Thoughtful Money with Adam Taggart We're Facing The Bursting Of Twin Bubbles In Housing AND Stocks | Danielle Park
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Sep 4, 2025 Danielle Park, president and portfolio manager at Venable Park Investment Counsel, dives into alarming trends in the U.S. housing and stock markets. She discusses the Federal Reserve's recent shift in outlook, raising concerns over a declining labor market and inflated asset values. Danielle highlights the challenges of housing affordability and increasing debt, particularly for first-time homebuyers. The conversation also covers the repeating patterns of market behavior that hint at an impending correction, urging investors to reassess their strategies amidst financial uncertainty.
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Price Homes To What Buyers Can Afford
- Use mortgage calculators to price buyer affordability honestly before listing or planning moves.
- Price realistic expectations to avoid long listings and cancellations when buyers can't carry new mortgage costs.
Cancelations Mask Imminent Forced Selling
- Two seller cohorts exist: those who cancel listings to wait, and leveraged sellers who face forced sales.
- Rising foreclosures and rising unemployment will increase forced selling and depress prices further.
Global Property Slumps Are Disinflationary
- China and other major markets show property investment declines, creating global deflationary pressure.
- Real estate deflation is a large, hard-to-offset drag on demand and inflation measures.
