Housing Market Stress: Are We Recreating the Conditions of the 2008 Crisis?
Teaser Video
Mike Green, Portfolio Manager and Chief Strategist for Simplify Asset Management, comes to KEDM to discuss his bearish macro outlook with Max Wiethe. Mike details the disinflationary and outright deflationary indicators he sees flashing bright red.
He also explains why the massive spike in bankruptcies has yet to translate to wider credit spreads. He also highlights the many contradictions he sees with the robust housing and labor market narratives.
Housing Market Stress: Are We Recreating the Conditions of the 2008 Crisis?
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