Home Inventory Shift: New vs. Existing Homes

Julian Hebron of The Basis Point rejoins the show to myth-bust many of the media reports that have painted the real estate market with a broken brush. From affordability to supply, and the impact of A.I. to the seminal broker commission settlement, Julian shows why potential homebuyers and sellers are in the sweetest spot they've been in for years. Plus, more investors are sniffing around the junk bond market in search of higher and higher yields, but the rising stench of defaults is sending our warning winds. And, while the stock market makes new record highs behind the strength of Nvidia, consumer discretionary stocks have not been invited to the party.

Links for show notes:

https://www.investopedia.com/what-a-shorter-stock-trade-settlement-known-as-t-1-means-for-you-8653078

https://www.investopedia.com/what-the-sec-pivot-to-approve-spot-ether-etfs-means-8653633

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8653037

https://thebasispoint.com/

https://allstarcharts.com/blog/

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