Is Wall Street Upbeat About the Outlook of the Economy Post-Pandemic?

Willy Walker interviews Morgan Stanley's Head of U.S. CRE Research, Richard Hill and JPMorgan's Head of Consumer and Specialty Finance Research, Rick Shane to discuss commercial real estate, banking, and consumer finance coming out of the COVID pandemic.


They discuss the comparison of the Great Financial Crisis and the economic turmoil caused by the Pandemic, the likelihood of student loan forgiveness and the potential impact on the lending and housing spaces; and predictions pertaining to the performance of different asset classes, including multifamily, retail, and hospitality.

00:49 - Willy Walker provides background on Morgan Stanley and J.P. Morgan.
04:58 - Willy introduces guests, Rick Shane and Richard Hill.
06:19 - Rick and Richard offer the one stock they’re both in on right now .
09:33 - Rick’s “cautious” approach to the unprecedented events of 2020.
14:30 - Concerns the commercial real estate industry faced in 2020.
20:39 - How the market was able to come back strong.
21:43 - Rick and Richard rate Washington’s financial response to the COVID-19 pandemic.
25:26 - Are things really as good as they currently seem?
27:48 - The future of student loan forgiveness.
34:34 - Rick’s work in the auto finance industry and improving labor markets.
42:23 - The competitive side of remote work vs. in office work.
47:20 - Rich’s thoughts on inflation rates and how it relates to commercial real estate markets.
52:50 - Fintech vs. Traditional Finance Companies.
56:24 - Hospitality rebound and office rebound on the other side of COVID-19.

Listen to find out Richard and Rick's biggest concern about the commercial real estate sector.


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