c8alpha
Investors / stance tracking

What Brett Rentmeester is saying

CIO, Jaggi Family Office

55 dated public stances tracked since 2024-09-05, most recently 2026-07-27. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.

The stances below are c8alpha's editorial distillation of Brett Rentmeester's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Brett Rentmeester is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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55
tracked stances
31
themes
1
side flips
2026-07-27
last heard
Returns  90d +9.7% (n=49) · 180d +16.2% (n=48) · 1y +18.3% (n=32)

Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.

View flips

Where the tracked view on a theme reversed between appearances — bullish to bearish or back. Dates are the episodes on each side of the turn.

USTS — bullish2025-01-29 → bearish2025-07-21

Most-argued themes

ThemeStancesLeanMixLast
GOLD77 bullish2025-10-23
BITCOIN55 bullish2025-10-23
ENERGY44 bullish2026-07-27
USTS42 bullish / 2 bearish2025-10-23
Commercial Real Estate22 bearish2025-09-30
FARMLAND22 bullish2025-08-26

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2026-07-27 NATURAL GAS bullish Wealthion · video
US natural gas is abundant and will be the primary near-term energy source powering AI data center expansion while nuclear and fusion remain years away
“natural gas in the US is abundant and probably going to be the engine right now for what fuels a lot of this”
You're Underestimating AI's Next Trillion-Dollar Opportunity
2026-07-27 ENERGY bullish Wealthion · video
Power availability is an investment opportunity adjacent to AI because government backing of AI dominance ensures demand gets satisfied regardless of normal free-market constraints
“I think it's an opportunity adjacent to AI”
You're Underestimating AI's Next Trillion-Dollar Opportunity
2026-07-27 AGENTIC AI AND PHYSICAL AI THEME (ROBOTICS, AUTONOMOUS VEHICLES, DRONES) bullish Wealthion · video
Agentic AI and physical AI (humanoid robots, robo-taxis, drones) represent underestimated second and third waves of AI demand that most investors are not positioned for, with effectively uncapped intelligence demand
“we might be massively understating the demand at this point”
You're Underestimating AI's Next Trillion-Dollar Opportunity
2026-07-20 SILVER bullish Wealthion · video
AI infrastructure build-out and robotics create durable incremental demand for copper, silver, and steel as essential inputs for data centers and physical AI devices
“copper and silver and steel, all these things that are going to be in demand related to robotics and data centers”
AI's $920 Billion Gamble: Bubble or the Biggest Opportunity Yet?
2025-10-23 BITCOIN bullish Wealthion · video
Long-term adoption is accelerating (Wall Street ETFs, corporate balance sheets, government reserves) without the euphoria that historically marks a cycle top, making it a core portfolio asset despite near-term four-year halving-cycle caution
“this is a long-term asset you want in a portfolio”
90d -18.8% · 180d -30.7%
Brett Rentmeester: The Great Market Illusion — Gold Soars, AI Booms, Debt Mounts
2025-10-23 SPX bearish Wealthion · video
Technology sector P/S is higher than the 1999 peak and top-10 names represent 39% of the S&P 500, creating concentration risk that historically precedes de-risking, though the AI growth runway is still early
“technology as a sector, price relative to sales, is almost 10 times sales — that's much higher than the 1999 tech bubble top”
Brett Rentmeester: The Great Market Illusion — Gold Soars, AI Booms, Debt Mounts
2025-10-23 USTS bearish Wealthion · video
Junk-bond spreads over Treasuries are near historical lows (~2–2.5%), so investors are not being compensated for taking credit risk relative to prior recessionary entry points where spreads were 10–20%
90d +0.7% · 180d +0.2%
Brett Rentmeester: The Great Market Illusion — Gold Soars, AI Booms, Debt Mounts
2025-10-23 GOLD bullish Wealthion · video
Global debt trajectory is not improving and there is no plan to pay it down, so central banks and institutions keep buying gold as a hard-money anchor against continued fiat debasement
“The more paper money in the system, the more things like gold and silver are going to be an anchor”
90d +17.1% · 180d +13.4%
