
#155 Meredith Whitney On The 'Bifurcated' Economy And Consumer, Why It Will 'Pay To Be Patient' For Young Homebuyers, And The Coming 'Silver Tsunami'
The Julia La Roche Show
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Economic Disparities and Housing Market Trends
The chapter explores the bifurcated economy's impact on consumers, discussing sentiments of different segments amid inflation. It predicts a decline in home prices due to a potential supply glut from older downsizing homeowners and analyzes the current housing market trends driven by seasonal inventory increases. Emphasis is placed on demographic shifts, particularly the aging population, and the impending challenges posed by the 'silver tsunami' of seniors on various sectors like housing, the economy, and government entitlements.
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