I would say that there has never been an alignment of political will, economic will, and social will around the production of housing like there is now. The City of New York can leverage its balance sheet as a credit enhancement to banks that are willing to lend around a conversion. I think from a technology perspective, it's I think a lot to do with incremental improvements in the processes. So one company that I'm a huge fan of is Pronto Housing.
Regulators are taking a hard look at acquisitions for Adobe, MIcrosoft, and Amazon. And that might be a good thing for Adobe and Activision shareholders.
(00:21) Emily Flippen and Matt Argersinger discuss:
- Why more rate hikes are on the way. - How housing’s impact on inflation probably won’t slow down any time soon. - Why Activision and Adobe shareholders might not want their company’s proposed acquisitions to go through.
(19:11) Deidre Woollard spoke with Atif Qadir, the founder of proptech company Commonplace, about how issues at regional banks affect real estate, and whether empty office space can really be turned into apartments.
(31:16) Emily and Matt break down two ideas on their radar: Spotify and Schwab US Dividend Equity ETF.
Stocks discussed: ADBE, AMZN, IRBT, MSFT, ATVI, SPOT, SCHD
Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger, Deidre Woolard, Atif Qadir Engineer: Dan Boyd
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