Brett Rentmeester: The Great Market Illusion — Gold Soars, AI Booms, Debt Mounts
2025-10-23 Long Dur Treasuries bearish Wealthion · video
Unsustainable global sovereign debt issuance with no credible path to reduction means the long end of the yield curve faces structural selling pressure and real after-tax-and-inflation returns are negative
“the epicenter of the problem is going to be over time the bond market”
90d +3.4% · 180d +3.2%
Brett Rentmeester: The Great Market Illusion — Gold Soars, AI Booms, Debt Mounts
2025-09-30 SILVER bullish Wealthion · video
Silver shares gold's no-counterparty-liability property and benefits from the same fiat debasement dynamic; up ~62% YTD yet still part of the hard-asset catch-up trade.
“gold and silver is just a physical asset — I'm not relying on a promise to pay from anybody else”
90d +55.8% · 180d +49.9%
$5,000 Gold, AI Bubble? & How to Invest Now | Brett Rentmeester Ask Me Anything
2025-09-30 UTILITIES bullish Wealthion · video
Doubling US energy output to support AI buildout creates a structural demand tailwind for the utility sector as a backdoor play on the AI boom without paying peak-valuation tech multiples.
“utilities are a sector that may benefit … that is a backdoor play to this boom”
$5,000 Gold, AI Bubble? & How to Invest Now | Brett Rentmeester Ask Me Anything
2025-09-30 GOLD bullish Wealthion · video
Gold is making a catch-up play to the volume of money printed, central banks and institutions are accelerating purchases, and as a no-counterparty-liability asset it benefits from any loss of confidence in fiat promises.
“the race to 5,000, you know, that could happen in the next 12 months”
90d +12.1% · 180d +16.6%
$5,000 Gold, AI Bubble? & How to Invest Now | Brett Rentmeester Ask Me Anything
2025-09-30 Commercial Real Estate bearish Wealthion · video
Vacancy data still shows huge unused space in major city office markets, and work-from-home structural demand destruction has not reversed, making recovery unlikely.
“we're still concerned about office buildings because the data is showing huge vacancy still”
90d +1.7% · 180d +2.6%
$5,000 Gold, AI Bubble? & How to Invest Now | Brett Rentmeester Ask Me Anything
2025-09-30 BITCOIN bullish Wealthion · video
Crypto serves as the high-risk, high-reward leg of a barbell portfolio that offsets hard-asset hedges; dollar debasement and potential government balance-sheet accumulation (Bitcoin reserves) support long-term appreciation.
“I put cryptocurrency in that too. High risk, but high reward.”
90d -23.6% · 180d -42.2%
$5,000 Gold, AI Bubble? & How to Invest Now | Brett Rentmeester Ask Me Anything
2025-09-30 Big Tech bullish Wealthion · video
AI demand is real and broad unlike the 1999 dotcom cycle, but peak-valuation mega-caps carry excess risk; relative-value names — specifically one robotics-focused company — offer AI exposure at better entry points.
“we are in AI, but we're not chasing the big winners … there's one we really like that focuses on the future of robotics”
90d +3.5% · 180d -6.8%
$5,000 Gold, AI Bubble? & How to Invest Now | Brett Rentmeester Ask Me Anything
2025-09-30 long GOLD / long VC / long USTS hedge Wealthion · video
A barbell of hard assets (gold, silver, farmland) against high-risk growth bets (VC, crypto, cannabis) replaces the 60/40 model because falling real rates on bonds and ongoing fiat debasement break the bond anchor while selective growth bets capture AI/energy…
“weights on both sides … some bets that are high risk … offsetting that, you've got gold and silver, you've got farmland”
90d +6.8% · 180d +8.6%
$5,000 Gold, AI Bubble? & How to Invest Now | Brett Rentmeester Ask Me Anything
2025-09-10 GOLD bullish Wealthion · video
Governments cannot service exploding debt without printing money, which continuously debases fiat currencies, making physical gold held outside the banking system the essential store of value and extreme-scenario hedge.
“as long as there's money printed, prices will continue to reflect that in the gold and silver markets”
90d +15.6% · 180d +40.9%
The Dollar’s 99% Collapse vs Gold | Brett Rentmeester
2025-09-10 long SILVER / long GOLD ratio Wealthion · video
The gold/silver price ratio at 88:1 is far above both the geological extraction ratio (~10:1) and the prior-cycle peak ratio (~30s), so overweighting silver relative to gold captures mean-reversion of a historically stretched spread.
