The Investopedia Express with Caleb Silver

Why the U.S. Real Estate Market Might Be Healthier Than We Think

May 27, 2024

Julian Hebron from The Basis Point discusses the myths surrounding the US real estate market, highlighting affordability, supply, and AI impact. He also touches on the rising interest in junk bond markets and the exclusion of consumer discretionary stocks from stock market highs. The podcast provides insights on real estate market dynamics, broker commissions, technological advancements, and the upcoming US election's potential impact on housing policies and equity market settlement cycles.

32:06

Episode guests

Julian Hebron

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Highlights

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Real estate market offers opportunities for potential buyers and sellers amidst affordability concerns.

Investors increasingly seeking higher yields in junk bond market despite rising default risks.

Consumer discretionary stocks lag behind stock market highs, hinting at potential economic slowdown.

Deep dives

Nividia's Success and Market Impact

Nividia's remarkable rise with a 625% increase in net income, fueled by demand for high-powered semiconductors for AI processing and gaming, has positioned the company as a tech hero serving major companies. Despite market concentration and risks, Nividia's confidence in expanding AI usage continues, propelling NASDAQ and S&P 500 to new highs.

BEGS: The Rise of Bitcoin, Ethereum, Gold, and Silver

00:30

Home Inventory Shift: New vs. Existing Homes

00:36

Introduction

2min

Navigating the Housing Market

19min

Exploring New Rules on Broker Commissions in Real Estate Industry

3min

The Evolution of Real Estate Technology

4min

Implications of the Upcoming Election on Housing Policies and US Equity Market Settlement Cycle Transition

3min

Julian Hebron of The Basis Point rejoins the show to myth-bust many of the media reports that have painted the real estate market with a broken brush. From affordability to supply, and the impact of A.I. to the seminal broker commission settlement, Julian shows why potential homebuyers and sellers are in the sweetest spot they've been in for years. Plus, more investors are sniffing around the junk bond market in search of higher and higher yields, but the rising stench of defaults is sending our warning winds. And, while the stock market makes new record highs behind the strength of Nvidia, consumer discretionary stocks have not been invited to the party.

Links for show notes:

https://www.investopedia.com/what-a-shorter-stock-trade-settlement-known-as-t-1-means-for-you-8653078

https://www.investopedia.com/what-the-sec-pivot-to-approve-spot-ether-etfs-means-8653633

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8653037

https://thebasispoint.com/

https://allstarcharts.com/blog/

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