The Joe Walker Podcast The Modern Empiricist Proving Old Wisdom On Household Debt And Recession - Amir Sufi
Dec 19, 2019
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 4min
How Artif Mann and Asim Kwaja Met
03:34 • 4min
Why I Decided to Do a PhD in Economics
07:13 • 2min
The Australian Housing Bubble and the Debate Around It
08:48 • 2min
The Kindle Burger Minsky View of Credit and Bubbles
10:52 • 3min
The Elastic Housing Supply Bubble
13:27 • 2min
The US Real Estate Convulsion: Two Cities With Virtually Unlimited Supply
15:49 • 4min
The Leverage Cycle: How Credit Transfers Pricing Power From Pessimists to Optimists
19:22 • 3min
How to Identify Housing Bubbles Ex Ante
22:04 • 2min
The Role of Price-to-Rent Ratios in Predicting Returns
23:55 • 2min
How CEOs Persuade Theirself to Buy When the Price Is High
26:08 • 3min
The Role of Interest Rates in Housing Bubbles
29:08 • 5min
The Importance of Credit in Housing Bubbles
34:04 • 4min
The History of Housing Bubbles
38:31 • 2min
The Credit Supply Narrative in the Spanish Housing Bubble
40:51 • 3min
The Fed's Debt Deflation Theory and Recessions
44:05 • 4min
The Pros and Cons of Leveraged Housing Bubbles
48:08 • 2min
The Negative Wealth Effect of House Prices on Consumption
50:09 • 4min
The Economic Effects of Balance Sheet Recessions
53:57 • 2min
The Problem With Household Debt Cycles
56:24 • 4min
The Importance of Income Distribution in Australia
01:00:44 • 4min