A very specific housing related bet. How did we go from The Big Short... to a housing shortage in such a short time? Governments in seemingly disparate places are having to take drastic measures to enable more housing development. This episode is about how those conditions materialized in the United States, and also whether anything can be done to ameliorate the situation. Kevin Erdmann is a Senior Affiliated Scholar at the Mercatus Center. Kevin’s SubstackFollow Kevin on TwitterBen Bea...
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A very specific housing related bet. How did we go from The Big Short... to a housing shortage in such a short time? Governments in seemingly disparate places are having to take drastic measures to enable more housing development. This episode is about how those conditions materialized in the United States, and also whether anything can be done to ameliorate the situation. Kevin Erdmann is a Senior Affiliated Scholar at the Mercatus Center. Kevin’s SubstackFollow Kevin on TwitterBen Bea...
Citrini Research has taken Fintwit by storm with a series of prescient market calls covering themes such as AI, GLP-1, and the Trump election. In this episode Citrini discusses how he arrived at thematic investing, the process he uses to find baskets of stocks, and also what it’s like to write up a thesis for tens of thousands of subscribers. Find Citrini on Substack. Find Citrini on Twitter. Support the show by subscribing to the Premium Substack: https://riskofruinpod.substack.com/p/new-epi...
Risk of Ruin
A very specific housing related bet. How did we go from The Big Short... to a housing shortage in such a short time? Governments in seemingly disparate places are having to take drastic measures to enable more housing development. This episode is about how those conditions materialized in the United States, and also whether anything can be done to ameliorate the situation. Kevin Erdmann is a Senior Affiliated Scholar at the Mercatus Center. Kevin’s SubstackFollow Kevin on TwitterBen Bea...
