Podcasts about Supply and demand

This week, we discuss changes to our asset class rankings, gold, weakness from the US Dollar, defense stocks breaking out, and technical updates to large cap growth.

This week, we discuss recent chart updates for Ten Year Treasuries, Mega Cap US Stocks, Emerging Markets, Silver vs. Gold, and Crude Oil.

This week, discuss a breakdown from the US Dollar, rally highs for Poland, breadth in small caps, and near highs for the Nasdaq-100

This week, Miles and Joseph discuss improvement from semiconductors, a recent RS reversal for cap weighted stocks vs. equal weighted, and rangebound action from crude oil.

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world. In today's episode, we review the latest chatter emanating from Fannie and Freddie. Plus, Robbie sits down with HomeLight's Nick Friedman to discuss how lenders are navigating a challenging market shaped by recession fears, rising tariffs, buyer hesitation, and the resurgence of creative tools like buydowns and seller concessions to keep deals moving. And the episode closes with a look at May issuance of MBS and it's impact on mortgage rates.Want to remove home sale contingencies in 48 hours or less? It's easy with Calque's newest ‘buy before you sell' product – the Contingency Buster. The Contingency Buster is your fastest and most affordable path to non-contingent financing. Calque provides a binding backup offer on your borrower's departing residence to clear the existing mortgage balance and closing costs in 48 business hours or less. You become a loan hero that saves deals and helps clients win bidding wars. Best yet? It costs less than other ‘buy before you sell' solutions. Visit www.calqueinc.com to learn more.

Georgia Tann tightens her grip on adoption in the city of Memphis, with the help of a growing network of accomplices.Be the first to know about Wondery's newest podcasts, curated recommendations, and more! Sign up now at https://wondery.fm/wonderynewsletterListen to American Scandal on the Wondery App or wherever you get your podcasts. Experience all episodes ad-free and be the first to binge the newest season. Unlock exclusive early access by joining Wondery+ in the Wondery App, Apple Podcasts or Spotify. Start your free trial today by visiting wondery.com/links/american-scandal/ now.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In the latest episode, we assess the state of the public and private credit markets, looking at the current balance of supply and demand and considering the risks and opportunities for investors. Join Wayne Dahl (Co-Portfolio Manager, Global Credit) and Suzana Perić (Managing Director, Sourcing & Origination) as they discuss topics from the recently published Oaktree Credit Quarterly 1Q2025: Gridlock.

This week, Ian and Jamie discuss the trading ranges from stocks, treasury yields, crude oil, and gold in the current market environment.

In this episode of Teaching Channel Talks, Dr. Wendy Amato sits down with Karen Stinson, Program Coordinator for Deaf and Hard of Hearing Education at Radford University. They discuss the urgent need for more teachers of the Deaf and Hard of Hearing (DHH) and explore why teacher supply is not meeting the growing demand. Karen shares insights from her work at Radford, the challenges of preparing future educators, and how schools can better support DHH students. Listen in to learn how you can make a difference in Deaf education and discover opportunities to get involved.Resources for Continued LearningInterested in Becoming a Teacher of the Deaf?Karen Stinson encourages anyone considering a career in Deaf education to reach out directly for guidance and support. Feel free to contact her at kastinson@radford.edu.Explore the Radford Deaf Education ProgramRadford University's Deaf and Hard of Hearing Teaching Program prepares educators to meet the unique needs of DHH students. Learn more about coursework, certification pathways, and how to start your journey.

This week, Miles and David discuss US equities regaining the top position in our asset class rankings, alongside other important indicator changes.

Market dynamics can shift on a dime, and understanding the delicate balance of supply and demand is crucial for anyone looking to thrive in land investment. In this episode, Steven Jack Butala and Jill DeWit unpack the essential laws of supply and demand and how they directly impact the land business, revealing strategies to thrive even when market conditions shift. They delve into a real-world scenario of a penthouse condo pricing discussion and address a listener's question about mailing to zip codes with strong sales history but no current listings. Expect insights into identifying prime buying opportunities during periods of high supply and low demand, and learn why economic downturns can actually lead to record-breaking deals. Tune in to discover how understanding basic economics 101 can give you a major advantage in the competitive world of land acquisition and investing.