“88 ounces of silver only buys you 1 ounce of gold... the last time we had a relative peak in 2011, that ratio was maybe in the 30s”
90d +31.5% · 180d +75.1%
The Dollar’s 99% Collapse vs Gold | Brett Rentmeester
2025-08-26 FARMLAND bullish Wealthion · video
Hard asset in limited supply that cannot be printed; food prices structurally rising; organic conversion compounds returns (organic blueberries fetch double the price), generating farm profitability over a multi-year horizon.
“that little pint of blueberries in the grocery store is about double the price once it's organic”
AI Boom vs Debt Doom? Brett Rentmeester on Markets at a Crossroads
2025-08-26 CANNABIS STOCKS bullish Wealthion · video
Growth industry with positive regulatory catalysts ahead that remains 80–90% off all-time highs even after a recent surge, leaving substantial upside if the thesis plays out.
“anytime you look at sectors that are 80 90% off their all-time highs, even with a strong move, there's probably a lot of room”
AI Boom vs Debt Doom? Brett Rentmeester on Markets at a Crossroads
2025-08-26 GOLD bullish Wealthion · video
Governments must print money to debase currencies and service unsustainable debt, driving value into scarce non-printable assets; gold remains undervalued relative to the ongoing expansion of global money supply.
“you can make strong arguments why they're still undervalued relative to the growing money supply”
90d +21.8% · 180d +54.2% · 1y +35.0%
AI Boom vs Debt Doom? Brett Rentmeester on Markets at a Crossroads
2025-08-26 ENERGY bullish Wealthion · video
Dividend-paying energy infrastructure is out of favor and offers income plus low correlation to high-valuation tech, providing balance against the risk of an AI hype-cycle correction.
90d +1.9% · 180d +27.2% · 1y +45.9%
AI Boom vs Debt Doom? Brett Rentmeester on Markets at a Crossroads
2025-08-26 long USTS / long Private Credit other Wealthion · video
Bond barbell that avoids duration risk by pairing liquid short-term Treasuries for coupon clipping with private credit at 8–12% projected returns, sidestepping long-bond vulnerability to debt-driven rate and inflation risk.
“we would not be taking on tremendous interest rate risk. We would not be owning long-term bonds”
90d -2.4% · 180d -3.4% · 1y -0.1%
AI Boom vs Debt Doom? Brett Rentmeester on Markets at a Crossroads
2025-08-04 SUI bullish Wealthion · video
Sui (built by ex-Meta/Diem engineers) targets the same high-speed consumer-transaction bucket as Solana—quick, low-cost peer-to-peer transfers for social and micro-payment applications
“Stewie, which are ex Facebook people when they were developing a coin, is in that space”
90d -0.2% · 180d +1.7% · 1y +0.1%
Crypto’s Future Unlocked: Brett Rentmeester’s Guide to Bitcoin, Ethereum & AI
2025-08-04 BITCOIN bullish Wealthion · video
Bitcoin has evolved from a payment system into a winner-take-all global store of value, now a top-5 asset by market cap and top-10 global currency, with Gresham's Law ensuring holders prefer to save it rather than spend it
“store of value… Bitcoin I think is the clear winner there”
90d -3.9% · 180d -31.6% · 1y -44.3%
Crypto’s Future Unlocked: Brett Rentmeester’s Guide to Bitcoin, Ethereum & AI
2025-08-04 ETH bullish Wealthion · video
Ethereum remains the dominant DeFi settlement layer because finance applications require security and an established network, validated by Coinbase choosing to build its Base chain on top of Ethereum infrastructure
“Coinbase is pretty knowledgeable and they see a lot, so they're giving a strong validation that Ethereum has a pretty significant place”
90d -2.3% · 180d -36.5% · 1y -48.3%
Crypto’s Future Unlocked: Brett Rentmeester’s Guide to Bitcoin, Ethereum & AI
2025-08-04 TAO bullish Wealthion · video
Bittensor coordinates independent AI development teams through a decentralized incentive system, allowing any developer to plug in and attract capital without going through big tech, making it a foundational platform for the decentralized AI megatrend
“I'm familiar with one called Bit Tensor… it helps coordinate different independent teams and has an incentive system”
Crypto’s Future Unlocked: Brett Rentmeester’s Guide to Bitcoin, Ethereum & AI
2025-08-04 VIRTUAL (VIRTUALS PROTOCOL) bullish Wealthion · video
