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Lumbering Through Fed Week + Michael Marone & Boris Vuchic Of Crescent Rock Capital

RiskReversal Pod

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The Softening Demand for Durable Goods

There's still a chance there's this gap between, okay, the permits are out there, right? The expectation is that we're going to build more houses. But the other thing that's increasing slowly sort of there every once in a while making headlines is the amount of deals that get walked away from. So maybe your plan is to build a home, but then at some point, if something changes in your professional life or your life at all, you might walk away from it and say, you know what, we can't do that anymore.

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