Do the impressive returns in public and private markets stem from strategic financial engineering or reflect actual economic growth? Topics covered include: Show Notes US CEOs start to contemplate Trump, round 2 by Rana Foroohar—The Financial Times End of an Era: The Coming Long-Run Slowdown in Corporate Profit Growth and Stock Returns by Michael Smolyansky—The Federal Reserve 10-Year Stock Market Returns—Crestmont Research Stock Average—Crestmont Research Stock EPS … [Read more...]
389: Is Airbnb Intensifying the Housing Crisis?
We explore whether long-term and short-term single-family home rentals are contributing to higher rents, higher home prices, and a housing shortage. What are the options for investing in this space and should we? Topics covered include: What is financializationWhat are examples of how financialization and government policy has impacted housingHow homeownership rates vary around the worldHow much of a presence do equity REITs have in the single-family home rental spaceHow a housing … [Read more...]
258: How Financialization Pushes Up Home Prices
How the desire by corporations and individuals to turn single-family homes into rental units is pushing up home prices, making it more difficult for first-time homebuyers to purchase a house. In this episode you’ll learn: Show Notes Financialization of Housing—Office of the United Nations High Commissioner for Human Rights States and Real Estate Private Equity Firms Questioned for Compliance with Human Rights—Office of the United Nations High Commissioner for Human Rights … [Read more...]
