1895: Macro Economics, Housing Inventory Cycle Vs. Price Cycle, Eric Basmajian Part 2

31:04
 
Condividi
 

Manage episode 341159085 series 2294384
Creato da Jason Hartman, autore scoperto da Player FM e dalla nostra community - Il copyright è detenuto dall'editore, non da Player FM, e l'audio viene riprodotto direttamente dal suo server. Clicca sul pulsante Iscriviti per rimanere aggiornato su Player FM, o incolla l'URL del feed in un altra app per i podcast.

Today, Jason welcomes you from beautiful Mexico! He is in another gathering of The Collective Mastermind, a group of like-minded investors having fun and sharing strategies in growing their portfolio. For more information on how to become a member of this elite group, go to the TheCollectiveMastermind.com

Housing volume cycle vs. price cycle. For a housing downturn to occur, you have to have low inventory and stressed sellers. But with inventory and mortgage rates so low, Jason asks "Where is the distressed homeowner?" "Where is this so called 'crash?'"

Join Jason and Eric Basmajian of EPBMacroResearch.com for the second part of their conversation as they look at the nuances of the "housing market," discussing why he believes a housing crash is not on the horizon-yet, the market cycles happening in the cyclical markets like San Francisco, Los Angeles, New York, Chicago etc. its challenges and where it might be headed.

Also, get your tickets now for the Recession Proof Investing Summit virtual event now at JasonHartman.com and get on the path to true financial freedom!

Key Takeaways:

Jason's editorial:

1:03 Greetings from Mexico! Jason is in Mexico for another gathering of The Collective Mastermind.

1:41 Eric's back and will be talking about macro economics and the housing market

2:14 Register now for the the Recession Proof Investing Summit virtual event

Eric Basmajian interview:

2:47 Who's driving the NAHB/Wells Fargo US Market Housing Index

3:38 Residential Building Employees

4:32 Housing construction woes

6:37 Months supply of US single-family homes

9:07 The Fed's poison pill

11:01 Protecting the asset

11:40 Housing is the business cycle by Edward E. Leamer: Volume vs price cycle

13:10 Financial debt + household debt to GDP

14:17 The current volume cycle: less inventory

15:44 Price cycle is more vulnerable in the new construction market

17:05 Volume cycle in the large institutional home buyers

19:53 The monetary and fiscal policy response

21:20 Sell to get the rate of inflation down

21:56 Exploiting the last cheap labor market: Africa

_____________________________

23:06 Why mass inflation is still a threat to rich countries

Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/

Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/

Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund

CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect

Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals

Special Offer from Ron LeGrand: https://JasonHartman.com/Ron

Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

1020 episodi