Hear what you're missing
recording of our October 3 live event
Kevin Erdmann joined me to discuss the state of the housing market. But before we got into that, I spent a few minutes discussing recent dramatic events, including the UK bond market tantrum and the Credit Suisse “rumors.”
Themes that keep recurring are the question of how different things are from the 1970s and how difficult it is to assess an economy in real time as opposed to in hindsight. The discussion includes interesting comments and questions from the peanut gallery.
Skip the first 80 seconds, which is nothing but technical difficulties. Then let me know what you think.
I greatly appreciate being able to listen to these. Usually there are fairly mundane time conflicts for me with the live discussions and I don't think I have anything of value or insight to add to the discussion anyway.
Warning - once I increased the speed (1.75), I couldn't lower it. Maybe there's some trick I don't know.