What are the demand and supply drivers of home prices? What is the current status of those drivers and do they suggest a housing price crash is imminent, particularly given mortgage forbearance programs are ending? Topics covered include: Show Notes In a forgotten town by the Salton Sea, newcomers build a bohemian dream Rory Carroll—The guardian For One Weekend a Year, a Tiny Town on the Salton Sea Becomes a Mecca for Artists and Partiers by April Wong—Los Angeles … [Read more...]
317: How To Buy In A Hot Housing Market
U.S. home prices are on fire and sales are skyrocketing. Here are 8 rules of thumb for buying a house in a hot housing market when there are multiple bidders over the asking price. Topics covered include: Show Notes Monthly Supply of Houses in the United States—Federal Reserve Bank of St. Louis This Overlooked Variable Is the Key to the Pandemic by Zeynep Tufekci—The Atlantic Episode Sponsors The Great Courses Plus Policygenius Learn More 44: Should You Pay … [Read more...]
235: What If Home Prices Always Declined
How to evaluate the purchase of a depreciating asset such as buying a house in Japan where prices have declined 23 out of the past 29 years. In this episode you’ll learn: There are no magical solutions to dealing with a housing bubble.Why Japanese home prices have declined for decades and why the houses are so cold in the winter.Why buy a house even if it will fall in price and how to go about doing so. Show Notes Designing Your Life: How To Build A Well-Lived, Joyful … [Read more...]
211: How To Navigate A Housing Bubble
Why housing bubbles can last such a long time and what to do if you really need or want to buy a house in a frothy market. In this episode you’ll learn: How big is the housing bubble in Australia and Canada.Why home prices can’t disengage from economic gravity in terms of household income and rent.What drives housing price bubbles.How algorithms have changed stock investing and increased risks. Show Notes Episode 81: When Booms Turn To Bust Australia Residential Property … [Read more...]
202 Plus: Housing Crisis, Shorting Bubbles and Implementing Trades
This week April 28, 2018, we analyze what to do when housing is selling at record prices and there is little rental inventory. In short, when there is a housing crisis due to lack of supply and high demand from second home owners. We review some of the hurdles to shorting assets that are in a bubble. We also look at how at why I tend to implement portfolio changes all at once versus moving into positions over a period of weeks or months. … [Read more...]
154: Do Homeowner Tax Breaks Cause Homelessness?
How a transitioning economy, government regulation and tax policy have contributed to stagnating wages, rising housing costs, and homelessness. In this episode you'll learn: Show Notes Differing attitudes for various population groups towards homeless people - Krajewska-Kułak E. et al. Housing America: Issues and Debates - Emily Tumpson Molina The Underserving Poor: America's Enduring Confrontation with Poverty - Michael B. Katz Income and Poverty in the United States - … [Read more...]
