The Business Brew

Logan Mohtashami - Bear Crusher

Sep 16, 2021
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Episode notes
1
Introduction
00:00 • 3min
2
Fleets on Twitter
02:38 • 2min
3
What I Wanted to Do Was Write About Real Estate
04:24 • 2min
4
Is There a Recessionary Date?
06:16 • 2min
5
How Did That Not Break Your Models?
07:55 • 3min
6
The Financial Balance Sheet of American Households Have Never Looked Better
10:41 • 2min
7
Recessionary Yields and Yield Ranges Are Really Crucial
12:35 • 2min
8
Is the Next Recession Going to Come?
14:23 • 2min
9
The Economic Expansion Is Early
15:57 • 2min
10
Inverted Yeal Curve
17:40 • 2min
11
Is the Rate of Growth of Everything Going to Slow Down?
19:21 • 2min
12
The Lowest Mortgage Rates Ever
20:58 • 1min
13
Forbearance Crash Bros.
22:26 • 2min
14
Isn't Forbearance Data Crushing Logan Economics?
24:12 • 2min
15
Home Sales Are Going to Be Positive
25:45 • 2min
16
What Are You Guys Doing Here?
27:41 • 2min
17
Stock Market Recovery - Is the Federal Reserve Going All In?
29:48 • 2min
18
The Best Trading Environment I'll Ever See in My Life
31:30 • 2min
19
Do You Have Faith in Your Models?
33:12 • 2min
20
Don't Collect Rent Until 2021
35:06 • 2min
21
You're Not a Millionaire, So You Can't Do It. You Don't Have That Kind of Cashall.
36:38 • 2min
22
I'm Going to Make a Lot of Money Traiding Stocks
38:16 • 2min
23
I'm Not a Wall Street Bet's Person, but It Doesn't Stink.
39:49 • 2min
24
Stock Tipse - I Don't Want People to Listen to Me
41:22 • 5min
25
Political Economic Theory Is the Worst
46:30 • 2min
26
Emotionally Fine, I Don't Read People's Work
48:14 • 2min
27
The Work From Home Model
49:50 • 2min
28
The Work From Home Model Can Facilitate Even Faster Growth
51:27 • 2min
29
The Existing Homesale Market Is a Little Bit Different
53:52 • 2min
30
The Pandemic Is Not the Virus X That I'm Worried About.
55:29 • 2min
31
Are Real Home Prices Going Down?
57:53 • 2min
32
Housing Market
59:59 • 2min
33
Home Price Growth - The Worst Confidence Innex Ever
01:01:56 • 3min
34
Housing a Crasher?
01:04:41 • 2min
35
The Unhealthiest Housing Markets
01:06:14 • 2min
36
The Unhealthiest Market
01:08:08 • 2min
37
Home Builders' Forecast
01:09:47 • 3min
38
The Builders Are Just Doing What They Do Best
01:12:19 • 5min
39
New Homesales Has to Grow, Right?
01:17:46 • 2min
40
Why Aren't Investors Selling Their Homes?
01:20:04 • 2min
41
Home Prices Are Going to Crash Back to 20 12 Levels
01:22:24 • 2min
42
Millennials Aren't the Problem, They're the Problem
01:24:07 • 4min
43
I'm a Bear. It's Nice to Find You
01:28:33 • 3min
44
Why Is the Housing Market Going to Crash?
01:31:04 • 2min
45
Home Sales Under Four Million
01:32:38 • 2min
46
The Rate of Growth Should Cool Down
01:34:10 • 2min
47
Zilo Red Fin and Eye Buyers - What's the Market Share?
01:35:56 • 1min
48
Wall Street's Letting It Slide
01:37:23 • 4min