The housing supply problem

Amazon reported accelerated cloud growth in the quarter to the end of June, and JPMorgan has walked into another football firestorm as it works on a plan with Fifa. Plus, Citadel bought Situational Awareness equity holdings after the hedge fund suffered steep AI losses, and DR Co ...  Show more

Meta and Microsoft reported quarterly earnings as investors raised concerns about AI spending, and the US Federal Reserve held interest rates steady. The Bank of Japan is also expected to leave rates unchanged at its meeting on Friday, and UK oil and gas companies are looking awa ...  Show more

Inflation is hitting the US and the UK, but housing prices are going up in the US and down in the UK. Today on the show, we ask why, learn about two completely different ways of thinking about mortgages and try to figure out which one works better. Also we go long Turkey, fina ...

By many measures, the US housing market is broken. High demand is causing high prices, and yet, year after year, new supply fails to arrive. What’s behind the mismatch? And is there any way to solve it? Today on the show, Robert Armstrong and Aiden Reiter discuss proposals fro ...

A primer on why the current housing shortage is related to, and different from, the pre-GFC housing crash. This episode is sponsored by Nexo.io, Arculus and FTX US.  Housing prices around the country are up 19.2% this year, and 30% since the beginning of the coronavirus pandemic. ...  Show more

In this episode we look at a crisis that is affecting many Europeans in most EU countries: skyrocketing rents and house prices, a shortage of flats, long waiting lists for social or affordable housing — commonplace problems from Greece to Luxembourg to Portugal. Host Sarah Wheato ...  Show more