by 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
Topics:
Philip Pilkington considers the following as important: Uncategorized
This could be interesting, too:
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
Topics:
Philip Pilkington considers the following as important: Uncategorized
This could be interesting, too:
John Quiggin writes We or They
Lars Pålsson Syll writes Rethinking public debt
Stavros Mavroudeas writes ‘Once again on the alleged differences between Engels and Marx’ – S.Mavroudeas, Beihang University, School of Marxism, Beijing, 11-9-2024
Editor writes The Chinese threat in critical minerals
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.