Interview with James Foord at the Pragmatic Investor
Here is a summary of the interview. The interview is good review of recent EHT topics:
00:00 Introduction
06:00 A Different Way Of Thinking
12:00 What really happened in the GFC?
25:00 A Secular Housing Shortage
32:00 Housing Market in 2024
47:00 The Fed Did Not Kill Inflation
01:10:00 How To Profit From Housing
Here is the Youtube link:
FYIU:
"Productivity increases 5.2% in Q3 2023; unit labor costs decrease 1.2% (annual rates)
Productivity increased 5.2 percent in the nonfarm business sector in the third quarter of 2023; unit labor costs decreased 1.2 percent (seasonally adjusted annual rates). In manufacturing, productivity decreased 0.8 percent and unit labor costs increased 6.2 percent."
---BLS