0:10 - Markets are giving back most of yesterday's gains during this rough month of September. What's causing this recent volatile stretch?
10:52 - Mike Simonsen of Altos Research joined the show to provide the latest data on the country's housing inventory, and also gives insight as to what to expect in future months.
22:10 - A look at the wild property situation in China and Evergrande's recent turmoil.
33:44 - Stack Roulette