn.to/4nOfDby

???? The Most Important Thing Illuminated — [Annotated Edition] https://amzn.to/487QJPD

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