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cover of episode Everything Is a Circle

Everything Is a Circle

2025/6/25
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Motley Fool Money
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A
Asit Sharma
金融分析师，专注于市场趋势和公司表现分析。
M
Mary Long
主持金融播客，讨论伯克希尔哈撒韦、TGI Fridays 和 Uber 等公司的最新动态。
Topics
Mary Long：当前房地产市场正在从疫情期间的高点回落，最新的S&P Case Index报告显示，4月份房价仅上涨2.7%，低于3月份的3.4%。Redfin的数据显示，目前市场上卖方数量是买方的三倍，并预测到2025年末房价可能会下滑1%。 Asit Sharma：我认为房地产行业本质上是一个供需关系的故事。2008年金融危机颠覆了房价只涨不跌的观念。现在，经济放缓，不确定性增加，关税问题突出，利率居高不下，人们收入减少，导致卖方多于买方。许多人的大量资产都与房产相关，但现在有能力和意愿购房的人却不多，所以市场会变成买方市场。我认为房价到今年年底可能会开始下跌。历史上房价下跌的情况并不常见，但我们可能再次面临这种情况，需要密切关注。

Deep Dive

Chapters
Analyzing the slowdown in the housing market, considering factors like supply, demand, economic uncertainty, and interest rates. Experts predict potential price drops.
  • Home prices rose only 2.7% in April, down from 3.4% in March.
  • Sellers outnumber buyers 3 to 1, indicating a shift towards a buyer's market.
  • Economic slowdown, uncertainty, high interest rates, and reduced earnings contribute to the market's decline.
  • Historically unusual for house prices to fall, but a potential price slip by late 2025 is predicted.

Shownotes Transcript

A stablecoin stock isn’t so stable; an accessible watch brand looks to lean into luxury.

(00:21) Asit Sharma and Mary Long discuss:

  • The housing market slowdown, and where prices go from here.

  • How Carnival rides the waves of uncertainty.

  • Circle’s meteoric rise.

  • Diworsification at a watch company.

The Wall Street Journal story discussed at the end of the show can be found here: https://www.wsj.com/business/american-investor-steven-wood-swatch-hayek-founding-family-7e17f6c6)

Companies discussed: CCL, CRCL, COIN, SWGAY

Host: Mary Long

Guest: Asit Sharma

Producer: Ricky Mulvey

Engineer: Dan Boyd

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