This week, Miles and Trevor discuss emerging markets breaking out, growth improvement vs. value, and the small-cap rally.

April 30, 2025

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This week, Ian and Miles discuss the indecisiveness of markets, highlighting some major indicators and charts.

This week, Miles and Joseph discuss the recent bounce in equities and offer perspective on heightened volatility levels.

This week, Miles and David discuss increasing uncertainty across US equity markets.

This week, John Lewis, Senior PM at NDW joins Ian Saunders to discuss the wild week of market action. The conversation highlights specific support/resistance levels to monitor and reviews their favorite indicators.

This week, Ian Saunders and Miles Clark discuss sharp downside from domestic equities and highlight specific trends to monitor as we head into the second quarter.

This week, Ian Saunders and Jamie West review movement outside of domestic equities and highlight specific areas of momentum.

This week Will and Ben look at the growing competition in South American soybean production and emerging export opportunities.Market recap (changes on week as of Friday's close): » May 2025 corn up $.06 at $4.64» December 2025 corn flat at $4.51» May 2025 soybeans down $.07 at $10.09» November 2025 soybeans down $.11 at $10.07» May soybean oil up 0.42 cents at 42.01 cents/lb» May soybean meal down $5.60 at $300.30/short ton» May wheat up $.01 at $5.58» July 2025 wheat up $.01 at $5.74» May 2025 cotton down 2.1 cents at 65.27 cents/lb» December 2025 cotton down 1.32 cents at 68.66 cents/lb» May WTI Crude Oil up $1.41 at $68.37/barrelWeekly highlights:US housing starts at 1.50 million exceeded expectations of 1.38 million and the 1.35 million in January.The Federal Reserve decided to keep interest rates unchanged this week at a range of 4.25% to 4.5%, citing increased economic uncertainty and lowering its growth forecast for the year.US crude oil stocks were up 73.3 million gallons, while gasoline and distillate stocks were down 22.1 and 118.1 million gallons. Implied gasoline demand was down 4% week over week, but still up 1% from the prior four-week average.US ethanol production increased to an impressive 325 million gallons- up from 312 million gallons last week and 308 million gallons this time last year. Ethanol stocks were down 33.6 million gallons week over week but still 7% higher than the five-year average.Weekly grain and oilseed export sales were mixed- corn sales were again strong at 58.9 million bushels. However, soybean export sales of 13.0 million bushels fell below all expectations Wheat sales were especially disappointing at net cancelations of -9.1 million bushels- 20 million bushels below the most bearish estimate.Open interest in futures and options of grains and oilseeds was up 1.3% week over week. Producer and merchants decreased their net short 8,793 futures and options contracts. Money managers increased their net short 43,637 contracts to -205,435 contracts.Weekly grain and oilseed export inspections were neutral to bullish on the week. Corn and soybean shipments of 57.6 and 30.2 million bushels, respectively were toward the top end of expectations, while wheat shipments of 17.8 million bushels topped all pre-report expectations. There were no grain sorghum inspections.Topics:» Market recap» Black Sea wheat outlook» Chinese soybean demand» South American soybean production» Corn export opportunity in Japan» Reports to watchConnect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: https://www.youtube.com/@BrownfieldAgNews» Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsAbout Brownfield Ag News:Brownfield Ag News is your trusted source for reliable agriculture news, market trends, weather updates, and expert interviews. Get comprehensive coverage and stay ahead in the ever-evolving agriculture industry.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week, Ian Saunders and Jamie West discuss this week's Fed decision and the volatile state of global equity markets

Ivory is in high demand here.    “Walk in the Spirit, and you shall not fulfill the lust of the flesh.”  - Galatians 5:16 (NKJV)

