Housing inflation drove political discontent
The discussion framed the QE-induced housing inflation as a key source of political anger, disproportionately harming younger, non-homeowning voters and influencing electoral outcomes.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.
The story so far
REVIVED · 50 MENTIONS · 41 EPISODES · 22 SHOWS
24 JUL 2025 — 12 AUG 2026 · 6D AGO
21 SUPPORT · 3 CHALLENGE · 3 UPDATE · 2 REPEAT · 21 MENTIONED
- THE ACQUIRERS PODCAST
6 EPISODES BETWEEN · 7 MENTIONS
- THE INSIGHT BY OAKTREE CAPITAL
- THE RATIONAL REMINDER PODCAST
- GOLDMAN SACHS EXCHANGES
- MACRO MUSINGS WITH DAVID BECKWORTH · 2 MENTIONS
- GOLDMAN SACHS EXCHANGES
- ART OF INVESTING
- MACRO MUSINGS WITH DAVID BECKWORTH · 2 MENTIONS
- Housing's dual role as asset and consumption good
- Housing inflation drove political discontent · THIS IDEA
27 EPISODES BETWEEN · 30 MENTIONS
- BARRON'S STREETWISE
- THE KNOWLEDGE PROJECT
- CAPITAL ALLOCATORS
- ANIMAL SPIRITS
- AFFORD ANYTHING
- THE JULIA LA ROCHE SHOW
- WHAT BITCOIN DID
- GOLDMAN SACHS EXCHANGES
- THE COMPOUND AND FRIENDS
- THE JULIA LA ROCHE SHOW
- MONETARY MATTERS WITH JACK FARLEY
- THE RATIONAL REMINDER PODCAST
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE POMP PODCAST
- THE JULIA LA ROCHE SHOW
- ART OF INVESTING
- ANIMAL SPIRITS
- THE ACQUIRERS PODCAST
- THE JULIA LA ROCHE SHOW
- MASTERS IN BUSINESS
- THE COMPOUND AND FRIENDS
- ANIMAL SPIRITS
- BANKLESS
- THE REAL ESTATE GUYS RADIO SHOW · 4 MENTIONS
- THE JULIA LA ROCHE SHOW
- ART OF INVESTING
- ANIMAL SPIRITS
- MONETARY MATTERS WITH JACK FARLEY
- FORWARD GUIDANCE
- THOUGHTFUL MONEY
- WEALTHION - BE FINANCIALLY RESILIENT · 5 MENTIONS
- AFFORD ANYTHING
- ANIMAL SPIRITS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD