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Sebastien Betermier: Hedging, Sentiment, and the Cross-Section of Equity Premia (EP.196)

The Rational Reminder Podcast

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Is Housing a Good Investment in a Portfolio?

It's got to do as much with the hedging demand. If you and i imagine that the price in our neighborhood is going to go up, we have the cash. It gives us access to a long term bont on that one particular good. So it's syklice. We we're in a position of giving financial advice to people, but the sing decision, it's not like portfolio management. You can't just think about me and variance optimization because that doesn't make sense for everdy.

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