I’d Love To Change The World and a Conversation with Michael Kantrowitz of Piper Sandler
RiskReversal Pod
00:00
The Secular Background for the Economy in the Last 18 Months
Danny Cevallos: The secular backdrop for housing is different, but when you look at the housing data, we've seen some improvement in the NHB index. He says everything that got hit the most last year was due to rates and we've had a rate relief rally in the last seven or eight months. And so housing is bounced with this massive historic bifurcation between new and existing home sales," he said. "I'm not so sure Home Depot really is a winner in this backdrop"
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