This week Will and Ben check in on inflationary measures and USDA's updated supply and demand numbers.Market recap (changes on week as of Friday's close): » May 2025 corn down $.11 at $4.58» December 2025 corn down $.03 at $4.51» May 2025 soybeans down $.09 at $10.16» November 2025 soybeans down $.07 at $10.18» May soybean oil down 1.83 cents at 41.59 cents/lb» May soybean meal up $9.40 at $305.90/short ton» May wheat up $.06 at $5.57» July 2025 wheat up $.08 at $5.73» May 2025 cotton up 1.30 cents at 67.37 cents/lb» December 2025 cotton up $1.52 at 69.98 cents/lb » May WTI Crude Oil up $.18 at $66.96/barrel Weekly highlights:US job openings in January were reported at 7.7 million jobs- that was up from a two year low of 7.5 in December 2024.The Consumer Price Index (CPI) was reported up at 0.2% month over month vs expectations of increasing 0.2%. The annual CPI increased 3.1% vs 3.3% last month and expectations of 3.2%.The Producer Price Index (PPI) was flat month over month in February- below expectations of 0.3% growth. The annual PPI was reported at 3.2%- down from 3.7% in January.The Preliminary Consumer Sentiment value fell harder than expected in March. Consumers have concerns about economic health and high levels of future inflation.US retail sales were up 0.2% in February compared to January, but below the 0.6 growth expectations. Year over year retail sales are up 3.1%.USDA left the corn and soybean balance sheets virtually unchanged this month- the exception being a 15-cent decline in the season-average price for soybeans. Sorghum demand categories continue to change, and wheat saw reductions in demand and price.US crude oil stocks were up 60.8 million gallons while gasoline and distillate fuel stocks were down 241 and 65.5 million gallons, respectively. Implied US gasoline demand was up 3% from last week and up 8% compared to the prior four week average.US ethanol production pulled back to 312 million gallons- down from 321, but up from 301 last year and the five-year average of 296 million gallons. Ethanol stocks increased 3.7 million gallons but remain just below the all time record set in April 2020 at the start of the Coronavirus pandemic.The National Oilseed Processors Association reported their members crushed 177.9 million bushels of soybeans in February- below all pre-report estimates.Weekly grain and oilseed export sales were neutral to bullish on the week- corn sales of 38.1 million bushels were in line with pre-report expectations but up from the week prior. Soybean and wheat export sales of 27.6 and 28.8 million bushels, respectively were both above all pre-report expectations. Sorghum sales were healthy at 1.3 million bushels. Rice sales fell to a 5-week low at 0.7 mil. Cwt.Open interest in futures and options of grains and oilseeds was up 0.3% week over week. Producer and merchants reduced their net short position 71,035 contracts, while money managers were net sellers again this week- increasing their net short position. Weekly grain and oilseed export inspections were solid this week. Corn and soybean inspections of 65.3 and 23.8 million bushels were both within range, while wheat inspections of 18.1 million bushels were bullish- above all pre-report expectations. Topics:» Market recap» Checking inflation measures» USDA updates its supply and demand estimates» Oilseed crush comes in below expectations» Reports to watchConnect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: https://www.youtube.com/@BrownfieldAgNews» Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsAbout Brownfield Ag News:Brownfield Ag News is your trusted source for reliable agriculture news, market trends, weather updates, and expert interviews. Get comprehensive coverage and stay ahead in the ever-evolving agriculture industry.