1469: The Dragon Portfolio Hawks & Serpents, Hertz Exec Bonus Pre-Bankruptcy, Galloway on Higher Ed
Virtual Meet the Masters, coming up! Jason Hartman reminds listeners of the benefits of getting dressed when working from the home office. Will higher education\u2019s business model change? Did Hertz get caught lining their pockets before filing bankruptcy?\xa0
George Gammon returns to discuss the allegory of the Hawk & Serpents. What kind of economic cycle are we in right now? How long will it last, and what\u2019s to learn from it?\xa0
Key Takeaways:
[3:20] The importance of getting up and getting dressed when you go to work at the home office.
[9:15] Scott Galloway talking about the imminent disruption of higher education\u2019s business model.
[10:45] What did Hertz do before filing for bankruptcy protection?
[15:50] What is the dragon portfolio? And what is a risk parody portfolio?
[17:00] Allegory of the Hawk & Serpents, and understanding the twenty to thirty-year economic cycles.\xa0
[20:20] Link for the cycles:\xa0https://docsend.com/view/taygkbn
[24:30] We don\u2019t have inflation or deflation, we have a combination of both all the time.
[31:45] One would think that when you have a strong dollar, everything else would be cheap in comparison. George says there isn\u2019t really a correlation between the consumer price index compared to what the dollar is doing.
Websites:
Dragon Portfolio:\xa0https://docsend.com/view/taygkbn
Jason Hartman PropertyCast (Libsyn)
Jason Hartman PropertyCast (iTunes)
1-800-HARTMAN