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E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
All-In with Chamath, Jason, Sacks & Friedberg
Are We Still in the First Phase of the Supply Side Issues?
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People still have a lot of savings because of all the stimulus checks. Once their balance sheets really take the hit, may take a hard look at what their savings are. When this hits housing, that's when we're going to know were in the end game. The mortgage rateus. Hit five point three % why? Why do you say housing is the end game? Well, i think we haven't seen the collapse of housing prices yet,. We're in a housing shortage.
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