Robert Croak

speaker

6,227 appearances 37 recordings 1 series first heard Jun 2026 last heard yesterday

Robert Croak’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 — 37 in all, peaking in Aug 2026 with 13.

Appearances

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Rich Habits Podcast · AI Safety Fears, Fed Rate Hikes, & Airbnb's $250M Housing Fund · 18 Sep 2026 podcast

And I spent a year in red tape and couldn't get it pushed through. podcast-host

And that really speaks volumes. podcast-host

There needs to be more government intervention to get this done. podcast-host

And that starts at the base level of understanding. podcast-host

What is needed and how to fix the problem. podcast-host

So let's talk about this $250 million program. podcast-host

I don't think it's going to move Airbnb's earnings in any material way. podcast-host

It's a political and reputational hedge, but not a growth driver. podcast-host

But it does something else that's definitely worth watching. podcast-host

It takes the regulatory ammunition away from city councils, weighing short-term rental restrictions. podcast-host

Which is a real tail risk for a stock trading at a premium multiple that assumes those restrictions stay limited. podcast-host

And the bigger takeaway from me, Austin, is the same rising rates that just cut Lenar's profits in half are also the reason affordable housing deals are falling apart in cities all across America. podcast-host

And it took the company most often blame for the housing crisis to point out that the real culprit driving podcast-host

Today's gap isn't Airbnb listings, it's the cost of capital itself. podcast-host

Yeah, but the big takeaway too, and I love that point, is the fact that a lot of people never really consider, unless they're really trained professionals, the carry cost of capital when you have these delays because of the municipalities. podcast-host

So you think about it, you raise two million dollars, five million dollars for a project, then you have a year's worth of delays between permitting and zoning and getting up and running. podcast-host

And meanwhile, the clock is running on that RO. podcast-host

Of the capital that you borrowed from investors. podcast-host

And it just makes it really difficult to pencil for anything in real estate because of that. podcast-host

I love these radar points today because when you think of OpenAI, you know, I just feel they're pushing back the IPO because they've got to, you know, open the curtains to all their earnings and their books and everything to be able to achieve that IPO. podcast-host

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