

Logan Mohtashami on the Fed’s housing mindset
Aug 17, 2023
Lead Analyst Logan Mohtashami joins the host to criticize the Federal Reserve's understanding of housing economics and their inconsistent statements. They discuss the lack of correlation between inflation and mortgage rates, the impact of high rates on growth, and the recent builder sentiment. The podcast also teases an upcoming debate on the housing market and introduces a keynote speaker for an annual housing event.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 5min
Misconceptions and Frustrations in Housing Economics
04:59 • 8min
Discussion on Mortgage Rates, Inflation, and Real Yields
12:35 • 5min
Builder sentiment and its implications for the housing market
17:22 • 9min
Upcoming Housing Bubble Debate and Keynote Speaker Introduction
26:14 • 3min