On The Market
Stay informed so you can invest with confidence. Join Dave Meyer, James Dainard, Kathy Fettke and Henry Washington for analysis of the news and economics driving today’s real estate market.
Episodes
October 27, 2026 • 42 mins
This economy is…confusing. Inflation is still high, AI is disrupting the labor market, and consumer sentiment is nearing a 70-year floor. Meanwhile, the stock market keeps climbing, and unemployment remains around historic lows. So, what’s really happening? Are we in the clear, or is something big about to break?
J Scott is back to share his thoughts on the state of the economy and the warning signs investors ...
Listen
Watch
Mark as Played
October 22, 2026 • 37 mins
The affordability crisis isn’t improving. Gas is above $4 per gallon, inflation just hit 3.7%, and paychecks aren’t keeping pace. This is a tough spot for the American economy, but why does it feel like we’re getting hit on all sides of the affordability spectrum? Today, I’m breaking down the American household’s affordability crisis, and whether it’s a modern spending problem or something much, ...
Listen
Watch
Mark as Played
October 20, 2026 • 39 mins
Commercial real estate prices have fallen 20%-50% from their peaks just a few years ago—but the slide may not be over yet. A “second wave” of the commercial real estate crash is on the horizon now that interest rates are back around 7.5%, and struggling multifamily, office, and commercial investors who thought a long-term refinance would save them are now in a stickier spot.
So…how much lower can commerc...
Listen
Watch
Mark as Played
October 15, 2026 • 37 mins
The housing market isn’t going back to “normal” anytime soon. In fact, it could take significantly longer than many of us thought. Rates are around 7.5%, median home prices hover near $400,000, but your salary is not keeping pace. Something needs to change: is it rates, prices, incomes, or a combination of all three?
I did the math and have an answer for how long it will actually take for the housing market to ...
Listen
Watch
Mark as Played
October 13, 2026 • 25 mins
A Fed official says what we’re all thinking: home prices must drop—and sellers seem to have gotten the message. Per a recent Redfin report, 44.7% of home sales included seller concessions such as price cuts, rate buydowns, covering closing costs, or even renovations, repairs, and expensive layout changes. So, if you’re a buyer, how do you get the most from your seller on the next deal?
We’re back with thi...
Listen
Watch
Mark as Played
October 8, 2026 • 36 mins
America could enter what nobody wants—a “lost decade.”
No huge gains, no massive price drops, just a slow, stagnating market where inflation eats away at the returns we once thought were normal. Stocks are already massively overpriced according to the CAPE Ratio and the Buffett Indicator, real estate is unaffordable and already seeing real price declines, and commercial has fallen off the proverbial cliff. Can ...
Listen
Watch
Mark as Played
October 6, 2026 • 44 mins
For years, we’ve been told that the United States is short millions of homes, and that building more units is the key to solving the affordable housing crisis. But a 2024 study from Kirk McClure and Alex Schwartz reaches a different conclusion and suggests that the housing shortage narrative may be built on a shakier foundation than we’ve been led to believe.
Kirk, professor emeritus at the University of Kansas...
Listen
Watch
Mark as Played
October 1, 2026 • 36 mins
AI could lead to an extinction event, but don’t worry, the stock market will be hitting all-time highs on the way there!
We’re entering a new phase of the artificial intelligence race where now CEOs from OpenAI and Anthropic are practically begging for industry-wide regulation. This all seems too… convenient. What’s really behind this new AI regulation push, and how close are we to a society-shaking eve...
Listen
Watch
Mark as Played
September 29, 2026 • 27 mins
8% mortgage rates are now on the table, and unfortunately, that’s not even the high end of estimates for where we’re going next. With bond yields hitting 20-year peaks and no end in sight for rising inflation, we may be stuck here for a while. If you’re starting to sweat, don’t worry—we are, too. Thankfully, it’s not all bad news for the housing market, because those who pivot will profit.
Aft...
Listen
Watch
Mark as Played
September 24, 2026 • 35 mins
The housing market correction is about to get worse. Before, the Northeast and Midwest markets were insulated from the sizable price drops happening in places like Texas and Florida, but not anymore. The correction is spreading, and the once “safe” markets are creeping closer and closer to price cuts, concessions, and desperate sellers becoming the norm.
The question is: does this snowball into a full-blown housing c...
