Housing is the hedge against the AI trade | Market Hang
Conor Sen, founder of The Housing Frame, makes the only contrarian case anybody made on today’s panel. Mike Rode of FAS Wealth Partners asks it as a sceptic: he has heard the housing bull case every year and called two brokers on Friday to find out what it is beyond rates coming down. Sen concedes the data has been horrendous, then argues a rotation away from AI means slower growth and rate cuts, and that housing is what works in that world. Kyla Scanlon, author of “In This Economy”, on the milestones that keep moving out of reach. Turney Duff hosts.
Watch the full stream: https://youtube.com/live/u4V-7TTckoM
Market Hang is live weekdays 12:30-1:30pm ET on Yahoo Finance.
Timestamps
0:00 What is the bull case for housing
1:15 The milestones that keep moving out of reach
2:38 Renting is a good deal almost everywhere, with two exceptions
3:40 Neighborhood, price, size. Pick two
#HousingMarket #AIStocks #RealEstate #MarketHang #YahooFinance
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