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Kandungan disediakan oleh Jason Hartman, Jason Hartman with Scott Sharp, and Daniel Miller. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jason Hartman, Jason Hartman with Scott Sharp, and Daniel Miller atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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406: Housing Crash Predictions with Eric Bassmijian Part 1

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Manage episode 350392140 series 5499
Kandungan disediakan oleh Jason Hartman, Jason Hartman with Scott Sharp, and Daniel Miller. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jason Hartman, Jason Hartman with Scott Sharp, and Daniel Miller atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Join Jason today as he welcomes Eric Basmajian of EPB Macro Research to the show as they do a deep dive into the housing market. Jason also suggests that as investors we should REFRAME our mind in terms of the housing industry especially as we continue to see very low inventory.

Eric is an economic cycle analyst providing research on long-term and short-term trends in growth and inflation. With a degree in economics and experience at a quantitative hedge fund, Eric has developed a unique secular and cyclical framework to forecast major economic inflection points and the resulting impact on asset prices.

Watch the videoon YouTube HERE.

Key Takeaways:

Jason's editorial

0:47 The Right Frame

3:44 Reframing the housing market debate

5:32 It's all about investing for YEILD

7:38 5 Cities where at least half of millennials can't afford to rent a 1-bedroom

9:54 Rent- the second frame

10:26 Jason's 2 value drivers- scarcity and utility

Eric Basmajian interview

15:07 The new Paul Volcker?

16:25 Reframing the housing debate

18:26 The important thing is yield- not prices

19:13 Evaluating the volume cycle versus the price cycle

21:24 Inventory woes- there's nothing to sell! Disparities in the regional market

23:14 Real estate market as an indicator of the broader economy

26:00 Interest Rate Composite (Inverted)

28:03 MBA Purchase Index

30:12 US New Single Family Houses Sold

31:29 Months Supply: New Single Family Homes

32:25 NAHB/Wells Fargo US Housing Market Index

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

  continue reading

427 episod

Artwork
iconKongsi
 
Manage episode 350392140 series 5499
Kandungan disediakan oleh Jason Hartman, Jason Hartman with Scott Sharp, and Daniel Miller. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jason Hartman, Jason Hartman with Scott Sharp, and Daniel Miller atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Join Jason today as he welcomes Eric Basmajian of EPB Macro Research to the show as they do a deep dive into the housing market. Jason also suggests that as investors we should REFRAME our mind in terms of the housing industry especially as we continue to see very low inventory.

Eric is an economic cycle analyst providing research on long-term and short-term trends in growth and inflation. With a degree in economics and experience at a quantitative hedge fund, Eric has developed a unique secular and cyclical framework to forecast major economic inflection points and the resulting impact on asset prices.

Watch the videoon YouTube HERE.

Key Takeaways:

Jason's editorial

0:47 The Right Frame

3:44 Reframing the housing market debate

5:32 It's all about investing for YEILD

7:38 5 Cities where at least half of millennials can't afford to rent a 1-bedroom

9:54 Rent- the second frame

10:26 Jason's 2 value drivers- scarcity and utility

Eric Basmajian interview

15:07 The new Paul Volcker?

16:25 Reframing the housing debate

18:26 The important thing is yield- not prices

19:13 Evaluating the volume cycle versus the price cycle

21:24 Inventory woes- there's nothing to sell! Disparities in the regional market

23:14 Real estate market as an indicator of the broader economy

26:00 Interest Rate Composite (Inverted)

28:03 MBA Purchase Index

30:12 US New Single Family Houses Sold

31:29 Months Supply: New Single Family Homes

32:25 NAHB/Wells Fargo US Housing Market Index

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

  continue reading

427 episod

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