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Over the last few years, Americans in far too high a number have gotten access to, gotten hooked on, and in many cases, died from fentanyl. For people aged 18 to 45, statistics tell us that highly addictive drug is the number one killer in the United States. Some argue that there is little consistency in how this scourge is being dealt with on the federal level. A new hard-hitting documentary, Fentanyl: Death Incorporated, delves into this. FOX News Rundown host Gurnal Scott recently spoke to the film's producer, Discovery Institute senior fellow Dr. Robert G. Margaret, and its narrator, actor and activist Billy Baldwin. The two discussed the fentanyl crisis and how Congress and the country must address both the demand for the deadly drug and those who are supplying it. We often must cut interviews short during the week, but we thought you might like to hear the full interview. Today on Fox News Rundown Extra, we will share our entire interview with Dr. Robert Margaret and Billy Baldwin, allowing you to hear more about their film and why they hope it can inspire change on how America addresses the fentanyl crisis. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Over the last few years, Americans in far too high a number have gotten access to, gotten hooked on, and in many cases, died from fentanyl. For people aged 18 to 45, statistics tell us that highly addictive drug is the number one killer in the United States. Some argue that there is little consistency in how this scourge is being dealt with on the federal level. A new hard-hitting documentary, Fentanyl: Death Incorporated, delves into this. FOX News Rundown host Gurnal Scott recently spoke to the film's producer, Discovery Institute senior fellow Dr. Robert G. Margaret, and its narrator, actor and activist Billy Baldwin. The two discussed the fentanyl crisis and how Congress and the country must address both the demand for the deadly drug and those who are supplying it. We often must cut interviews short during the week, but we thought you might like to hear the full interview. Today on Fox News Rundown Extra, we will share our entire interview with Dr. Robert Margaret and Billy Baldwin, allowing you to hear more about their film and why they hope it can inspire change on how America addresses the fentanyl crisis. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Over the last few years, Americans in far too high a number have gotten access to, gotten hooked on, and in many cases, died from fentanyl. For people aged 18 to 45, statistics tell us that highly addictive drug is the number one killer in the United States. Some argue that there is little consistency in how this scourge is being dealt with on the federal level. A new hard-hitting documentary, Fentanyl: Death Incorporated, delves into this. FOX News Rundown host Gurnal Scott recently spoke to the film's producer, Discovery Institute senior fellow Dr. Robert G. Margaret, and its narrator, actor and activist Billy Baldwin. The two discussed the fentanyl crisis and how Congress and the country must address both the demand for the deadly drug and those who are supplying it. We often must cut interviews short during the week, but we thought you might like to hear the full interview. Today on Fox News Rundown Extra, we will share our entire interview with Dr. Robert Margaret and Billy Baldwin, allowing you to hear more about their film and why they hope it can inspire change on how America addresses the fentanyl crisis. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Welcome to another episode of the 30th best computer podcast on the planet!  (you'll see)We've got the CPU review, GPU rumors and facts, and enough malware stories to choke Microsoft, TP-Link and Apple!  Plus the usual assortment of tech goodies culled from the thing we simply refer to as "The Internet".Once again we are pleased to welcome back Incogni as a sponsor!Your information is being exposed by data brokers to possible identity theft, scams, online harassment, stalking or even unwanted marketing.Take your personal data back with Incogni!  Use code PCPERSPECTIVE at the link below and get 60% off an annual plan:https://incogni.com/pcperspective00:00 Intro02:31 The increasingly depressing Food with Josh segment05:35 Ryzen 9 9950X3D Review12:04 RTX 5060 rumor (reported as false after we recorded this, probably still coming soon)13:33 Are there any GPUs out there? (Lamenting actual availability)20:55 Protracted Radeon RX 9070 demand and production discussion30:09 AMD Radeon RX 9060 Series rumors34:20 Intel has a new CEO37:22 Podcast sponsor: Incogni38:53 (in)Security Corner50:10 Gaming Quick Hit (just one story this week)53:43 Picks of the Week1:06:55 Outro ★ Support this podcast on Patreon ★

