4min chapter

The Joe Walker Podcast cover image

On Radical Uncertainty, "Phantastic Objects", And Blowing Bubbles - David Tuckett

The Joe Walker Podcast

CHAPTER

The Contrarian Effect of Group Feel in Housing Bubbles

The group feel is particularly intense with housing bubbles because it's an asset that's widely owned. And what I've noticed is that the people who, because calling out a bubble or being bearish on a bubble is an inherently contrarian position are either highly disagreeable individuals or have mild Asperger's. That will be a good, yeah. It's probably a company that was short sold by one of my friends and guests of the podcast, John Hempton, who's a legendary short seller.

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