Logan Mohtashami

Ivy Zelman, a renowned housing market analyst, joins Logan Mohtashami, a leading analyst known for his insight into economic recovery, and Dale Wettlaufer, an investment strategist at Bleecker Street Capital. They deep dive into current market chaos dominated by high mortgage rates and affordability issues. The trio discusses the implications of rising home inventories, the challenges of interest rates, and the housing affordability crisis facing young adults. They also evaluate how recent acquisitions might influence the industry's future.

Logan Mohtashami, a lead analyst with deep insights into job markets, discusses the implications of the latest jobs report for 2025. He dives into key indicators like employment trends and unemployment forecasts, linking them to the broader economic landscape and mortgage rates. The conversation also tackles how demographic shifts impact labor force growth and housing affordability. Mohtashami further analyzes the effects of federal policies on home purchasing and highlights the contrast in housing dynamics across popular states.

Logan Mohtashami, Lead Analyst known for his real-time economic insights, discusses mortgage rate movements amid recent market chaos. He breaks down the impact of inflation on the labor market and shares his views on Fed policy shifts. Mohtashami also tackles recession risks, revealing both challenges and positive signs in the housing market. He emphasizes the significance of key indicators like retail sales, while reassuring listeners that market disruptions are often temporary. This is a must-listen for anyone navigating economic uncertainty.

Logan Mohtashami, a leading analyst known for his sharp insights on housing and economic trends, discusses the complex interplay of tariffs and mortgage rates with Editor in Chief Sarah Wheeler. He reveals how Trump’s tariffs are surprisingly driving mortgage rates lower, despite significant job report influences. The conversation delves into how this affects housing demand and home builder confidence, while also addressing recent shifts in credit markets and economic data. It's an engaging look at the unpredictable dynamics shaping the real estate landscape.

Logan Mohtashami, a lead analyst at Housing Wire and recognized housing expert, delves into the current mortgage rates and housing market dynamics. He discusses the implications of economic slowdowns on these rates and explores the construction industry's challenges. Logan dispels myths surrounding tariffs and their impact on home prices, and compares today’s housing cycle to the late 70s and early 80s. He also highlights rising concerns about insurance and property taxes, emphasizing collaboration needed to support vulnerable homeowners.

Logan Mohtashami, a renowned housing market analyst, shares his insights on the current state of the housing market. He discusses how increasing inventory and falling mortgage rates could signal a healthier market. However, he warns that this positive trend might reverse, complicating affordability for homebuyers. Logan also challenges the belief that lower rates always lead to rising home prices, emphasizing the importance of labor market conditions in predicting mortgage rates. Tune in for an eye-opening look at the future of home buying!

Logan Mohtashami, a lead analyst renowned for his data-driven insights, joins to discuss the shifting landscape of the Washington, D.C. housing market, especially in light of recent federal layoffs. He addresses concerns about a potential crash, emphasizing the need for accurate data. The conversation also spans property tax proposals in Florida and the implications for other states. Furthermore, they tackle builder confidence, rising mortgage rates, and the economic dynamics at play, providing a clearer picture of the current housing environment.

Logan Mohtashami, Lead Analyst, shares his expertise on the interplay between labor market trends and mortgage rates. He discusses how recent job reports are influencing the Federal Reserve's decisions, promoting elevated mortgage rates. The conversation highlights economic complexities, potential job losses, and the impact on housing affordability, particularly in regions like western Florida. Mohtashami offers cautious optimism regarding future mortgage rates while emphasizing the importance of inventory growth in the housing market.

On this episode of TCAF Tuesday, Josh Brown is joined by Logan Mohtashami to discuss the housing market. Then, Josh joins Michael Batnick for an all-new episode of What Are Your Thoughts! Topics include: tech spending, 2024 recession odds, shorting Tesla, financials breaking out, and much more!Thanks to YCharts for sponsoring this episode! Secure a copy of "The Top 23 Charts of 2023" deck and remember, get 20% off your initial YCharts Professional subscription when you start your free YCharts trial and tell them WAYT sent you (new customers only): https://go.ycharts.com/the-top-23-charts-of-2023?utm_source=WAYTCheck out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Logan Mohtashami, Lead Analyst, offers keen insights into the tumultuous shifts in mortgage rates and their implications for the housing market. He breaks down the recent fluctuations driven by economic factors like CPI and PPI, shedding light on how these influence investment decisions. The conversation also touches on potential HUD workforce cuts, the effects of labor market trends on homeownership, and the significance of mortgage rates hitting below 6% for boosting sales and refinancing. Tune in for a deep dive into the data behind the chaos!