
Central Bankers Spoke... Are Investors Listening? w/ Brent Donnelly
Real Vision: Finance & Investing
The Disinflationary Impulse of Home Builders
There's shortages everywhere, right? Like there's just not enough homes for sale. So people are banking on OER and rents and and home prices to be like the final disinflationary thing that gets us from like four and a half to two. And I just don't think that's going to be the case.
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