PBD Podcast Fed Rate Decision, Disney vs YouTube WAR, Amazon Layoffs + AOC For President? | PBD Podcast | Ep. 675
31 snips
Oct 29, 2025 
Bill Pulte, an executive with deep roots in homebuilding and a role in housing finance, brings valuable insights to the conversation. He dives into the implications of the Fed's rate decisions on mortgages and housing. The discussion also highlights the starter home shortage, permitting delays, and the impact of corporate buy-ups on housing prices. Additionally, Pulte shares his perspective on the potential Fannie Mae and Freddie Mac IPO and speculates on the future of AOC's political aspirations.
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Buy Homes For Long-Term, Location First
- If you plan to buy a house, treat it as a long-term, inflation-protected asset and buy in the right location.
- Buy something that can survive a downturn and focus on affordability and location over trend-driven features.
Builders Control Land And Supply
- Large homebuilders control substantial land and now represent a majority market share, which limits supply flexibility.
- That concentrated control explains why starter-home construction lags despite high demand.
Incentivize Builders To Build Starter Homes
- Incentivize builders to produce smaller starter homes by adjusting margins, entitlements, and municipal incentives.
- Use federal liquidity and targeted programs to make smaller floor plans financially viable for builders.
