With Charles Hugh Smith & Gordon T Long
28 Minutes, 27 Slides
Gordon T Long and Charles Hugh Smith lay out the looming domino they see in
the US Retail CRE (Commercial Real Estate) space due to the advancement of
online and robotic technologies. The rapidly advancing ramifications are both
startling and alarming.
Examples Discussed
- Store Replacements: The Redbox Model
- Instore Kiosks
- Applebee's "Waiter Terminator"
- Smoothies "Automated Dispensers"
- McDonalds's "Smart Restaurant"
- The "Brown Truck" Store
An 'Over-Stored' America
The Retail building boom in America has created yet another bubble - The Stealth
Retail CRE Bubble.
Shadow Bank Financing
Gordon outlines how the Shadow Banking system has 'morphed' since the 2008
financial crisis. He explains why Commercial Real Estate financing is presently
seriously exposed to a crisis in short term funding disruptions, in a similar
fashion to Residential Real Estate prior to the 2008 crisis. He shows the new
instruments that are now being used and why they will be the new acronyms of
the next financial crisis.
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