Forward Guidance

Real Estate Market Will Stay "Savagely Unhealthy" For A Long Time | Logan Mohtashami

Aug 9, 2022
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Transcript
Episode notes
1
Introduction
00:00 • 3min
2
The History of the Housing Market
02:47 • 5min
3
The Negative Effects of Low Mortgage Rates on the Housing Bubble
07:30 • 1min
4
The Importance of Inventory Channels in the Housing Market
08:53 • 4min
5
The Importance of Inventory in the Housing Market
12:36 • 4min
6
The Two Cycles in US Economics
16:32 • 2min
7
The Credit Boom and the Job Loss Recession
18:31 • 2min
8
The Subprime Boom and the Rise of Mortgage Rates
20:43 • 5min
9
The Mortgage Market Meltdown
26:11 • 3min
10
The 10 Year Yield in Mortgage Rates Is Normal Post 1982
29:18 • 3min
11
The Economic Cycle and the Recession Red Flags
31:54 • 5min
12
What Does Housing Typically Do During a Recession?
36:44 • 4min
13
The Effects of a Job Loss Recession on Inventory
40:41 • 2min
14
The Importance of Inventory in the Market
43:09 • 3min
15
The Fear of 2020 to 2024
46:06 • 3min
16
The Housing Recession and the Inventory Crisis
48:48 • 2min
17
The Impact of Higher Rates on the Economy
50:50 • 2min
18
The Relationship Between Rental Market and Home Price Market
53:03 • 3min
19
The Doom and Gloom of Housing
55:44 • 6min
20
The Economic Cycle Timing and the Housing Market
01:01:21 • 2min
21
The Housing Recession and the Housing Market
01:03:19 • 3min
22
The Fear of Mortgage Rates Coming Back Down
01:06:30 • 2min
23
The 10 Year Treasury and the Mortgage Rate Move in Lock Step
01:08:33 • 2min
24
The Future of Housing in the United States
01:10:04 • 3min