

Join Jason today as he welcomes Eric Basmajian of EPB Macro Research to the show as they do a deep dive into the housing market. Jason also suggests that as investors we should REFRAME our mind in terms of the housing industry especially as we continue to see very low inventory.
Eric is an economic cycle analyst providing research on long-term and short-term trends in growth and inflation. With a degree in economics and experience at a quantitative hedge fund, Eric has developed a unique secular and cyclical framework to forecast major economic inflection points and the resulting impact on asset prices.
You are also invited to Jason's Recession Proof Investing Summit where there will be great speakers, local market specialists who will be talking about their properties and much more. You will also be given a discounted price to purchase the recordings of the event! So hurry- go to the JasonHartman.com to get your tickets today!
Key Takeaways:
Jason's editorial:
1:42 The Right Frame
4:39 Reframing the housing market debate
6:27 It's all about investing for YIELD
8:33 5 Cities where at least half of millennials can't afford to rent a 1-bedroom
10:49 Rent- the second frame
11:21 Jason's 2 value drivers- scarcity and utility
15:31 Get your tickets to our Virtual Recession Proof Investing Summit today!
Eric Basmajian interview:
18:37 The new Paul Volcker?
20:05 Reframing the housing debate
22:04 The important thing is yield- not prices
23:17 Evaluating the volume cycle versus the price cycle
24:54 Inventory woes- there's nothing to sell! Disparities in the regional market
26:44 Real estate market as an indicator of the broader economy
29:28 Interest Rate Composite (Inverted)
31:33 MBA Purchase Index
33:42 US New Single Family Houses Sold
34:59 Months Supply: New Single Family Homes
35:55 NAHB/Wells Fargo US Housing Market Index
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1864 episodes
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