There's an article out in the new york times by emily badger and talking about the fact that there's no such thing as a starter home any more. It used to be five to seven years, it's now more like ten to 13. And households are smaller, but home sizes or are much bigger. Every every couple of houses, you see the house that's been remodelled and kind of supersized. You know, i like home depotnd lows as long term investments.
Volkswagen spun off its investment in Porsche for the first big name IPO of 2022. It only took until late September!
(0:18) Dylan Lewis and Tim Beyers discuss: - Why Porsche is going public while other companies are holding off. - Down rounds in the private markets. - Promising results for Biogen’s Alzheimer’s treatment.
Mortgage rates have doubled in the past year. (13:33) Deidre Woollard and Matt Argersinger look at the ripple effects and which companies could benefit from the shift.
Companies mentioned: P911, VWAPY, RACE, BIIB, HD, Z, AOS, WSO, OPEN, LOW
Host: Dylan Lewis Guests: Tim Beyers, Matt Argersinger, Deidre Woolard Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
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