This week, David and Miles discuss the sharp pullback across domestic equities and what indicators they are monitoring moving forward.

On this episode of Crazy Wisdom, I, Stewart Alsop, sit down with Gabe Dominocielo, co-founder of Umbra, a space tech company revolutionizing satellite imagery. We discuss the rapid advancements in space-based observation, the economics driving the industry, and how AI intersects with satellite data. Gabe shares insights on government contracting, defense applications, and the shift toward cost-minus procurement models. We also explore the broader implications of satellite technology—from hedge funds analyzing parking lots to wildfire response efforts. Check out more about Gabe and Umbra at umbraspace.com (https://umbraspace.com), and don't miss their open data archive for high-resolution satellite imagery.Check out this GPT we trained on the conversation!Timestamps00:00 Introduction to the Crazy Wisdom Podcast00:05 Gabe's Background and Umbra's Mission00:34 The Story Behind 'Come and Take It'01:32 Space Technology and Cost Plus Contracts03:28 The Impact of Elon Musk and SpaceX05:16 Umbra's Business Model and Profitability07:28 Challenges in the Satellite Business11:45 Investors and Funding Journey19:31 Space Business Landscape and Future Prospects23:09 Defense and Regulatory Challenges in Space31:06 Practical Applications of Satellite Data33:16 Unexpected Wealth and Autistic Curiosity33:49 Beet Farming and Data Insights35:09 Philosophy in Business Strategy38:56 Empathy and Investor Relations43:00 Raising Capital: Strategies and Challenges44:56 The Sovereignty Game vs. Venture Game51:12 Concluding Thoughts and Contact Information52:57 The Treasure Hunt and AI DependenciesKey InsightsThe Shift from Cost-Plus to Cost-Minus in Government Contracting – Historically, aerospace and defense contracts operated under a cost-plus model, where companies were reimbursed for expenses with a guaranteed profit. Gabe explains how the shift toward cost-minus (firm-fixed pricing) is driving efficiency and competition in the industry, much like how SpaceX drastically reduced launch costs by offering services instead of relying on bloated government contracts.Satellite Imagery Has Become a Crucial Tool for Businesses – Beyond traditional defense and intelligence applications, high-resolution satellite imagery is now a critical asset for hedge funds, investors, and commercial enterprises. Gabe describes how firms use satellite data to analyze parking lots, monitor supply chains, and even track cryptocurrency mining activity based on power line sagging and cooling fan usage on data centers.Space Technology is More Business-Driven Than Space-Driven – While many assume space startups are driven by a passion for exploration, Umbra's success is rooted in strong business fundamentals. Gabe emphasizes that their focus is on unit economics, supply-demand balance, and creating a profitable company rather than simply innovating for the sake of technology.China's Growing Presence in Space and Regulatory Challenges – Gabe raises concerns about China's aggressive approach to space, noting that they often ignore international agreements and regulations. Meanwhile, American companies face significant bureaucratic hurdles, sometimes spending millions just to navigate licensing and compliance. He argues that unleashing American innovation by reducing regulatory friction is essential to maintaining leadership in the space industry.Profitability is the Ultimate Measure of Success – Unlike many venture-backed space startups that focus on hype, Umbra has prioritized profitability, making it one of the few successful Earth observation companies. Gabe contrasts this with competitors who raised massive sums, spent excessively, and ultimately failed because they weren't built on sustainable business models.Satellite Technology is Revolutionizing Disaster Response – One of the most impactful uses of Umbra's satellite imagery has been in wildfire response. By capturing images through smoke and clouds, their data was instrumental in mapping wildfires in Los Angeles. They even made this data freely available, helping emergency responders and news organizations better understand the crisis.Philosophy and Business Strategy Go Hand in Hand – Gabe highlights how strategic thinking and philosophical principles guide decision-making in business. Whether it's understanding investor motivations, handling conflicts with empathy, or ensuring a company can sustain itself for decades rather than chasing short-term wins, having a strong philosophical foundation is key to long-term success.

This week, Ian is joined by Portfolio Manager Chuck Fuller for a discussion on market declines and indicators to monitor.

This week, Ian and Joseph discuss sharp downside movement from high momentum names and indicators to watch moving forward.

