Episode 45: Getting Comfortable With the Uncomfortable
About this episode
Scott Rechler discusses leading through uncertainty and the importance of getting comfortable with discomfort in investment strategies.
Charlie Harary and RXR CEO Scott Rechler continue their discussion on leading through uncertainty, arguing that peace of mind comes from getting comfortable with discomfort and avoiding paralyzing anxiety. Scott describes how investors are shifting toward a “halo strategy” (hard assets, low obsolescence), emphasizing durable demand, current cash flow, and a protective moat, with examples including U.S. rental housing and the continued value of New York office buildings for collaboration, capital formation, and AI application development. They address how to stay honest about obsolescence risk by defining objective criteria (as in “Project Kodak”), weighting metrics, and using AI to speed analysis across portfolios, tenants, and regions. Scott explains separating signal from noise by tracking substantive facts over loud headlines, journaling and writing to clarify concerns, and continually recalibrating plans as conditions evolve, supported by task forces and weekly white-paper reviews grounded in hungry, humble leadership.
People in this episode
Host: Charlie Harary
Guest: Scott Rechler
Mentioned in this episode
Organizations: RXR, Project Kodak
Places: New York, U.S.
More episodes of Crossing the Chasm - A Strategic Conversation with Scott Rechler, RXR
- Episode 44: Why Uncertainty Is the New Normal
- Episode 43: On the Other Side of the Chasm
- Episode 42: Chaos Is a Competitive Advantage
- Episode 41: Building Teams That Learn, Fall, and Rise
- Episode 40: Adapting to Rapid Technological Change: Insights from the Middle East
- Episode 39: The Art of Constructive Reviews
Explore listener stats, chart rankings, contacts and more on the Crossing the Chasm - A Strategic Conversation with Scott Rechler, RXR podcast page.