On this episode of “On The Tape,” Danny Moses is joined by Ivy Zelman of Zelman & Associates, who called the housing bust in 2008, for a conversation about the current state of the housing market.
Ivy Zelman’s Stock Disclosures:
BZH, CCS, HOV, KBH, LEN, MDC, MHO, MTH, PMH, TOL & TMHC r
Stock Ownership:
Analyst: No
Analyst’s Family: No
Analyst’s Firm: No
Investment Banking Client: No
Other Conflicts: Yes – Zelman has received compensation for products or services other than investment banking services.
DFH:
Stock Ownership:
Analyst: No
Analyst’s Family: No
Analyst’s Firm: No
Investment Banking Client: Yes
Other Conflicts: Yes – Zelman has received compensation for products or services other than investment
banking services.
Timecodes
0:00 – Housing Post-2020
8:50 – Rates
12:30 – Macro Impacts
17:25 – QE & QT
19:15 – Rental Market
24:55 – Ivy's Top Ideas
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On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.
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Good interview and conversation Danny. Impressive guest, Ivy no doubt has great insights into the housing market and terrific history on what we might repeat. Smart Lady.
Thanks for the feedback
Outstanding content. Thank you for sharing your experience and knowledge.
Glad you enjoyed it!
Very sound analysis. Thamks
I’m 45, $800K net worth. Been saving 50% of my salary, investing in stocks & living below my means. My goal this year is to be more serious and consistent with my investments for long term. I want to invest more this year but I’m not sure on how to mitigate risk. I’m worried with the numerous bank failures as of late, am I better off reinvesting my savings in the stock market or do I wait?
Just dollar cost average in and keep $ in stock market for the long term.
Its best if you buy growth/blue-chip/large caps stocks only duo Its unclear which stocks and sectors will lead the market in the next uptrend. looking at your budget, you should consider financial advisory
Wait
Exactly what I’m doing again this week. The smartest thing I’ve ever done was having 30% in cash to buy on the way down in 2021. It hurt watching 30-40% discounts drop to 50, but grabbing Google, NVDIA, Apple, and others near the bottom has paid off
Amazing speaking with Martha on the phone, I really Appreciate 🙏
Easy on the botox.
Build for rent is disgusting
The content quality is vastly superior when Danny M. is involved. Wish the other 2 jokers would just interview guests and withhold their worthless personal opinions.
Appreciate your feedback
Great interview. Great update. Already in line for the best episode of the year.
Nice picks Danny – Packers & Chiefs, who needs stocks when you provide lock nfl picks🎉
Great job on the content release during the holiday weekend. 💪🏽
Appreciate it!
Ivy is terrific; she has been killing it for years in the housing space. Great job Danny!
Great stuff thank you.
My pleasure!
Rates aren’t getting cut anytime soon… Expect more pain!
I’m 50 and I have about $200k liquid in savings which I plan to put towards becoming a homeowner, but based on the current high prices on real estate, do you suggest I hold from buying and look at stocks instead?
Ivy and her group is by far best in industry. We have followed them for over 15 years and they deal with facts rather than emotion. Great folks.
Strong employment growth? You’re in for a big surprise.