Is There a Supply Shock Risk in the Housing Market?

There is a supply shock risk that could be quite negative for the housing market. We've kind of already seen a little bit of a credit event this year, right? I view the collapse in the crypto space really as a credit event. So we're already seeing the early signs, right? The very, very top of extras pyramid is already failing because I would put FTX, BlockFi, all those DeFi platforms, all the way at the top of the pyramid risk, garbage risk assets. That's only going to work so long.

Play episode from 22:32

Transcript

Episode notes

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app