Nov. 12, 2025
Ep. 15: Gundlach, Buffett, & the Shifting Age of Homebuyers
Jeff Gundlach’s macro outlook, Warren Buffett’s quiet farewell, and the rising age of first-time homebuyers — Matt explores what these signals mean for investors and the broader economy. Plus, a Buffett-approved book recommendation: The Most Important Thing by Howard Marks, a timeless guide to risk, valuation, and mindset. Timestamps: 00:00 Intro 00:34 Jeff Gundlach Interview 02:36 Interest Rates, The Presidents Opinion, & Gudlachs 04:43 Private Credit & Liquidity Risk 08:55 Warren Buffett Goes Quiet 11:15 The Age 40 Homebuyer & Rentals 15:05 Book Recommendation: Howard Marks Memos & Buffett’s Wisdom Affiliate links:
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