AMA 213 - The Future Impact of the Fed Starting to Tighten with Andrew Zatlin
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In the first part of Jason Hartman\'s interview with Moneyball economist Andrew Zatlin, the two of them take a deep look at what\'s going on in the housing market through the lens that Andrew uses. He looks at hiring patterns of home builders, and has seen a distinct problem in their search for labor. So many industries are hunting for labor that it\'s creating a bottleneck.
The two also look at short-term rentals, hotel vacancies, the Fed\'s monetary policy, and what\'s creating the demand for housing.
Key Takeaways:
[1:16] Andrew likes to check in with companies about what they\'re doing in regards to hiring
[3:45] Home builders can\'t hire enough people right now. The bottleneck is labor because there\'s a LOT of competition for it
[6:42] One question we need to ask is: what\'s creating all this demand for housing?
[10:47] The environment today makes it more attractive to buy rather than rent
[16:37] Do short-term rental providers need to worry about oversupply?
[18:56] Hotel vacancy rates tipped into the negatives this past year because of short-term rentals exploding in popularity
[21:36] Demand will create supply, but sometimes supply can create demand
[25:27] The Fed is on a trajectory of tightening
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