Never Buy New Lows, Never Short New Highs
The Compound and Friends
00:00
Navigating Economic Indicators and Housing Market Challenges
This chapter explores the current labor market dynamics, focusing on low unemployment rates amid inflation and high job openings, while discussing the challenges posed by recession risks. The speakers analyze the implications of the yield curve as a recession indicator and its impact on lending practices, highlighting the complex interplay of various economic factors. Additionally, the chapter addresses the housing market, emphasizing rising mortgage rates, affordability issues for new buyers, and the influence of demographic changes on demand.
Transcript
Play full episode
