The Housing Crisis Already Started. The Data Just Hasn’t Caught Up w/ Melody Wright

Is the U.S. housing market much weaker than the official data suggests? Melody Wright joined Milk Road Macro after driving 3,000+ miles across 13 states to find out what's actually happening on the ground. Her conclusion: the housing crisis has already begun. Most investors just can't see it yet. She argues housing inventory is being undercounted, foreclosure risks are rising, and the data everyone relies on is missing the real story. The spreadsheet says one thing. The streets say something completely different.

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⏱ TIME POINTS ⏱
00:00 - Intro
01:38 - What's The Outlook On Housing Market Cracks?
03:54 - Milk Road Is Hiring!
04:11 - The Gap Between Buyers And Sellers Is Widening
07:01 - Melody's 3000 Mile Research On The Ground
09:45 - Housing Data Is Not Correct, What's Missing?
13:07 - Distress Selling, Is It Accelerating?
15:18 - Spikes In Delinquencies And Foreclosure Filings
18:41 - How To Mitigate The Crisis & What Happens If They Don't
21:14 - What Happens If Foreclosures Start To Take Off
23:07 - Sponsor: Cape
23:53 - Sponsor: Nexo
24:31 - The Exact Triggers For A Cascading Effect
28:56 - Trump Administration's Housing Policy Solutions
30:54 - Rising Inflation's Impact On Mortgage Rates
33:55 - San Francisco's Real Estate Market Bottoming?!
36:16 - How Housing Impacts Private Credit Markets
39:47 - How Does Housing Threaten The Equities Bull Run?
42:23 - Sponsor: Kalshi
42:57 - Where To Focus On In The Markets Now
46:58 - Wrap-up