Exploring the constraints on existing home supply, the impact of rising interest rates, and the increasing corporate ownership of single-family homes for rentals, with a focus on the role of new home builders in addressing these challenges.
The old CEO is the new CEO at the athletic brand, but can he turn the ship around?
(00:21) Jason Hall and Deidre Woollard discuss:
- Why Kevin Plank is back in the CEO seat at Under Armour.
- What makes Dick’s Sporting Goods so resilient.
- The making of a perfect storm for homebuilders.
(15:42) Bill Mann talks to Pagaya CEO Gal Krubiner about using AI to change the world of fintech.
Companies discussed: LEN, PGY, DKS, UA, UAA
Host: Deidre Woollard
Guests: Gal Krubiner, Bill Mann, Jason Hall
Producer: Ricky Mulvey
Engineers: Kyle Carruthers, Dan Boyd
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