Erik Townsend and Patrick Ceresna welcome Josh Steiner to MacroVoices. Erik and Josh discuss:
- Update on U.S. Housing
- Residential Construction % of GDP
- U.S. home affordability remains favorable
- Rate Shock Redux
- Lagged effects of rising rates
- Canadian real estate
- Swelling mortgage debt in Canada
- Deterring foreign ownership
- Deteriorating household finances
- Exposure for the Canadian banks
SPECIAL POST GAME GUEST- Pete Wargent: Update on Australian Housing Market
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Josh has two decades of experience following sectors including specialty finance, general financial services, and satellite communications. Prior to Hedgeye Risk Management, Josh was an integral part of the number-one ranked Institutional Investor and Greenwich Survey Mortgage, and specialty finance team at Lehman Brothers before moving to the buy-side at Amaranth Group and Millennium Partners. He began his financial career at CE Unterberg, Towbin covering the satellite communications sector.
Josh is a CFA charterholder and holds a bachelor’s degree in economics from the University of Rochester.
Pete Wargent is one of Australia's most highly respected housing market analysts.
As the co-founder of an active buyer's agency with offices in Sydney, Brisbane, and London, combined with his unparalleled ability to deliver powerful data-driven analysis, he is uniquely positioned to anticipate market shifts and insights ahead of mainstream reporting.
Pete was formerly a Director at the Big 4 accounting firm Deloitte.