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Podcast Appearence on the Bullhouse

Summary:
Yesterday I appeared on the Bullhouse podcast with Kenna for a very interesting discussion about a wide range of financial and economic topics. We discussed a number of different topics. Some of these were as follows: Whether there is a property bubble in the US and internationally right now.The potential bubble in the junk bond market and its implications.Why the risks in the market for rental properties are idiosyncratic this time around.How real estate is now a financial asset and why it should be thought of in context with a person’s broader portfolio.The specifics of the London property market and the idiosyncratic shock we saw there last year.The debt-for-equity swap and how low interest rates have not led to the ‘euthanasia of the rentier’ but rather has led to an

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Yesterday I appeared on the Bullhouse podcast with Kenna for a very interesting discussion about a wide range of financial and economic topics.

We discussed a number of different topics. Some of these were as follows:

  • Whether there is a property bubble in the US and internationally right now.
  • The potential bubble in the junk bond market and its implications.
  • Why the risks in the market for rental properties are idiosyncratic this time around.
  • How real estate is now a financial asset and why it should be thought of in context with a person’s broader portfolio.
  • The specifics of the London property market and the idiosyncratic shock we saw there last year.
  • The debt-for-equity swap and how low interest rates have not led to the ‘euthanasia of the rentier’ but rather has led to an evaporation of equity – both stock equity and now home equity – for the middle classes.
  • Why the private equity move into home markets is probably going to end up being a bad investment.

Real Estate Market with Philip Pilkington

Philip Pilkington
Phillip Pilkington works in investment and has contributed to numerous online and print media outlets as a freelance economic journalist.

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