Today’s podcast was done with Josh Brown from the Compound. It was a fun interview, especially for Wall Street types, where I did my best to explain why the home builders are doing tremendously well and clear up a lot of confusion about the housing market.
From Josh:
This year mortgage rates hit multi-decade highs. So, of course, it makes perfect sense that the homebuilder stocks ran up 50% right?
I must tell you, Logan Mohtashami crushed it with his answer to that puzzle and much more on the new TCAF episode we just dropped.
No, Wall Street didn’t buy 44% of all houses for sale this year. Yes, realtors can still be paid a buyer’s agent commission. No, portable mortgages are not going mainstream.
You gotta listen. Logan is the best.
https://www.thecompoundnews.com/show/the-compound-and-friends-1/shocking-housing-market-with-logan-mohtashami-buy-and-hold-vs-technicals-merrills-recruiting-driv/
On another note, thank you all for listening to our podcast this year, we are one spot away from being ranked Number 1 in the nation. You can join America here: https://www.housingwire.com/podcast/logan-mohtashami-the-rate-cut-cycle-has-begun/
“Keep your face always toward the sunshine and shadows will fall behind you” Walt Whitman
Logan Mohtashami is a Lead Analyst for Housing Wire, a financial writer, and a blogger covering the U.S. economy with a specialization in the housing market. Logan Mohtashami, now retired, spends his days and nights looking at charts and nothing else.