The Pragmatic Investor

00:00 Introduction

06:00 A Different Way Of Thinking

12:00 What really happened in the GFC?

25:00 A Secular Housing Shortage

32:00 Housing Market in 2024

47:00 The Fed Did Not Kill Inflation

01:10:00 How To Profit From Housing

Kevin Erdmannis the author behind the Erdmann Housing Tracker. He is also the author of Building from the Ground Up: Reclaiming the American Housing Boom and Shut Out: How a Housing Shortage Caused the Great Recession and Crippled Our Economy

I stumbled onto Kevin’s substack and was quickly captivated by his unique views on the Fed and housing.

In this conversation, we talked about the role of housing and real estate in the economy. How this affect the business cycle and, most importantly, what the underlying secular trends driving housing are.

Kevin believes there is a secular shortage of housing in the US, which will support continued price appreciation.

So how do we profit from this?

That’s exactly what we discussed in the last quarter of the interview, and Kevin went into great depth as to how investors can benefit in the coming years, even dropping some specific names

Don’t forget to follow Kevin:

Disclaimer: This interview is intended for general guidance and information purposes only. This report is under no circumstances intended to be used or considered as financial or investment advice, a recommendation or an offer to sell, or a solicitation of any offer to buy any securities or other form of financial asset.