Discussing the rise of home ownership rates in single female-headed households and the impact of the pandemic on women's employment and net worth. Analyzing the current state of the spring housing market, forecasting interest rates, and exploring housing market trends among Gen Z and millennials. Emphasizing the need for more inventory to balance the market and providing advice for borrowers and lenders.

The podcast dives into migration patterns impacting real estate markets, with Sun Belt cities growing while expensive coastal cities experience out-migration. Topics include high mortgage rates, leveraging equity, office debt risks, recession risk perceptions, builder sentiment, comparing renting to homeownership costs, and the financial benefits of owning over renting.

Economists discuss personal savings, unemployment, and fiscal stimulus. Consumer debt, demographics, and future economic impact. Real estate refinancing challenges, rising rates, and neutral rates. Remote work's lasting effect on housing demand and population shifts. Analysis of current house price trends and geographic variances.

Economists discuss the impact of federal funds rate on mortgage rates and analyze the correlation between 10-year yields and mortgage rates. They explore shelter inflation, predict future mortgage rates and multifamily rents, and compare current economic trends to the 80s.

Joe Mazzola discusses investing strategies and market outlook. Jackie Bowie talks about recession in Europe and resiliency in the US. Callie Cox discusses markets and investing. Odeta Kushi dives into the housing market and economic outlook. Other topics include commodities, metals, crypto, AI automation, and challenges of remote work.