Logan Mohtashami on why the silver tsunami thesis is still wrong

Jan 4, 2024

Logan Mohtashami, Lead Analyst at HousingWire, debunks the 'silver tsunami' theory and criticizes the media for promoting it. He discusses the decrease in active inventory and lack of supporting data. The podcast also explores recent hawkish comments from the Fed, the impact of interest rates on the real estate industry, and challenges the 'silver tsunami' thesis. The importance of accurate data tracking and engaging with listeners is emphasized.

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Introduction

00:00 • 4min

Debunking the 'Silver Tsunami' Theory

04:26 • 10min

Analysis of Recent Hawkish Comments and Fed's Over Hiking

14:44 • 4min

Impact of Interest Rates on Real Estate and Mortgage Industry

18:37 • 8min

Challenging the 'Silver Tsunami' Thesis and the Importance of Data Tracking

26:29 • 3min