Virtuals Protocol on Coinbase's Base chain enables developers to deploy autonomous AI agents at low cost, representing the practical infrastructure layer for the decentralized AI theme without requiring centralized big-tech gatekeepers
“virtuals is a platform where people are basically building these agents or bots… empowering these agents to go out with AI intelligence”
Crypto’s Future Unlocked: Brett Rentmeester’s Guide to Bitcoin, Ethereum & AI
2025-08-04 RWA bullish Wealthion · video
Tokenization of illiquid and traditional assets—including private equity and stocks trading 24/7—will create real-time markets for previously locked-up capital, driven by platforms like Robinhood moving into this space
“companies like Robinhood talking about tokenizing all sorts of assets… illiquid assets that can now have a real-time market”
Crypto’s Future Unlocked: Brett Rentmeester’s Guide to Bitcoin, Ethereum & AI
2025-07-21 USTS bearish Wealthion · video
With global debt levels at extremes and governments structurally printing money, bonds face a potential crisis as the primary alternative to equities — offering capped upside and existential downside if fiscal credibility breaks
“Bonds might be the epicenter of the next crisis.”
90d -3.9% · 180d -2.8% · 1y -2.4%
Gerald Celente: AI Bust, Gold Boom, War & Global Recession Ahead?
2025-07-21 AI MEGA-CAP TECHNOLOGY STOCKS bearish Wealthion · video
AI mega-caps are running on stretched valuations and momentum-chasing rather than fundamentals, creating significant pullback risk for investors who are overconcentrated in that cohort
“There's a danger if you're just chasing the AI mega caps that are running. There could be a significant pullback at some point.”
Gerald Celente: AI Bust, Gold Boom, War & Global Recession Ahead?
2025-05-27 BITCOIN bullish Wealthion · video
Mushrooming global fiat debt problem makes Bitcoin a critical store-of-value alternative; 4-year halving cycle points to a near-term cycle peak of $150K–$400K, with a longer-term 10x scenario (~$1M) if Bitcoin's market cap rivals gold's
“if you look to a cycle where it rivals gold, it's probably pushing a 10x from here”
90d +1.0% · 180d -20.4% · 1y -31.8%
Bitcoin to 10X? Brett Rentmeester on Crypto, the Death of 60/40, AI & The 4th Turning
2025-05-27 GOLD bullish Wealthion · video
Stocks and bonds are richly valued after decades of money printing and face a potential multi-year rising-rate cycle; hard assets like gold that cannot be printed out of thin air provide essential defensive exposure if the global financial order deteriorates
“hard assets that can't be printed out of thin air that are defensive if the world goes off the rails”
90d +1.8% · 180d +24.9% · 1y +34.2%
Bitcoin to 10X? Brett Rentmeester on Crypto, the Death of 60/40, AI & The 4th Turning
2025-05-27 Crypto Other bullish Wealthion · video
Decentralized AI platforms that coordinate contributors and reward them with tokens—rather than concentrating AI ownership in a single company—represent the next major convergence theme between AI and crypto
“almost becoming coordination platforms with incentives to fund groups of entrepreneurs...building AI”
Bitcoin to 10X? Brett Rentmeester on Crypto, the Death of 60/40, AI & The 4th Turning
2025-04-08 BITCOIN bullish Wealthion · video
Bitcoin is a complementary hard-money asset to gold whose adoption is progressing faster than internet adoption; improving US regulatory framework will drive mainstream institutional adoption and over time shift its correlation away from risk assets toward…
“adoption rate it's moving at quicker pace than internet adoption”
90d +42.0% · 180d +62.0% · 1y -6.8%
Larry Lepard: Gold Stocks Are Set to Explode | The Big Print & Asymmetric Bets | Part II
2025-04-07 GOLD bullish Wealthion · video
Global debt unsustainability, Basel III elevating gold to Tier 1 bank asset, and central bank accumulation support gold to $5k–$15k over the next 3–5 years as currency risk forces capital into no-counterparty-risk assets
“gold could be $5 to $15,000 in the next three to five years is kind of a range that we think is very reasonable”
90d +12.3% · 180d +33.1% · 1y +57.8%
Scott Bessent Endorsed Gold? | Wealthion Flash Market Report
2025-01-29 TOBACCO INDUSTRY bullish Wealthion · video
