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Which podcasts are discussing DHI?
7 ATTRIBUTED IDEAS · 7 EPISODES · 5 SHOWS
The shows
CNBC Fast Money
Marketplace
The Best Ever CRE Show
The Business Brew
The Compound and Friends
Where the discussion went deepest
24 MAR24 MARTHE COMPOUND AND FRIENDS · 20:00
Housing market frozen, a major economic drag
“The thesis presented was that the frozen housing market, with high mortgage rates and a historic imbalance of sellers to buyers, is a critical drag on the broader economy and consumer sentiment.”
Economic Data Deteriorates, Private Credit Struggles, Retail Traders Give Up
Core thesis · 5/5Verify in source →
16 JUL16 JULCNBC FAST MONEY · 01:10
Homebuilder stocks face severe housing affordability headwinds
“The bear case argued for homebuilders: sticky mortgage rates, worst affordability in 25 years, and aggressive price discounting threaten margins despite recent stock resilience.”
Netflix Earnings Results… And What’s Next for the Energy Trade 7/16/26 · with United Health
In depth · 4/5Verify in source →
19 AUG19 AUG 2025THE BUSINESS BREW · 18:30
Homebuilder basket on land-light transformation
“The case made was that major homebuilders like Pulte, D.R. Horton, and Lennar are undervalued as they transform to a land-light, option-based model, improving returns and moving toward the premium valuation multiple enjoyed by NVR.”
Ryan Dobratz - Fannie, Freddie & The Future
In depth · 4/5Verify in source →
1 JUN1 JUNCNBC FAST MONEY · 07:30
Housing sector faces persistent headwinds despite deal
“The desk argued the broader housing sector remains under pressure due to high mortgage rates, weak consumer sentiment, and affordability issues, limiting near-term upside.”
Berkshire’s Signals A Housing Market Bottom… And A Market Rally Expiration 6/1/26
Substantive discussion · 3/5Verify in source →
27 APR27 APRMARKETPLACE · 18:00
Housing supply shortage props up prices
“The thesis presented: despite tepid demand, home prices are being propped up by a severe shortage of supply, as homeowners with substantial equity have no pressure to sell and new construction remains insufficient.”
Home prices won't stop rising
Substantive discussion · 3/5Verify in source →
14 AUGYESTERDAYCNBC FAST MONEY · 12:10
Home builders' valuation relative to end-market
“A relative observation made: Toll Brothers, focused on higher-end buyers driven by wealth effect, trades at a cheaper forward multiple than D.R. Horton and Lennar, which the speaker found interesting.”
Key week for retail on deck... And the next test for housing stocks 8/14/26
Notable comment · 2/5Verify in source →
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