Introduction

On this episode of “On The Tape,” Danny Moses is joined by Ivy Zelman of Zelman & Associates, who called the housing bust in 2008, for a conversation about the current state of the housing market. 

Timecode Topics:

• Intro (0:00)
• How the pandemic changed the housing market (3:00)
• Price inflation (7:00)
• Mortgage rates & how fluctuating interest rates impact the housing sector (10:30)
• Housing inventories (15:00) 
• Quantitative easing (18:35)
• The rental market (20:10)
• Ivy’s top ideas (25:15)

Ivy Zelman’s Stock Disclosures:

BZH, CCS, HOV, KBH, LEN, MDC, MHO, MTH, PMH, TOL & TMHC r 

Stock Ownership:

   Analyst: No

   Analyst’s Family: No

   Analyst’s Firm: No

Investment Banking Client: No

Other Conflicts: Yes – Zelman has received compensation for products or services other than investment banking services.

DFH:

Stock Ownership:

   Analyst: No

   Analyst’s Family: No

   Analyst’s Firm: No

Investment Banking Client: Yes

Other Conflicts: Yes – Zelman has received compensation for products or services other than investment

banking services.

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About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

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Check out our show notes here

See what adding futures can do for you at cmegroup.com/onthetape.

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Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads

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