Why the Housing Market Still Isn’t Fixing Itself

The Financial Exchange Show · Feb 4, 2026 · 38m · transcript

Chuck Zodda and Paul Lane break down why Americans are staying in their homes longer than ever, why homebuilders are sitting on record levels of unsold inventory, and why government “solutions” could actually push prices even higher instead of improving affordability. They also dig into Walmart’s surge to a trillion-dollar valuation, investor rotation away from big tech, growing frustration with AI tools inside major companies, and the ongoing drama around Nvidia’s chip sales to China. Plus: the NFL eyes another payday as it pressures media partners for even richer TV deals.