• Investing replay

    HEDGEYE INVESTING SUMMIT

    SPECIAL HEDGEYE TV EVENT

    The sharpest minds in investing discuss the most important market and economic developments and their investing implications.
    Watch the free replay.

Editor's Note: Click the play button below to listen to a new conversation between hedge fund manager and MacroVoices podcast host Erik Townsend and Hedgeye Housing analyst Josh Steiner. (Click here to get a special offer on Market Edges, our weekly macro newsletter.)

*  *  *

Erik Townsend welcomes Josh Steiner to MacroVoices. Erik and Josh discuss:

  • Macro drivers of the Canadian and Australian real estate markets
  • Canada’s "Minsky Moment"
  • Turning up the heat with policies
  • Impact on Canadian Banks
  • Australian one-cylinder economy
  • Perspective on the Australian construction boom
  • Negative gearing in Australia and home equity withdrawal
  • Considerations on U.S. real estate
  • There is still room to run in the U.S. markets


Steiner on MacroVoices: The Next Minsky Moment in Housing (& Where It Might Be) - market edges