Why The Housing Market Is Headed For Another Crisis w/ Melody Wright

In this episode, macro housing expert Melody Wright joins Milk Road Macro to drop a bombshell: the real estate crisis of 2008 never truly ended; it was just papered over. And now? That paper’s on fire. Why are sales collapsing despite population growth? Why are home prices still sky-high when no one can afford them? Why is everyone saying the bottom is in… while the cracks are spreading beneath their feet?

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🎙 GUEST INFO 🎙
Melody Wright: https://x.com/m3_melody

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⏱ TIME POINTS ⏱
00:00 – Intro
01:27 – Melody’s Macro Framework for Today’s Real Estate Market
05:03 – Why U.S. Home Sales Are at a 30-Year Low
08:19 – How 85 Vacation Towns Became Leading Housing Indicators
10:12 – Is the “Inventory Shortage” Just a Misleading Narrative?
12:08 – How Demographic Shifts Are Reshaping Housing Demand
14:20 – Has the Housing Market Really Bottomed?
16:54 – What Is a “Workout” in the FHA Mortgage System?
18:50 – How FHA Workouts Skew Delinquency Data
21:47 – The Fed’s Report on Widespread Mortgage Fraud
23:08 – What Happens When the FHA Workout Program Ends?
25:47 – Will Fed Rate Cuts Actually Impact the Housing Market?
31:00 – Trump’s “National Housing Emergency”: Real or Rhetoric?
35:40 – Is Housing a Shelter… or a Speculative Asset?
38:30 – GFC 2.0? Lessons We Still Haven’t Learned from 2008
40:34 – Why Investors Can’t Ignore What’s Coming in Housing
43:17 – Wrap-Up

#macro #housingmarket #federalreserve

📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.