logo
episode-header-image
Sep 2024
23m 6s

How to fix the housing market

Financial Times & Pushkin Industries
About this episode

By many measures, the US housing market is broken. High demand is causing high prices, and yet, year after year, new supply fails to arrive. What’s behind the mismatch? And is there any way to solve it? Today on the show, Robert Armstrong and Aiden Reiter discuss proposals from the two US presidential candidates, and other ideas.  Also, we go short Turkey and short the yield curve. 


For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com



Hosted on Acast. See acast.com/privacy for more information.

Up next
Yesterday
AI peak is peak AI
Is AI making everybody richer? Or just more entangled in each others’ business? Today on the show, Rob Armstrong and Lex editor John Foley try to untangle the growing web of companies investing in each other. Also they go long steak and long cocoa. For a free 30-day trial to the ... Show More
21m 9s
Yesterday
Introducing Untold: Toxic Legacy
Introducing Toxic Legacy, a new season of Untold from the Financial Times. Host Laura Hughes uncovers a lead poisoning epidemic across the UK. You might be living with lead and not know it: the toxin is often invisible to the human eye, but wreaks havoc on our bodies once we’re e ... Show More
2m 16s
Oct 7
Gold Now! Gold Forever! Only Gold! Gold! Gold!
Gold keeps hitting all-time highs, and no sober talk about speculation or productivity has stopped it. Today on the show, Rob Armstrong and Katie Martin take stock of the frenzy. Also they go short the yen and long Japanese stocks. For a free 30-day trial to the Unhedged newslett ... Show More
19m 55s
Recommended Episodes
Aug 2024
VREP #433 | Are House Prices Dropping in Vancouver Fall 2024? With Andrew Lis
The most recent Greater Vancouver Realtors Housing Market Report paints a surprisingly grim picture of the Vancouver real estate market. New listings are up 20% year over year and transactions are down 17.6% below the 10 year average. And this is with two Bank of Canada rate cuts ... Show More
1h 30m
Sep 2023
VREP #389 | Checking In on the Economy, Interest Rates & the US and Canadian Housing Markets with Ali Wolf
Looking for a concise overview of the economy and housing markets across North America? This week, Ali Wolf, Chief Economist at Zonda & Advisor to the White House (yes, that White House), sits down with Matt & Adam to discuss the US housing market, the Vancouver real estate marke ... Show More
51m 13s
Aug 21
Why More U.S. Companies Are Pulling Back on Hiring
P.M. Edition for Aug. 21. More U.S. companies plan to slow hiring in the second half of the year. Wall Street Journal reporter Ray Smith explains why. And WSJ’s Will Parker joins the show to discuss what an unexpected rise in home sales means for the housing market. Plus, a New Y ... Show More
13m 35s
Feb 2025
Commercial real estate crawls back
US president Donald Trump’s tariffs on Mexico and Canada are paused for now, commercial property investment is starting to recover from a two-year slump, and Eurozone inflation unexpectedly ticked up in January. Plus, the French AI company Mistral was supposed to be Europe’s answ ... Show More
10m 42s
Sep 29
The housing market is "locked in"
Pending home sales rose in August, boosted by a slight drop in mortgage rates. Overall, though, the market remains sluggish — owners don't want to give up their locked-in low rates and buyers are waiting to see if rates and other costs will cool. Also in this episode: Banks respo ... Show More
25m 40s
Mar 2024
VREP #411 | A How-to Guide for Navigating the 2024 Mortgage Market with Alex Mcfadyen
Let’s face it - navigating the last few years of interest rate hikes in the mortgage market has not been easy. But, as the Bank of Canada gets inflation under control, and we start to see real opportunities in the real estate market, it’s time to strategize around financing and c ... Show More
1h 3m
May 2023
VREP #372 | Critical Housing Market Insights with Zonda's CEO Jeff Meyers
Today's guest has been analyzing and collecting data on residential new home construction and real estate trends since 1985. Now, as the head of the leading provider of data to the residential home building industry in North America, CEO of Zonda Jeff Meyers sits down with Ma ... Show More
1h 10m
Apr 2025
The Housing Market Has New Rules. Realtors Are Evading Them.
Last year, a historic legal settlement resulted in sweeping rule changes that were supposed to lower the price of buying and selling a home across the country.But those changes would cost real-estate agents money, and so those agents, it turns out, have found ways around the new ... Show More
30m 51s
Apr 2025
VREP #464 | Olympic Village 2.0 Is Happening Right Now with Jack Bernard
Remember when savvy buyers snapped up brand-new, developer-owned inventory at the Olympic Village during receivership and made out like bandits?That rare opportunity may be back...if you know where to look. Vice President, Client Services at Rennie Jack Bernard sits down with Ada ... Show More
1h 14m