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
#057 Milton Berg: How To Spot ‘Turning Points’ In The Markets
#056 Sam Burns On Being More Bullish On Equities In At Least A Year
#055 Jim Grant: Disinflation For The Short Run, Inflation For The Long Run
#054 Ted Oakley: A Long Way To A Normalized Investing Environment Post ‘Super Bubble’
#053 Michael Howell On How Liquidity Drives Markets And Where We're Likely Headed
#052 James Lavish: We're Walking A Very Thin Tightrope Over A Cliff
#051 Peter Boockvar On The 'Death By A Thousand Cuts' Economy
#050 Cullen Roche On Macro Outlook And Housing Risks
#049 You're Going To Be Working Until You're 85 Or 90 | Ric Edelman
#048 Carol Roth On How The Government And The Fed Created The Largest Wealth Transfer In History
#047 Joe Fahmy On Why Biotech Will Outperform The Broader Market In 2023
#046 Whitney Tilson On Avoiding The 5 Calamities That Can Ruin You
#045 Caleb Franzen: The Fed Is Being Challenged By Ongoing Labor Market Dynamics
#044 Standing Up to the Woke Mob and Walking Away From $1 Million: Jennifer Sey's Story
#043 Jon Hilsenrath On Treasury Secretary Janet Yellen And Navigating An Era Of Upheaval
#042 MEGATHREATS: 'Dr. Doom' Nouriel Roubini's Scariest Prediction
#041 Jim Bianco: Recession Has Become The New Bull Story On Wall Street
#040 Tom Thornton On Why We Might See True Capitulation In The Markets In 2023
#039 Stephanie Link On The Fed, Markets, And Working With Jim Cramer
#038 ‘Art & Equity’ With Blythe Masters, Brett Redfearn, Elizabeth Von Habsburg, and Carlos Domingo
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