Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 5min
The Importance of November 9th in Mortgage Rates
05:12 • 3min
The Importance of Reading Forward Looking Data
08:08 • 2min
The Longest Time to Find a Seasonal Bottom in Inventory
10:29 • 3min
How to Explain Inventory Seasonal Bottoms
13:24 • 3min
The Gandalf Line in the Sand
16:06 • 2min
Bond Yields Should Be Higher or Less Than 4% in 2023
17:55 • 2min
The Fed Wants a Job Loss Recession
19:47 • 3min
The Disconnection Between Lumber Prices and Housing Data
22:26 • 4min
The Retracement of the Housing Bubble
26:46 • 3min
The 10 Year Yield and Mortgage Rates
29:38 • 2min