In this episode of the BulkLoads Podcast, Evan Shelley from Truck Parking Club talks about his innovative solutions for truck parking, addressing challenges faced by truckers like the average 56-minute parking search and costs. Evan emphasizes the importance of efficient parking systems for owner-operators, highlighting how technology and real estate can enhance productivity and operational efficiency in trucking. Watch this episode on YouTube & Subscribe! https://youtu.be/C4byWaQ3sy8 2025 Bulk Freight Conference  Free Video Shoot From BulkLoads? https://links.bulkloads.com/widget/form/bfbbWKvA8xQZJKKYfc2Z   Evan Shelley & Truck Parking Club: https://www.linkedin.com/company/truckparkingclub-com/ https://www.facebook.com/profile.php?id=61565492051383 https://truckparkingclub.com/  https://www.linkedin.com/in/evan-k-shelley-%F0%9F%9A%9B%F0%9F%85%BF%EF%B8%8F%E2%99%A3%EF%B8%8F-a247ba126/ How can we pray for you? Email us: prayer@bulkloads.com Check out our companies!  BulkLoads - https://www.bulkloads.com/sign_up/create_account/?utm_source=youtube&utm_medium=audio&utm_campaign=podcast Insurance - https://www.bulkinsurancegroup.com/ Factoring - https://www.smartfreightfunding.com/  Transportation Management (TMS) - https://www.bulktms.com/ Permitting- https://www.bulkloads.com/tools/permitting/   Timestamp: 00:00 Truck Parking Shortage and Driver Impact 06:40 Truck Parking Solutions in Springfield 09:32 Truck Parking Real Estate Demand 12:24 Paid Parking Evolves at Truck Stops 16:59 Parking Costs Driven by Location 18:46 Drivers' Decisions Shaped by Economics 21:33 Trucking Expertise for Road Planning 26:55 Planning Ahead for Travel Efficiency 29:15 Flexible Pay-Per-Use Parking 32:12 "Bi-Weekly Podcasts with Videos"

This week, Ian and Miles discuss the weakening US Dollar alongside improvement from international equities and commodities.

This week, Miles and Joseph talk about buffered ETFs and the downside of capping your upside.

Chuck Penner founded Leftfield Commodity Research in 2010. The company provides market analysis and economic research focused on the crops that are important to farmers in Western Canada and the northern parts of the US. Penner shares about the global marketplace for peas, chickpeas and lentils. This episode was recorded on January 10th, 2025.“ One of the things that I've been telling Canadian farmers… is to forget about being the only show in town anymore. Now you have Australia producing more red lentils than Canada does. You have Russia, you have Kazakhstan, and you have the US production going up there as well too…So you need to think globally about not just demand, but the supplies as well.” - Chuck PennerPenner shares about drivers both on the supply side and the demand side that are impacting the trajectory of these global and domestic markets. Through his many newsletters and research projects he aims to keep producers informed about the current state of industries they need to know about. He shares the potential impact on the pulse crop market of different tariffs and what that could mean for producers“ In some ways geopolitics is a factor that's always there, but this year it's kind of amped up a lot and not just in Canadian-US trade, but Canada and India and Canada and China and those types of things where you have potential for those sudden moves.” - Chuck PennerThis Week on Growing Pulse Crops:Meet Chuck Penner founder of Leftfield Commodity Research where they provide market analysis and economic research focused on the crops in Western Canada and the northern parts of the USExplore the potential impact of tariffs on the pulse crop markets and what producers need to knowDiscover the growing global pulse crop markets and the impact that can have on North American pricesGrowing Pulse Crops is produced by Dr. Audrey Kalil and hosted by Tim Hammerich of the Future of Agriculture Podcast.

This week, Ian and Miles discuss price reactions from tariff headlines, capturing international equity momentum, and review some recent model updates.

Supply chains have had a tumultuous few years, beginning in 2020, when COVID-19 upended legacy global supply chains. More recently, the “TikTok-ification” of retail has companies like Shein and Temu creating new products constantly as consumer demands change at the same rapid pace. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This week, Ian Saunders and David Clark discuss the sharp movement across domestic equities this week and some surprising improvement in market breadth.

