Journalist Tarric Brooker and I have our Friday afternoon chat.
Contents
0:00 Start
0:32 Introduction
1:10 The China Factor
7:00 Iron Ore
10:00 Border Opening
12:35 Stimulus
15:30 Labor Positioning
22:30 Home Prices and the Election and K
29:14 Demand Drivers
32:10 First Time Buyers
35:00 Retiring With A Mortgage
39:30 Just Keep Paying The Mortgage
42:00 Economic Realities And Responsible Lending
42:45 Value Narrowed To Financial
46:00 Fear Factor
49:36 The Old New Normal
53:30 Ending
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