Amy Nixon, a housing and economic analyst, makes her first podcast appearance in six months after making a pivot on her deflationary recession call.
In his episode, Amy discusses the current macroeconomic environment and the challenges it presents. She highlights the combination of tight monetary policy and loose fiscal policy as a significant factor in the economy.
Amy shares her experience of adapting her forecasts and expectations based on changing market conditions.
She also discusses the state of the housing market, the impact of institutional buyers, and the future of real estate agents. Amy addresses the concerns of millennials in the housing market and offers insights into owning a home as an investment.
Links:
https://twitter.com/texasrunnerDFW
Takeaways
Chapters
00:00 Introduction and macro view of the economy
01:18 Tight monetary policy and loose fiscal policy
03:15 The importance of admitting mistakes and analyzing new data
04:12 Adapting forecasts and expectations for 2023 and 2024
04:23 The impact of changing analysis on housing market
09:46 The state of the housing sector
12:38 The impact of institutional buyers on the housing market
21:15 The housing market and Millennials
25:21 Owning a home as an investment
26:03 The Airbnb bust thesis
32:06 Inflation and the future of the economy
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#116 Lyn Alden On Broken Money, Higher Inflation, Gold, And Bitcoin
#115 Dr. Lacy Hunt On The Impending Recession
#114 Bob Elliott On Why It's Time For A 10% Gold Allocation
#113 Jim Rickards On What The Israel-Hamas War Could Mean For The Global Economy
#112 Darius Dale: Why We Could Have A Worse Recession Than Investors Anticipate
#111 David Hay: The Odds Of A Recession Are Going Up, Not Down, With Each Passing Day
#110 Marc Chandler: The Dollar's Rally Is, If It's Not Over Yet, It's Nearly Over
#109 Danielle DiMartino Booth: 'It’s Clear That The U.S. Economy Is In A Recession If It Wasn't For Everything That Uncle Sam Is Either Spending Or Fudging'
#108 Chris Whalen On The ‘Silent Crisis’ — The Looming Commercial-Led Recession
#107 Claudia Sahm: The Economy Is At An Inflection Point
#106 Harald Malmgren & Nicholas Glinsman: The U.S. Treasury Market Is The ‘Ultimate Wrecking Ball’
#105 Sam Burns: The Economy Isn't Headed For Recession Any Time Soon
#104 Christopher Zook On Stagflation, Energy, And A 'Generational Opportunity' In Commercial Real Estate
#103 Matt Higgins: The Only Way Out Is A Reckoning
#102 Masha Bucher On The State Of Venture Capital, Investing In AI, And How To Navigate Today's Market
#101 Larry McDonald: The Probability Of Sustained Stagflation Is Rising
#100 Bill Ackman On Activist Investing, The Economy, And Learning From Mistakes
#099 Peter Cecchini: 3 Reasons Why We're Headed Toward Recession
#098 Rick Rule: 'Potent And Very Ugly Cocktail' In A Rising Interest Rate Environment
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