In this episode of the Lone Star Capital podcast, Craig McGrouther and I discuss the current state of the real estate market, focusing on supply and demand dynamics, regional trends, and investment strategies. We highlight insights from multifamily economist Jay Parsons, emphasizing the importance of absorption rates and the challenges faced in specific markets like Phoenix. Our discussion also covers economic factors influencing real estate, the value-add cycle, and introduces the Fund Manager Toolkit designed to assist capital raisers and fund managers in analyzing potential investments.Learn more about Lone Star Capital at www.lscre.com To apply to attend LSC Summit 2024: www.lscsummit.comGet a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/underwriting-modelFollow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/https://www.facebook.com/RobBeardsleyLSC/Read Rob's articles:https://www.lscre.com/blog

Today's show is the second in a mini-series on retail real estate. Yesterday we touched on the changing landscape of retail. On today's show we are going to look at the overall macro picture for retail real estate from a supply and demand perspective. We're going to highlight five markets across the US that are showing signs of tight supply.  On today's show we are looking at the findings from the most recent retail real estate report published by CBRE. --------------- Our firm is Y Street Capital where our mission is to "Build Communities That People Feel Compelled To Call Home". If you would like to learn more about what we do, register for our investor portal. We won't spam you with tons of emails. This will give you access to information about what we do. To register, visit https://ystreetcapital.invportal.com/login ---------------- **Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

This week, David and Miles discuss new all-time highs across domestic equity indices and behavioral tendencies around continuous improvement.

This week, Miles and Jamie discuss the rising US Dollar and changes to asset class relative strength.

Client retention has always been an issue in our industry – less than 20% of all consumers use the same broker or loan officer on a second home purchase, HELOC or refinance. But CoreLogic is giving mortgage professionals the tools they need to establish long-term relationships with their clients, helping them keep future business in-house. That's why users of their Marketing and Retention Solutions, delivered on the revolutionary Araya platform, say it's transformed the way they do business. Check it out for yourself, visit corelogic.com/chrisman today to learn more or schedule a free demo.

This week, Ian is joined by John Lewis, Senior Portfolio Manager and Head of Research at Nasdaq Dorsey Wright. The discussion includes insight from John on how to construct momentum strategies in addition to what areas of the market are in focus to start 2025.

Today's episode is brought to you by Gallus Insights, the go-to reporting and analytics platform for mortgage lenders and servicers. Gallus makes it easy to access real-time data, create custom reports, and uncover actionable insights—all with a user-friendly design. If you can use Google, you can use Gallus. Simplify your reporting, streamline your decisions, and drive profitability with Gallus Insights.

Josh Luber has spent his career in the hype economy, building StockX and Fanatics Collectibles. Now, he's using his experience to create a modern-day collectible through his toy company, ghostwrite.To learn more about ghostwrite, read the Shopify blog: https://www.shopify.com/blog/ghostwrite-building-hypeTo watch in-person interviews, subscribe to the Shopify Masters YouTube channel.

Jay Parsons dissects the complex dynamics of rent control policies and reveals why they may actually hurt the very people they aim to protect. From the supply-and-demand equation to strategies for creating affordable housing solutions, this conversation sheds light on the factors shaping today's rental market. If you're an investor, landlord, or simply curious about the rental housing market, this episode is packed with insights on navigating today's economic challenges.Chapters:00:00 - Introduction 01:03 - The Rent Control Debate: Economists' Perspectives 03:34 - Building More vs. Rent Control 11:13 - Affordable Housing in High-Cost Areas 17:35 - Foreclosures and Debt Distress in Multifamily Real Estate 28:08 - Risks in Tertiary Markets and Asset Quality 30:52 - Advice for LPs and Investors in Today's Market 35:31 - Build-to-Rent: Jay's Thoughts on This Growing Sector 45:02 - Supply Forecast: When Will More Deals Hit the Market?Follow Jay Parsons on LinkedIn for more thought-provoking data and analysis on the housing market. We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)