Zortix matched this thesis to Homebuilders & housing ETFs as one way for retail investors to get exposure. Not a recommendation.
Housing as a coiled spring microcycle
The thesis presented was that the US housing market is a 'coiled spring' due to a transaction freeze from rate lock-in, creating a cyclical microcycle investment opportunity, particularly in building products.
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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
9 EPISODES BETWEEN · 11 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
- BARRON'S STREETWISE
- THE KNOWLEDGE PROJECT
- CAPITAL ALLOCATORS
- Housing as a coiled spring microcycle · THIS IDEA
24 EPISODES BETWEEN · 27 MENTIONS
- 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