Economic Update – 2023 Q2

Dave Van Horns Interviews CIO Spencer Staples on Current Economic Conditions

In this investor update video, Executive Chairman Dave Van Horn is joined by PPR’s Chief Investment Officer (CIO) Spencer Staples to dig into the data behind current economic trends and what it all means for investors in general – and for PPR’s portfolio in particular.

Note: The entire 46-minute interview is directly below, but it’s also broken into separate ‘chapters’ further down the page that are each suitable to be watched individually.

Investor Update by Topic

See below for individual video “chapters” on:

  • Interest Rate Conditions
  • Inflation Breakdown
  • US Economic Outlook
  • US Housing Market Outlook
  • Regional Banking Crisis
  • Debt Ceiling Negotiations

Inflation Rate Conditions

Inflation Breakdown

U.S. Economic Outlook

U.S. Housing Outlook

Regional Banking Crisis

Debt Ceiling Negotiations