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
#037 Axel Merk On The Fed's Sledgehammer Approach To The Economy
#036 Jim Rickards: We're Looking At A Global Recession
#035 Envestnet Co-CIO Dana D’Auria On Personalizing Portfolios
#034 Carson Block On Latest Shorts And The 'Mass Investing Delusion' Of ESG
#033 Jan Van Eck On Why Now Is The Time To Buy Bonds
#032 Scott Galloway: It's Never Been Easier To Become A Billionaire, But It’s Never Been Harder To Become A Millionaire
#031 Danielle DiMartino Booth On Recession, Housing, And Killing The Fed Put
#030 Vitaliy Katsenelson On The 'Dot-Com Bubble 2.0' Ushering In 'A Value Investor's Paradise'
#029 Steve Case On Peak Silicon Valley And The Rise Of The Rest
#028 Dr. Nomi Prins On How The Fed Created A ‘Permanent Distortion’
#027 Rick Rule: The Damage Will Be Severe But Survivable
#026 Brent Donnelly On Why It’s Starting To Feel Like 2001
#025 Alex Gurevich On Why Deflation — Not Inflation — Is The Real Concern
#024 "Convexity Maven" Harley Bassman On Repricing For Reality
#023 Nick Maggiulli On Why You Should ‘Just Keep Buying’
#022 Brent Johnson On The "Dollar Milkshake" Theory And Why A Currency Crisis Is Ahead
#021 Jim Rickards: We're Going To Wake Up This Winter With A Severe Recession
#020 Josh Brown: You Weren’t Supposed To See That
#019 Marty Chavez On How Software Ate Finance
#018 David Friedberg On Reimagining The World Through Decentralization
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