Beyond The Ticker

Beyond The Ticker
Podcast Description
Beyond the Ticker is your go-to podcast for deep dives into investing, markets, and the forces shaping finance. Each week we bring you candid conversations with industry leaders, trailblazers, and seasoned Wharton alumni and professors who’ve mastered the complexities of investing.
Get ready for thought-provoking discussions and expert perspectives—because finance isn’t just about numbers; it’s about the people and ideas driving them.
Podcast Insights
Content Themes
The podcast covers a range of themes including value investing, market dynamics, and the role of technology in finance. For instance, episodes have discussed the concepts of earnings power value and market implied value, while also addressing the significance of mental models and the growing influence of AI on investment strategies. Specific episodes feature topics such as the transition from tech investing to value investing and active versus passive management, catering to both seasoned and new investors.

Beyond the Ticker is your go-to podcast for deep dives into investing, markets, and the forces shaping finance. Each week we bring you candid conversations with industry leaders, trailblazers, and seasoned Wharton alumni and professors who’ve mastered the complexities of investing.
Get ready for thought-provoking discussions and expert perspectives—because finance isn’t just about numbers; it’s about the people and ideas driving them.

In this conversation, David Brickman, former CEO of Freddie Mac, discusses the complexities of the housing crisis, focusing on the roles of government-sponsored enterprises (GSEs) and the impact of policy on housing affordability. He explains the hybrid nature of GSEs, their evolution since the financial crisis, and the ongoing debate about their privatization. Brickman also addresses the implications of tariffs on construction costs and presents various policy proposals aimed at increasing housing supply and affordability.
Key Takeaways
- The housing crisis encompasses more than just affordability.
- GSEs play a crucial role in providing liquidity and stability to the housing market.
- Government involvement is necessary to ensure affordable housing.
- The GSE model has evolved but still operates under government control.
- Market share pursuit led to vulnerabilities in the housing system.
- Privatization of GSEs raises concerns about public risk and private gain.
- Tariffs on construction materials could worsen housing supply issues.
- Addressing housing affordability requires a multifaceted approach.
- State and local reforms are essential for increasing housing supply.
- Innovations like the K Deal program help manage credit risk in multifamily financing.
Link to David's Policy Proposal – https://www.urban.org/sites/default/files/2023-08/Addressing%20Rental%20Affordability%20by%20Increasing%20Multifamily%20Housing%20Supply.pdf
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