Supplement 08 Oct 23 - Real Data Revisted

08/10/2023 17 min Temporada 2 Episodio 21
Supplement 08 Oct 23 - Real Data Revisted

Listen "Supplement 08 Oct 23 - Real Data Revisted"

Episode Synopsis

This week - the macro includes Liz the Lettuce alongside some less bearish figures for the markets than the weak summer.   I also go back to a piece of primary research I did in July this year regarding real house prices, multiples and earnings - and rents. The conclusions are very surprising!