Market’s Musical Chairs & A Conversation with Jonathan Litt
July 22, 2024
Dan Nathan and Guy Adami discuss with the significant news of President Biden dropping out of the race, leading to conversations about the implications for the market and potential changes in political leadership. The episode also covers recent earnings reports, particularly focusing on the tech sector's performance and future outlook. Additionally, the guys delve into the Chinese economy's challenges and the potential global repercussions. The guys also dive into cybersecurity vulnerabilities highlighted by a major tech outage at CrowdStrike and its market impact.
Jonathan Litt, Founder & CIO at Land & Buildings Investment Management. The conversation spans Jonathan’s background, his transition from a sell-side analyst to founding Land & Buildings, and the evolution of activist investing in real estate. Jonathan discusses various trends in the real estate market, including the impact of office vacancies, the dynamics of senior housing, and the growing demand for data centers due to AI. He also touches on the complexities of investing in the public and private real estate markets and the challenges faced by office spaces in blue states versus red states.
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