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