Zortix matched this thesis to Real estate ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
New York real estate as a lifestyle, not investment
The guest argued that for most wealthy buyers, New York City real estate is purchased for lifestyle, schooling, or as a consumption item, not as a primary wealth-building investment.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.