Falling rates: A salve for real estate?

Goldman Sachs Research’s Ryan Hammond explains how AI disruption is creating large sector rotations even as equities continue to move higher. This episode was recorded on February 11, 2026. The opinions and views expressed herein are as of the date of publication, subject to chan ...  Show more

David Craver, co-chief investment officer of Lone Pine Capital, discusses the evolution of market structure, the opportunities in AI, and the factors driving the firm’s long-term fundamental-based investing. This episode was recorded on January 28, 2026. The opinions and views ex ...  Show more

Wharton Professor of Real Estate Susan Wachter discusses many of the dynamics at play in the housing market and how the Fed's actions impact them. <hr>

Hosted on Acast. See

Mortgage rates aren’t directly influenced by Federal Reserve policy. However, the Fed’s recent cut likely will have a domino effect on the US housing market, say our Co-Heads of Securitized Products Research Jay Bacow and James Egan.

----- Transcript -----

Wharton Real Estate Professor Ben Keys discusses the impact of high mortgage rates on the housing market as part of Wharton Business Daily's Real Estate special. <hr>

Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopene ...

In this episode, Anthony and Piers unpack record-breaking earnings from J.P. Morgan, Goldman Sachs, and Citigroup, driven by surging trading revenue, rising investment banking fees, and resilient consumer spending. With inflation easing in both the UK and US, markets are feeling ...  Show more