The Next Big Trade - Nick Halaris Explains Why He’s Still Bullish on the U.S. Housing Market

1

Introduction

00:00 • 3min

2

What's on Your Mind?

02:33 • 2min

3

The Russians Are All In, and They're Making Inroads

04:40 • 3min

4

Investment Thesis: What's the Next Big Trade?

08:03 • 5min

5

Is There a Bubble in Real Estate?

13:16 • 3min

6

I'm a New Yorker, and I've Been in an Urban Renter's Market for a Long Time, but I Don't Have the Money

16:05 • 3min

7

The American Dream Is Not Just an American Problem, It Is an American Problem

18:43 • 1min

8

Is This Trade Going to Continue to Work?

20:12 • 2min

9

The Fed Is Not to Be Trusted to Thread Any Ness

22:34 • 2min

10

Is There a Hyper Inflation or a Deflationary Bust?

24:51 • 4min

11

The Problem of Nimbeism in Real Estate

28:36 • 3min

12

The Demand for Remote Work in the United States

31:58 • 2min

13

The Los Angeles Real Estate Market Is on Fire

33:57 • 4min

14

Is There a Risk for the Big Cities?

38:18 • 4min

15

The American Dream Is Always a Lies

42:24 • 3min

16

Why the US Isn't Going to Allow a 20 % Decline in Real Estate

45:12 • 2min

17

Is It a Good Time to Buy House Building Stocks?

47:00 • 2min

18

The Real Estate Trade - The Big Secret

49:25 • 2min

19

Home Builders

51:31 • 2min

20

Home Builders Don't Take Much Risk

53:30 • 2min

21

Speck Home Builders - Is There a Lot of Bad News in the Market?

55:13 • 2min

22

What's So Interesting About the Business Model?

57:23 • 4min

23

You're Your First Time Home Buyer?

01:01:15 • 3min