Ivy Zelman: Sheltering Investors From Impending Storms

Danny Moses is joined by Ivy Zelman, Founder and Executive VP of Zelman Associates, to discuss her career and insights into the housing market. Ivy shares her journey from a financial analyst at Solomon Brothers in the 1990s to becoming a renowned figure in the housing sector. They delve into her famous predictions on the housing market downturn, the impacts of the 2008 financial crisis, and her strategies for maintaining accurate market forecasts. The conversation also explores current market challenges such as affordability, immigration, tariffs, and declining home sales, along with her perspectives on builders, mortgage rates, and industry consolidation. Ivy also shares details about her memoir 'Gimme Shelter' and her ongoing work at Zelman Associates.

On The Tape on X: https://x.com/OnTheTapePod

Danny Moses on X: https://x.com/dmoses34

Ivy Zelman’s Stock Disclosures:

AMWD, BLD, BLDR, CSL, FBHS, IBP, MBC, RMAX, SWK, BZH, CCS, HOV, KBH, LEN, MDC, MHO, MTH, PMH, TOL & TMHC

Stock Ownership:

• Analyst: No
• Analyst’s Family: No
• Analyst’s Firm: No
• Investment Banking Client: No
• Other Conflicts: Yes – Zelman has received compensation for products or services other than investment banking services.

DFH

Stock Ownership:

• Analyst: No
• Analyst’s Family: No
• Analyst’s Firm: No
• Investment Banking Client: Yes
• Other Conflicts: Yes – Zelman has received compensation for products or services other than investment banking services

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ABOUT THE SHOW

For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners.

Follow Danny on X: @dmoses34

The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

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