Masters in Business cover image

Ed Yardeni on Long-Term Bull Market

Masters in Business

00:00

Housing Market Dynamics and Economic Stimulus

The chapter explores the complexities of the residential real estate market, including supply shortages, the impact of low mortgage rates, and demographic influences. It also discusses the significance of fiscal stimulus programs like the CARES Act and the potential boost from infrastructure investments. Additionally, it delves into the effects of onshoring trends, high-skilled immigration, and the analysis of market performance amidst discussions on recessions and stock market predictions.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app