Macro Voices Podcast

Josh Steiner: Canadian and American Real Estate Markets are Polar Opposites

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Macro Voices Podcast

male silhouette.Erik Townsend and Patrick Ceresna welcome Josh Steiner to MacroVoices. Erik and Josh discuss:

  • Update on U.S. Housing
  • Residential Construction % of GDP
  • U.S. home affordability remains favorable
  • Rate Shock Redux
  • Lagged effects of rising rates
  • Canadian real estate 
  • Swelling mortgage debt in Canada
  • Deterring foreign ownership
  • Deteriorating household finances 
  • Exposure for the Canadian banks 

SPECIAL POST GAME GUEST- Pete Wargent: Update on Australian Housing Marketmale silhouette

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Josh Steiner

Josh has two decades of experience following sectors including specialty finance, general financial services, and satellite communications. Prior to Hedgeye Risk Management, Josh was an integral part of the number-one ranked Institutional Investor and Greenwich Survey Mortgage, and specialty finance team at Lehman Brothers before moving to the buy-side at Amaranth Group and Millennium Partners. He began his financial career at CE Unterberg, Towbin covering the satellite communications sector.

Josh is a CFA charterholder and holds a bachelor’s degree in economics from the University of Rochester.

Pete Wargent

Pete Wargent is one of Australia’s most highly respected housing market analysts.

As the co-founder of an active buyer’s agency with offices in Sydney, Brisbane, and London, combined with his unparalleled ability to deliver powerful data-driven analysis, he is uniquely positioned to anticipate market shifts and insights ahead of mainstream reporting. 

Pete was formerly a Director at the Big 4 accounting firm Deloitte.

 


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