The Rise of the Urban Center Home Builder

Timothy Stanley: If you think about the home builders versus the last home building crisis, right? They were just way out over their skis. This is a complete and the supply demand dynamic was way out of whack. It's not a move that I think is really that sustainable. He says we're in this kind of fed pivot window. The question is what happens after that? Do you have the proverbial soft landing or do you go into a recession?