Tobacco companies trade at single-digit PE ratios and yield ~8%, while holding potential to become cannabis market leaders as legalization expands—cheap valuation plus a free optionality call
“a lot of those companies trade at single-digit PE ratios and are one company I'm thinking of yields you know eight percent a year”
Massive Debt and Big Changes: A New Economy Is Emerging | Brett Rentmeester
2025-01-29 Private Credit bullish Wealthion · video
Private credit secured by hard-asset collateral yields 8–12%, and secondary-market purchases from liquidity-seeking LPs can be acquired at a discount to NAV, offering a margin of safety unavailable in tight public credit markets
“normally you can buy those at a discount from them”
90d -8.8% · 180d +2.4% · 1y -4.9%
Massive Debt and Big Changes: A New Economy Is Emerging | Brett Rentmeester
2025-01-29 NVDA bearish Wealthion · video
DeepSeek demonstrated that AI model parity can be achieved with cheaper chips and less energy, undermining the monopoly-pricing premium baked into Nvidia's valuation
“there's always caution with something like Nvidia...priced like monopolies like they've got a lock on the space”
Massive Debt and Big Changes: A New Economy Is Emerging | Brett Rentmeester
2025-01-29 ENERGY bullish Wealthion · video
Pipeline and midstream MLPs earn toll-road economics regardless of commodity price direction, insulating them from the supply-expansion headwind that makes E&P names riskier under a pro-energy Trump administration
“we historically liked energy infrastructure master limited partnerships these are like the pipelines the things that actually get energy from point A to point B”
90d -7.1% · 180d -0.2% · 1y +16.4%
Massive Debt and Big Changes: A New Economy Is Emerging | Brett Rentmeester
2025-01-29 LNG bullish Wealthion · video
Trump's executive order reversing the LNG export ban opens a major arbitrage: European LNG prices run 4–5x US domestic prices, creating a structural demand surge for US export capacity
“liquefied natural gas in Europe is something like four to five times the cost here in the US so kind of opens up that Gateway”
90d +4.5% · 180d +0.6% · 1y -5.7%
Massive Debt and Big Changes: A New Economy Is Emerging | Brett Rentmeester
2025-01-29 USTS bullish Wealthion · video
Rolling short-term Treasuries at current rates provides attractive liquid yield while avoiding the duration risk of long bonds in an environment where the long end is rising
“rolling short-term treasuries at these rates still makes sense”
90d +4.1% · 180d +3.6% · 1y +7.2%
Massive Debt and Big Changes: A New Economy Is Emerging | Brett Rentmeester
2025-01-29 long VALUE AI EQUITIES (UNDISCOVERED PUBLIC NAMES) / long AI-FOCUSED PRIVATE VENTURE CAPITAL basket Wealthion · video
Capture AI upside by pairing cheap undiscovered public AI names (full valuation not recognized) with private-market AI venture capital where entry is at startup multiples rather than trillion-dollar public valuations
“we kind of pair that with actually some private investing venture capital that is largely focused on AI”
Massive Debt and Big Changes: A New Economy Is Emerging | Brett Rentmeester
2025-01-29 long GOLD / long SILVER basket Wealthion · video
Hold physical gold and silver in non-bank vaults as a hard-money hedge against financial system failure and dollar debasement, since fiat systems are fundamentally unsustainable given global debt levels
“precious metals gold and silver...held in a nonbank vault so not a line item at a brokerage firm”
90d +13.5% · 180d +21.9% · 1y +186.1%
Massive Debt and Big Changes: A New Economy Is Emerging | Brett Rentmeester
2024-10-24 ENERGY bullish Wealthion · video
Master limited partnerships provide inflation-resistant hard-asset exposure through energy infrastructure in a rising-rate, higher-inflation environment where traditional stocks and bonds face simultaneous headwinds
“master limited partnerships are an area we've had a lot of success with”
90d +3.1% · 180d -7.9% · 1y +1.3%
Larry McDonald: Inflation, Energy Shocks & The New Economic Paradigm
2024-10-24 USTS bullish Wealthion · video
With interest rates potentially rising in a re-inflationary environment, duration risk is a major bond headwind; short-term Treasuries preserve capital while avoiding the mark-to-market losses of long-duration bonds
“maybe short-term treasuries are a good place to hold out”
