Finding the Best Returns

The video discusses strategies for capital allocation in uncertain times, emphasizing inflation-protected assets, long-term investments, and value over growth. It highlights the importance of optionality, diversification, and experienced managers. The housing market is explored, noting trends like millennial nesting and senior living. The focus is on long-term investments, anticipating market corrections, and controlling investment variables. The video concludes with insights on private equity performance in dislocated markets.

How does the speaker view the housing market in the context of current economic conditions?

What are the potential risks mentioned regarding an economic slowdown?

What is the speaker's perspective on controlling investments over the long term?