Best Assets To Own Now: Danielle DiMartino Booth, Lyn Alden, Stephanie Pomboy & Ivy Zelman

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https://youtu.be/yXbdC1bnT54

The roundtable of top macro experts Danielle DiMartino Booth, Lyn Alden, Stephanie Pomboy & Ivy Zelman continues here in Part 2.

Watch Part 1 Here: “Dream Team” Roundtable: Alden, DiMartino Booth, Pomboy & Zelman

These analysts share their predictions on which assets they conclude will fare best (and worst) in the coming year given the trends in play.

And if you’d like to learn more about each of these experts, here’s where to go:

— Lyn Alden: lynalden.com
— Daniella DiMartino Booth: quillintelligence.com
— Stephanie Pomboy: macromavens.com
— Ivy Zelman: zelmanassociates.com

Macro Dream Team: Lyn Alden, Danielle DiMartino Booth, Stephany Pomboy & Ivy Zelman

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We’re not quite 2 months through the year yet and still 2022 is proving to be one of the most uncertain & challenging years for investors since the Global Financial Crisis ended in 2009.

Inflation is running at a 40 year high while supply chain disruptions stubbornly persist. This has forced the Fed to reverse course, and it’s now pursuing a policy of interest rate hikes that threaten to burst the price bubble in financial assets and potentially

send our slowing economy into recession.

Geopolitical risks, as evidenced by the unfolding developments in the Ukraine, have suddenly roared back to the forefront after years of relative tranquility among nations.

When trying to understand where a complex environment like this is headed, they say two heads are better than one. But things are so complicated today that I think we need to double that to 4 heads.

We are extremely fortunate today to be joined by 4 of the most accomplished macro analysts in the world of online finance. In today’s video, I’ll be moderating a roundtable including:

— Danielle DiMartino Booth, CEO & Chief Strategist of Quill Intelligence
— Lyn Alden, publisher of LynAlden.com
— Ivy Zelman, founder of housing research firm Zelman Associates,
— Stephanie Pomboy, founder of MacroMavens

This is a powerhouse of talent folks. And it required no small amount of sacrifice on each of their parts to make themselves all available at the same time for this roundtable discussion.

Will Hedge Funds Ultimately Own ALL Our Homes, Making Us A Nation Of Renters? | Ivy Zelman (PT1)

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I recently tweeted out this chart from CoreLogic, showing how a rising percentage of single family homes are being purchased by investors – nearly 1 in 4:

The chart really hit a nerve and my tweet went viral, performing 100x more than usual.

I think it sparked so much attention because it caused folks to ask: Is the individual homeowner becoming squeezed out of the housing market?

Housing prices have risen to all-time highs this year while affordability has declined dramatically.

Are we on our way to becoming a nation of renters, leasing from the wealthy investor class who will eventually own ALL of our houses?

To address this, we sat down with Ivy Zelman, CEO of Zelman & Associates, the leading housing research firm in the US.

In this excellent new interview, Ivy explains the biggest trends currently driving today’s housing market, where she thinks prices are headed, and whether or not we’ll one day be renting from hedge fund overlords.

Get Ivy’s latest housing market bulletin for free at https://wealthion.com/ivy