The Real Estate Bubble and Targeting Innovation
Two institutional investment directors join Raoul for a wide-ranging conversation on real estate, AI, crypto, and more.
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Show Notes
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In this week’s episode, Matt Halstead and Michael Lazorik, investment directors at Teacher Retirement System of Texas, join Raoul for a fascinating conversation on macro, crypto, real estate, and AI. In particular, Matt and Michael discuss how the Exponential Age thesis influences their framework at one of the world's largest pension funds, why innovation will drive the largest returns, and what the future of real estate investing looks like. Recorded on September 8, 2023.
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