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 at HousingWire, dives into the implications of the recent election on mortgage rates. He discusses the bond market's role, particularly the 10-year yield, in predicting future trends. The conversation shifts to potential economic policies under a Trump presidency, including impacts on inflation and housing affordability. Mohtashami warns against rushing to conclusions about rate changes and emphasizes the need for coordinated economic strategies amid ongoing market uncertainties.

Logan Mohtashami, Lead Analyst known for his deep insights into the mortgage market, joins to discuss the Fed's recent remarks and their potential impact on mortgage rates. He highlights how the election might influence housing demand, stressing the need for lower rates to stimulate the market. The conversation dives into bond yield fluctuations and the relationship between economic indicators and housing trends. Logan also outlines how adapting economic models and keeping an eye on data can guide future forecasts in this ever-changing landscape.

Lead Analyst Logan Mohtashami discusses Powell's positive remarks on potential rate cuts, housing priorities under a second Trump administration, and the challenges of addressing housing supply to boost demand. The show explores the impact of government intervention in housing supply, the debate over GSEs and conservatorship, and the significance of keeping the GSEs in conservatorship during economic downturns.

Logan Mohtashami, a top housing market analyst, shares his insights on the current state of the housing market. He discusses the surprising possibility of a reversal in increasing housing inventory as mortgage rates drop. Logan also challenges the conventional wisdom that lower rates automatically mean higher home prices. He emphasizes the importance of monitoring labor market trends in predicting mortgage rate movements and highlights the ongoing affordability struggles for homebuyers, despite recent improvements in the market.

Lead Analyst Logan Mohtashami discusses the cooling trend in existing home prices this year. Topics include the impact of seasonal trends on the housing market, mortgage rate lockdown effects on inventory, and home price trends in Florida, Texas, and Louisiana. The episode also covers mortgage refinancing trends and ends with playful banter and podcast promotion.

Logan Mohtashami, Lead Analyst at HousingWire, shares his expertise in existing home sales and housing market dynamics. He discusses how declining mortgage rates are influencing sales and the potential for market growth by 2025. The conversation dives into the role of economic indicators and Federal Reserve policies on mortgage rates, and the upcoming housing economic summit in Dallas. Mohtashami also analyzes the implications of rumored economic appointments on housing stability and construction. A must-listen for market enthusiasts!

Lead Analyst Logan Mohtashami discusses recession signals impacting housing and mortgage rates. Topics include rent inflation, historical home prices during recessions, mortgage rates' influence on housing demand, analyzing rate changes on housing, affordability challenges for millennials, predicting recession impact on housing industry, and future trends in real estate based on labor market conditions.

Lead Analyst Logan Mohtashami analyzes housing data and trends, including the positive trend observed in the housing market despite high mortgage rates. He discusses the impact of mortgage rates on the market and the concern of becoming less dovish in the economic cycle. The episode also explores topics such as the Silver Tsunami, Wall Street, and the Federal Reserve's changing approach. Additionally, they delve into the inflationary impact of war and supply chain disruptions and highlight the likelihood of the core personal consumption expenditures rate falling below two percent in the near future.

Lead Analyst Logan Mohtashami discusses the forecasted decrease in price cut percentages this spring, the dynamics between house prices, price cuts, and demand in the housing market, the abnormal inventory cycle after 2020, the variation in price cuts and home prices across different markets, and the potential impact of a red sea situation, inflation, banking crisis, geopolitical surprises, and high interest rates on the housing market.