apartment buildings
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 12, 2026 by Paul Kedrosky · across every show →
Everything said about apartment buildings, oldest first
Aug 12, 2026 bearish
Kedrosky: China Will Overbuild AI Data Centers Like Past Real Estate Booms
“I expect you'll see the same phenomenon, albeit with a little less social consequences once all of this turns out to be, it'll be much like what happened with their overbuilding in apartment buildings and residential and industrial space over the last decade.”