James Thompson

speaker

5,677 appearances 18 recordings 2 series first heard Apr 2026 last heard 4d ago

James Thompson’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 18 in all, peaking in Jul 2026 with 5.

Appearances

newest first · ▶ plays the moment

Chanticleer · Housing recession’s long shadow, Apple iPhone flip out & Trump’s insane cash splash · 11 Sep 2026 podcast

Yeah. voice-verified

I know, Anthony, I could be accused by some uh of rambling on about bond rates and bond yields. voice-verified

But there is a there's a real connection between what's happening in the bond market, which is what you know, it's telling us that the cost of capital's going up, and what's happening in the housing market. voice-verified

There's this story that we're hearing that, oh, don't worry about the housing market, there's an undersupply of housing, right? voice-verified

It'll all work itself out. voice-verified

That's true, but it's not the supply of housing. voice-verified

or the undersupply of housing that matters, it's the supply of credit. voice-verified

And the cost of that credit. voice-verified

If people can't borrow at an affordable rate, it doesn't matter if there's an undersupplied housing. voice-verified

They're not gonna come in and start buying houses. voice-verified

So what's happening in the bond market pushing borrowing costs up, that matters for what's happening in the housing market. voice-verified

I mean, I don't know. voice-verified

Ma maybe the normal cycle reasserts itself, but th there's a few things that are just different this time. voice-verified

The tax changes is one and the cost of borrowing is the other. voice-verified

And I I think this is gonna be a a a different looking cycle than the one that we've been used to for twenty years, where house prices just go up. voice-verified

Not exactly a rosy outlook, is it, James? voice-verified

No, but I think it's an honest one, Anthony. voice-verified

I mean, that's what I liked about this session that you you did a great job with these guys. voice-verified

And Schwartz isn't silly, he's been around the block plenty of times. voice-verified

And he's right. voice-verified

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