Bill McBride Talks Broken Housing Market

Bill McBride Talks Broken Housing Market

Author: Michael Zuber July 9, 2024 Duration: 14:54

In this episode, I sit down with Bill McBride, also known as Calculated Risk, to discuss the current state of the housing market. Bill, who successfully predicted both the housing market top in 2007 and the bottom in 2012, shares his insights on the similarities between today's market and the period from 1978 to 1982. We also cover the latest data from Aalto's Research and Redfin, discuss small business optimism, and examine the trends in consumer credit. Whether you're a homeowner, investor, or simply interested in the housing market, this episode is packed with valuable information and expert analysis.


Key Talking Points with Timestamps

[0:00] Introduction to Bill McBride - Overview of Bill McBride's credentials and his accurate market predictions.

[1:18] Housing Market Analysis - Bill McBride compares current market conditions to those from 1978 to 1982.

[3:58] Price Reduction Trends - Darryl Fairweather from Redfin discusses the recent trend of homes selling below list price.

[5:30] Aalto's Research Data - Insights from Mike Simonson's weekly housing market updates.

[7:54] Increasing Loan Conditions - Discussion on the rise of loan conditions as reported by Danielle Fountain.

[10:14] Small Business Optimism Survey - Analysis of the latest survey results and their implications for the economy.

[11:36] Consumer Credit Trends - Examination of the recent jump in consumer credit and what it signifies for financial conditions.

[13:47] Real Estate Listings and Market Health - Evaluation of current listing trends and the concept of "stale" listings.

[14:20] School Community Update - Information on upcoming guest speakers and the benefits of joining the school community.

[15:53] Closing Remarks - Final thoughts and a reminder to check out Bill McBride's work and the latest interviews.


Links & Resources



Michael Zuber’s One Rental At A Time is for anyone who’s ever looked at real estate investing from a distance, intrigued by the possibility of financial independence but convinced their current schedule makes it impossible. This podcast dismantles that assumption by focusing on the steady, incremental approach that its title suggests. Instead of complex theories or get-rich-quick schemes, you’ll hear practical conversations about the tangible steps involved in acquiring and managing rental properties. The discussions stem from Michael’s own journey and the experiences of many others who have built a meaningful second income stream through this method. Each episode feels like a straightforward talk about turning a sidelined idea into a actionable plan, addressing the real balancing act between work, family, and building something for the future. Tuning into this podcast, you’ll find a grounded resource in the business and investing space, one that emphasizes how long-term holding and thoughtful acquisition can quietly reshape your financial landscape without demanding you upend your existing life overnight.
Author: Language: en-us Episodes: 100

One Rental At A Time
Podcast Episodes
Mortgage Rates Shoot Higher, Has it Killed Demand Already [not-audio_url] [/not-audio_url]

Duration: 15:33
With mortgage rates skyrocketing, the housing market is feeling the pressure. But has this surge already crushed demand? In this episode, we dive deep into the sudden spike in rates and explore the real impact on homebuy…
The French Fry Indicator (What Does it Mean) [not-audio_url] [/not-audio_url]

Duration: 15:50
Could a humble French fry hold the key to understanding the economy? In this fascinating episode, we uncover the surprising link between fast food trends and broader financial signals. The "French Fry Indicator" might so…
CASH FLOW IS DEAD!! What Do We Do Now? [not-audio_url] [/not-audio_url]

Duration: 14:59
With cash flow strategies drying up, investors are left wondering: what’s next? In this episode, we explore the death of traditional cash flow models and dive into the strategies you need to survive and thrive in the new…
Consumers Pull Back in A Big Way [not-audio_url] [/not-audio_url]

Duration: 15:10
As consumers tighten their wallets, the ripple effects could hit the economy hard. Are we on the brink of a major shift, and what does this mean for businesses, investors, and the future of the market? Links & Resources…
DID FED MAKE ANOTHER GIGANTIC MISTAKE!!! [not-audio_url] [/not-audio_url]

Duration: 31:59
Is the Federal Reserve steering the economy into dangerous waters—again? With their latest decisions sparking debate, investors and economists are questioning if the Fed has once again miscalculated. Links & Resources Fo…
Is Refi Boom OVER ALREADY??? [not-audio_url] [/not-audio_url]

Duration: 9:15
Just as mortgage refinancing was taking off, has the boom hit a wall? With interest rates and market conditions changing rapidly, homeowners and investors are left wondering: is the window for refinancing closing? Links…
Housing Market TWIST! Demand Surges But There's a HUGE Problem [not-audio_url] [/not-audio_url]

Duration: 10:33
The housing market is heating up, but is everything as rosy as it seems? Demand is surging, yet there's a massive issue lurking beneath the surface. Links & Resources Follow us on social media for updates: ⁠Instagram⁠ |…
FAKE NEWS: Blow Out Jobs Numbers [not-audio_url] [/not-audio_url]

Duration: 18:30
Is everything we hear about the job market true? In this episode, we dive deep into the recent "blow out" jobs report and reveal what's really going on behind the headlines. Are we being misled? Links & Resources Follow…
Will Real Estate Market Crash in 2025 with Ryan Pineda. [not-audio_url] [/not-audio_url]

Duration: 47:21
Is the real estate market headed for disaster in 2025? Join us as Ryan Pineda, a top real estate investor and entrepreneur, shares his insights on the future of housing. Will prices plummet, or is there hope for investor…
Hurricane Helene's SHOCKING Impact on Real Estate Prices [not-audio_url] [/not-audio_url]

Duration: 17:15
Natural disasters often have lasting effects, but Hurricane Helene's impact on the real estate market is beyond shocking. In this episode, we dive deep into how this storm has reshaped property values and what it means f…