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Why the Real Estate Market is So Broken

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Manage episode 431074708 series 2966290
Kandungan disediakan oleh Jay Martin. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jay Martin 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.

In this episode of The Jay Martin Show, host Jay Martin sits down with Danielle Park of Venable Park Investment Counsel to explore the current state of the Canadian real estate and bond markets. Danielle provides in-depth insights into how negative yields have driven the Canadian home price bubble, the lagging effects of recent rate hikes on the real economy, and the shifting dynamics of the S&P 500 and small-cap stocks. The discussion also delves into the impact of high mortgage rates on housing affordability, the financialization of gold, and liquidity constraints affecting private equity and commercial real estate.

Please note: This episode is very chart heavy; if you find yourself wondering what the conversation is referring to, please click the link to go to the video on YouTube: https://youtu.be/Q-ryOwyGmbY

More from Danielle:

venablepark.com

https://jugglingdynamite.com/

Jay Martin University: http://jaymartinuniversity.com/

Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe

Be part of our online investment community:

https://cambridgehouse.com

https://twitter.com/JayMartinBC

https://www.instagram.com/jaymartinbc

https://www.facebook.com/TheJayMartinShow

https://www.linkedin.com/company/cambridge-house-international

Copyright © 2024 Cambridge House International Inc. All rights reserved.

  continue reading

223 episod

Artwork
iconKongsi
 
Manage episode 431074708 series 2966290
Kandungan disediakan oleh Jay Martin. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jay Martin 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.

In this episode of The Jay Martin Show, host Jay Martin sits down with Danielle Park of Venable Park Investment Counsel to explore the current state of the Canadian real estate and bond markets. Danielle provides in-depth insights into how negative yields have driven the Canadian home price bubble, the lagging effects of recent rate hikes on the real economy, and the shifting dynamics of the S&P 500 and small-cap stocks. The discussion also delves into the impact of high mortgage rates on housing affordability, the financialization of gold, and liquidity constraints affecting private equity and commercial real estate.

Please note: This episode is very chart heavy; if you find yourself wondering what the conversation is referring to, please click the link to go to the video on YouTube: https://youtu.be/Q-ryOwyGmbY

More from Danielle:

venablepark.com

https://jugglingdynamite.com/

Jay Martin University: http://jaymartinuniversity.com/

Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe

Be part of our online investment community:

https://cambridgehouse.com

https://twitter.com/JayMartinBC

https://www.instagram.com/jaymartinbc

https://www.facebook.com/TheJayMartinShow

https://www.linkedin.com/company/cambridge-house-international

Copyright © 2024 Cambridge House International Inc. All rights reserved.

  continue reading

223 episod

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