As a long-time Fundrise investor (and podcast listener) Ben and his team never cease to amaze. It’s not another how they make money for people like me (although that’s cool) but how consistently they reinvent themselves and how broad and forward their point of view really is.
Occasional episodes get too wonky for me, but most are fascinating! They’ve thrown back the curtain on the Washington political machine, artificial intelligence, the nature of crowdfunding, even what makes up the universe. Ben’s a tremendous combination of curious and well-prepared; there are seemingly no emerging trends he hasn’t gamed out well in advance, with a model that takes a clear-eyed yet contrarian view of human history. And Cardiff makes a great Yin to his Yang, keeping things brisk and accessible for Joe or Jane Listener.
Whether or not you consider investing with them, listen with care: Ben and crew have been dead right (IMHO) on inflation remaining surprisingly sticky, the froth ones of equities markets c. 2021; tech funding then drying up, leaving opportunities for the bold and well-capitalized; the partial collapse of the corporate debt market (ex: midsize banks); and (up next, grab your scorecards!) an incoming recession c. 2024 that will finally mute, unfortunately, “perfect soft landing” attitudes currently projected by Wall Street and The Fed itself.
If you’re curious about these things and enjoy any more, dial in - you really can’t know where they’ll go next, but they certainly won’t be restricted by a narrow vision of how world works.
