The US real estate market is in a 'nuclear winter' with property prices estimated to be 40% above long-run means, creating significant friction.
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Oil Market Dynamics, High Fuel Prices, and the Real Estate Slowdown
Oct 5, 2026
The hosts discuss the disconnect between oil prices and oil equities, noting that energy companies are better managed but starved for capital. They also analyze the real estate market, characterizing it as a 'nuclear winter' driven by high mortgage rates and property prices that remain significantly above long-run means.
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