Home Prices Jumped 19% Last Year. The Outlook for Buyers and Builders

Barron's Streetwise

Barron's

Business

4.7 • 1.6K Ratings

🗓️ 2 March 2022

⏱️ 10 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jack launches a midweek edition with a look at a double-upgrade for two homebuilder stocks, plus tailwinds for home improvement chains. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Brought to you by SuperMicro, your AI and Green Computing Partner.
0:08.0	Welcome to the Baron Streetwise Podcast, I'm Jack Howe.
0:12.0	US House prices soared 19% last year and that's not normal.
0:18.0	It's the fastest run up in more than 70 years.
0:22.0	Is it a bubble or a buying opportunity in shares of home builders or both?
0:27.0	And what does it mean for home improvement chains? Like home depot and lows? That's next.
0:37.0	Listening in is our audio producer Jackson. Hi Jackson.
0:41.0	Hi Jack.
0:42.0	Obviously our thoughts are with the people of Ukraine at this moment.
0:45.0	We discussed the Russian invasion and the impact on investors in our last episode.
0:50.0	And there will be more to say. But we focus here on US housing.
0:54.0	And we're experimenting with something different.
0:57.0	Adding a short midweek episode to the podcast.
1:01.0	Just a few thoughts on an evolving trend or investable idea.
1:05.0	Jackson, did we decide to brand this the Baron Streetwise quickie?
1:10.0	We did take a vote.
1:12.0	Yes.
1:13.0	And you were the only yes.
1:15.0	I got you. So it's more of a working title for now.
1:18.0	Time to get this quickie started.
1:20.0	I'm not sure that's the best.
1:22.0	There's a house price benchmark that used to be called the K-Shiller index name for a pair of economists.
	...

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