This Small Group is Driving the Entire Economy (and They’re About to Stop)
Is a recession really coming, or is this the new normal for the housing market? Dave Meyer and J Scott unpack how post-2008 shifts, record debt and money printing, tariffs, and AI are changing the rules, then connect inflation and the labor market to mortgage rates and interest rates so you can gauge what moves them next. You will get a risk-off playbook for today’s deals, including conservative underwriting, assuming flatter rents and higher vacancy, buying at today’s rates, and favoring fixed-rate debt, plus why single-family housing prices are usually resilient outside of severe shocks…
The skinny
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