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The "Ferrari Problem" Is Coming For Aviation | EP 53
How does an entire market start pricing assets at numbers buyers have never actually paid?
That’s the question behind Episode 53 of The Truth About the Market.
And although Jason starts with Ferrari, this episode is really about airplanes.
Because aviation has all the ingredients required to create the same phenomenon: thin transaction data, private closings, patient sellers, emotional ownership, and asking prices that remain visible while actual sale prices disappear behind confidentiality agreements.
The result can be a market that looks expensive without ever proving buyers will transact…
The skinny
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