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When markets feel the loudest, the best signals are often the quietest and they’re usually buried in history. We pull a December 2020 webinar back off the shelf and treat it like a time capsule: what we thought inflation, real estate, and the broader economy would do coming out of the pandemic, and what those same data points can still teach us as we head into 2025.

I walk through the core idea that has guided my investing through multiple cycles: chaos creates opportunity. That is not motivational talk. It’s a practical framework for staying calm while other people panic, then using fundamentals to find the “loophole” inside the chaos. We dig into why I focus on cash flow and cash-on-cash return instead of trying to predict appreciation, and how a downturn can actually improve returns when rents hold steady and assets get cheaper.

From there we zoom out to inflation indicators you can measure. We compare long-term moves in gold prices and average home prices, then zero in on the late 1970s inflation spike to understand what rapid inflation looks like in real time. We also connect high interest rates to the rise of owner financing, and why leverage terms and structure can matter more than the headline purchase price.

If you care about real estate investing, inflation hedges, precious metals, and making smart moves around big catalysts like elections, this one gives you a clear lens for thinking ahead. Subscribe, share this with an investor friend, and leave a review so more people can find the show.

www.stephanpiscanopodcast.com
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