A Necessary Recession? // China's Growth Falling Behind // WFH Drove Home Price Surge - 9/27 (Hour 1)
(1:00) - The show opens with a discussion about current markets, and how an unwanted recession may be necessary in order to effectively combat inflation.
(11:14) - Covering durable goods orders for August, which decreased by 0.2% for the month as they continue to fall.
(25:29) - Talking about China, whose growth has fallen behind the rest of Asia for the first time since 1990.
(33:09) - A conversation about remote work and how it drove 60% of the home price surge during the pandemic.