#155 Meredith Whitney On The 'Bifurcated' Economy And Consumer, Why It Will 'Pay To Be Patient' For Young Homebuyers, And The Coming 'Silver Tsunami'

The Julia La Roche Show

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3M ago 34:07

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Meredith Whitney, CEO of Meredith Whitney Advisory Group, discusses the state of the US economy and the consumer.

Last year, she did not expect a recession because of the strong consumer. Today, she describes the economy as “bifurcated” because higher-earning households are driving consumer spending.

Whitney also explores the housing market and predicts a supply glut that will lead to a decline in home prices, making it more affordable for younger generations. She delves into the demographic changes and challenges posed by an aging population, particularly in terms of long-term care and housing.

Whitney also addresses the fiscal position of states and the nation, emphasizing the need for a balanced budget and the potential risks of relying on foreign buyers for debt.

Links:

https://meredithwhitneyllc.com/

Timestamps:

0:00 Introduction

01:05 Macro view, bifurcated consumer

04:19 Sentiment

05:58 Housing market and homeownership

09:21 Timeline for home prices

10:38 Demographic changes and solutions

12:31 Demographic trends and aging Americans

20:31 National debt and foreign buyers

22:46 Possibility of a balanced budget

23:44 Fear and impact of research calls

32:11 Meredith Whitney Advisory Group

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