Sign up to save your podcasts
Or
Share #155 Meredith Whitney On The 'Bifurcated' Economy And Consumer, Why It Will 'Pay To Be Patient' For Young Homebuyers, And The Coming 'Silver Tsunami'
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
#155 Meredith Whitney On The 'Bifurcated' Economy And Consumer, Why It Will 'Pay To Be Patient' For Young Homebuyers, And The Coming 'Silver Tsunami'
Meredith Whitney, CEO of Meredith Whitney Advisory Group, discusses the state of the US economy and the consumer.
Last year, she did not expect a recession because of the strong consumer. Today, she describes the economy as “bifurcated” because higher-earning households are driving consumer spending.
Whitney also explores the housing market and predicts a supply glut that will lead to a decline in home prices, making it more affordable for younger generations. She delves into the demographic changes and challenges posed by an aging population, particularly in terms of long-term care and housing.
Whitney also addresses the fiscal position of states and the nation, emphasizing the need for a balanced budget and the potential risks of relying on foreign buyers for debt.
Links:
https://meredithwhitneyllc.com/
Timestamps:
0:00 Introduction
01:05 Macro view, bifurcated consumer
04:19 Sentiment
05:58 Housing market and homeownership
09:21 Timeline for home prices
10:38 Demographic changes and solutions
12:31 Demographic trends and aging Americans
20:31 National debt and foreign buyers
22:46 Possibility of a balanced budget
23:44 Fear and impact of research calls
32:11 Meredith Whitney Advisory Group
View all episodes
By Julia La Roche
4.5
4343 ratings
Meredith Whitney, CEO of Meredith Whitney Advisory Group, discusses the state of the US economy and the consumer.
Last year, she did not expect a recession because of the strong consumer. Today, she describes the economy as “bifurcated” because higher-earning households are driving consumer spending.
Whitney also explores the housing market and predicts a supply glut that will lead to a decline in home prices, making it more affordable for younger generations. She delves into the demographic changes and challenges posed by an aging population, particularly in terms of long-term care and housing.
Whitney also addresses the fiscal position of states and the nation, emphasizing the need for a balanced budget and the potential risks of relying on foreign buyers for debt.
Links:
https://meredithwhitneyllc.com/
Timestamps:
0:00 Introduction
01:05 Macro view, bifurcated consumer
04:19 Sentiment
05:58 Housing market and homeownership
09:21 Timeline for home prices
10:38 Demographic changes and solutions
12:31 Demographic trends and aging Americans
20:31 National debt and foreign buyers
22:46 Possibility of a balanced budget
23:44 Fear and impact of research calls
32:11 Meredith Whitney Advisory Group
More shows like The Julia La Roche Show
View all
Macro Voices
3,052 Listeners
The Meb Faber Show - Better Investing
926 Listeners
Real Vision: Finance & Investing
912 Listeners
Hedgeye Podcasts
201 Listeners
Palisades Gold Radio
239 Listeners
The Market Huddle
362 Listeners
Eurodollar University
462 Listeners
ITM Trading Podcast
64 Listeners
Supply Shock
120 Listeners
Wealthion - Be Financially Resilient
377 Listeners
The Jay Martin Show
61 Listeners
Forward Guidance
274 Listeners
Thoughtful Money with Adam Taggart
343 Listeners
The David Lin Report
30 Listeners
Monetary Matters with Jack Farley
89 Listeners