90d -1.8% · 180d +1.0% · 1y +6.5%
Larry McDonald: Inflation, Energy Shocks & The New Economic Paradigm
2024-10-24 GOLD bullish Wealthion · video
Sustained money printing, an overvalued equity market, political instability, and a potential multi-decade currency transition make precious metals a necessary portfolio anchor for what-could-go-wrong scenarios
“you want to consider precious metals both gold and silver”
90d +0.6% · 180d +23.1% · 1y +49.3%
Larry McDonald: Inflation, Energy Shocks & The New Economic Paradigm
2024-10-24 CRYPTOCURRENCY bullish Wealthion · video
As governments continue unlimited money printing and fiat credibility erodes, cryptocurrency serves as a speculative but legitimate hedge against currency debasement
“cryptocurrency still a wild card but something investors should consider as the world keeps printing money”
Larry McDonald: Inflation, Energy Shocks & The New Economic Paradigm
2024-10-24 BUILD-TO-RENT RESIDENTIAL REAL ESTATE bullish Wealthion · video
Structurally unaffordable home purchase prices are driving renters toward single-family rental communities, creating durable demand for build-to-rent operators in a niche insulated from the broader real estate rate headwind
“as it gets more unaffordable for people to buy their first home people are choosing to rent but want a more homelike system”
Larry McDonald: Inflation, Energy Shocks & The New Economic Paradigm
2024-09-07 BUILD-TO-RENT RESIDENTIAL REAL ESTATE (SUN BELT) bullish Wealthion · video
Structural demand for rental housing is growing — driven by home-affordability constraints, young-worker mobility, and 55+ lifestyle repositioning — while the build-to-rent model captures single-family premiums with multifamily financing and a repeatable…
“renting on paper economically is a better option than owning for many people a growing percentage of people”
Weekly Recap: Recession vs. Bullishness? A Weaker Dollar? & Build To Rent
2024-09-05 BUILD-TO-RENT RESIDENTIAL COMMUNITIES (SUN BELT) bullish Wealthion · video
Affordability constraints price out first-time buyers for years, young mobile workers prefer flexibility over ownership, and a 70% post-2023 supply collapse sets up a structural rental shortage in Sun Belt markets by 2026 — creating durable cash flow for…
“by 2026 it's starting to look like you've got a supply problem in a lot of these growing markets again”
Is Homeownership Dead? The Future of Real Estate Investing | Brett Rentmeester
2024-09-05 Commercial Real Estate bearish Wealthion · video
Average office occupancy in the 10 largest US cities sits at 47.2%, while crime and high costs are driving out wealthy residents and eroding the tax base — structural overhang means 'much more pain to come in urban centers'
“less than half occupancy rate in office buildings — that's pretty damning”
90d -1.8% · 180d +0.1% · 1y -1.1%
Is Homeownership Dead? The Future of Real Estate Investing | Brett Rentmeester
2024-09-05 SUN BELT MULTIFAMILY APARTMENTS bullish Wealthion · video
Migration from high-cost, high-crime urban centers to Sun Belt states with lower taxes and regulation continues to drive apartment demand, and soft rents over the past two years appear to be bottoming in 2024–2025
“multi family apartment type living in the Sun Belt states is going to continue to do well”
Is Homeownership Dead? The Future of Real Estate Investing | Brett Rentmeester
2024-09-05 US SINGLE-FAMILY HOME PRICES bearish Wealthion · video
Median home prices remain historically elevated with rates well above pandemic lows, making ownership unaffordable for most median-income earners; valuations are 'flashing red like 2006' and any recession could accelerate a correction
“flashing a red warning like maybe an '06 that values are very very elevated”
Is Homeownership Dead? The Future of Real Estate Investing | Brett Rentmeester
2024-09-05 FARMLAND bullish Wealthion · video
Farmland is a food-production core asset for the economy, serving as an inflation hedge and cash-flow generator with the same structural permanence as other real estate, and is an area WindRock actively favors
“farmland — just kind of a food production core asset for an economy — an area we like as well”
Is Homeownership Dead? The Future of Real Estate Investing | Brett Rentmeester

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