The housing supply problem

US voters head to the polls Tuesday to decide which party controls Congress and the FT’s James Politi breaks down the key Senate races to watch. Plus, oil investors and executives clash over future of Iran war.Mentioned in this podcast:US midterm elections 2026: The FT’s guideBig ...  Show more

A Democratic-controlled Congress may struggle to ease cost of living pressures and Middle East diplomats warn that renewed conflict between the US and Iran would be even more damaging than previous rounds of fighting. Serbia shuts down a bank favoured by Russians as it enters a n ...  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