Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 3min
Is Housing a Driver of Economic Activity?
02:39 • 3min
Is There a Quasi Artificial Demand in Real Estate?
05:46 • 2min
Can You Not Say Your Number?
07:37 • 5min
Is There a Systemic Risk Coming From Housing?
12:24 • 3min
Is There a Market That Is More Resilient?
15:43 • 3min
Speculative Markets - What's the Common Thread?
19:08 • 2min
Is This a National Pullback?
20:45 • 4min
The Price to Income Ratio Is Above Where We Were Last Year
24:45 • 6min
Is There a Dynamic in Housing?
30:40 • 3min
Is There a Bias in Lumber Prices?
33:12 • 4min
How Volatility Factors Into Housing Trends
37:17 • 3min
What Policy Advice Do You Have for the Housing Market?
40:18 • 3min
Is It Good That Investors Build More Homes?
43:29 • 2min
The Fed Can't Control Inflation Unless There's a Real Bear Market
45:29 • 3min
Is the Market Slowing So Quickly?
48:40 • 3min