Listen
Watch
Mark as Played
September 22, 2026 • 31 mins
The Federal Reserve hiked rates last week, but did it actually help the housing market? Our panel of real estate investing experts isn’t all that bummed by potentially higher rates and less housing market activity—why? Because new opportunities are forming thanks to the Fed’s recent rate hike—opportunities that could make deals even better to buy in 2026 and into 2027.
We’re back discussing the bigg...
Listen
Watch
Mark as Played
September 17, 2026 • 31 mins
The U.S. government may have just lost the war on mortgage rates.
Last week, the U.S. Treasury announced one of its biggest bond buyback programs in years—a whopping $6 billion allocated to (hopefully) lower bond yields, and by proxy, interest rates. Not only did it backfire, but it may have angered the bond investors so much that the market’s recovery is now in jeopardy. Do we still have any hope of lowering b...
Listen
Watch
Mark as Played
September 15, 2026 • 30 mins
The rules of real estate investing have changed.
For years, investors were using the one-percent rule to quickly determine if a real estate deal would cash flow. But the one-percent rule, rent-to-price ratio, and other common rules of thumb have a glaring blind spot. They account for purchase price, but they don’t account for expenses.
Meanwhile, mortgage rates, taxes, and insurance have all risen across the board&mdash...
Listen
Watch
Mark as Played
September 10, 2026 • 37 mins
Are the price cuts deeper than you think? Do buyers have even more power than we’ve been led to believe?
National housing data tells us one thing, but local-level expertise can paint a completely different picture. While national data points to marginal price cuts, brokers in major markets are seeing significantly more volatile numbers. We wanted to know what’s actually happening in big markets like Austin, Atl...
Listen
Watch
Mark as Played
September 8, 2026 • 27 mins
The housing market is sending mixed signals—or so it seems. Foreclosures are rising, yet many investors are pulling back. Cash buyers are retreating, competition is cooling in many markets, and affordability challenges appear to be catching up with investors. Are these signs of another 2008-like collapse, or is there context behind the numbers?
This week’s headlines largely point to waning investor activity. In...
Listen
Watch
Mark as Played
September 3, 2026 • 27 mins
AI is bringing 6,000 jobs to a small Texan town, and home prices are seeing a sizable jump…but what happens once the job is done? Is this just a mini housing bubble waiting to happen, or is buying near an AI boomtown actually worth the risk? These scenarios may begin popping up more and more—what happens when it’s in your neck of the woods?
We’re back with more headlines on what’s affecting the hou...
Listen
Watch
Mark as Played
September 1, 2026 • 49 mins
Today’s guest is buying a perfect BRRRR tomorrow. Even with today’s interest rates, even in this housing market, Zach Kepes is still making serious money with the strategy everyone has assumed is dead—the BRRRR method. He’ll walk away with tens of thousands in equity, get a trophy rental property that will bring in rent for decades, and add to his already impressive 300+ single-family home portfolio.
He&r...
Listen
Watch
Mark as Played
August 27, 2026 • 43 mins
You invested in a real estate syndication, fund, or partnership. Now, the operator is coming to you asking for more cash. Whether expenses went up, income went down, mortgage rates had to be refinanced, or a combination of all three, you’re on the line—do you put more cash into the deal with hopes it saves your principal, or do you walk away, take a loss, and try again? This is what we do when the capital calls come our...
Listen
Watch
Mark as Played
August 25, 2026 • 34 mins
Builders are struggling to survive, let alone sell homes, in 2026. Prices aren’t keeping pace, home sales are falling, and nobody can find the labor to build the houses in the first place. With concessions rising, buyers who stayed in the market are getting great deals. With the potential to boomerang back to regional undersupplied housing markets, the deals may very well be worth it.
It’s a new week, with new ...
Listen
Watch
Mark as Played
August 20, 2026 • 33 mins
JPMorgan Chase, America’s largest bank, just made a big bet on housing—a $750B bet to be exact. At a time when most people hope home prices will fall, JPMorgan is gearing up to lend and invest in a huge way. Could this be a sign that those who buy now will be thanking themselves in the years to come? We’re getting into the details in today’s show.
It’s another housing market update! First, we’...
Listen
Watch
Mark as Played
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Listen to 'The Bobby Bones Show' by downloading the daily full replay.
The official podcast of comedian Joe Rogan.
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.