'The Big Short' Investor Steve Eisman on the Housing Market, Becoming a Zillow Bull and Big Short Predictions

12/22/20 • 28 min

Learn more:
Michael Lewis' 'The Big Short'
The Big Short (movie)
Steve's Zillow Short Prediction on CNBC

Featured Stimulus:
Project Parachute (https://www.enterprisecommunity.org/)
Project Parachute on the Real Deal

1:21 - 2008 Financial Crisis vs. Pandemic: How is it impacting real estate values differently?
4:16 - Cyclical or Permanent: Transfer of wealth from Commercial to Residential Real Estate
5:38 - Is Washington making the same mistake as ’08?
8:24 - How will home-builders like Lennar perform in a post-vaccine world?
9:30 - Stimulus: Project Parachute, protecting vulnerable NYC renters from eviction
11:01 - Are single-family home rentals here to stay as an investment class?
13:42 - From bear to bull: A Zillow story
16:02 - Steve's Big Short predictions for 2021
17:27 - Is Anti-trust regulation coming for Facebook, Google & Big Tech?
20:21 - Commercial Real Estate REIT's long-term issues
26:06 - Discomfort Zone: Sub-prime mortgage and auto lenders unchecked consumer fraud in ’02

Tangent on LinkedIn
Tangent on Twitter

Learn more:
Michael Lewis' 'The Big Short'
The Big Short (movie)
Steve's Zillow Short Prediction on CNBC

Featured Stimulus:
Project Parachute (https://www.enterprisecommunity.org/)
Project Parachute on the Real Deal

Previous Episode

How Buildings Shape Our Behavior, Health & Happiness, with Award-Winning Science Journalist Emily Anthes

Tangent on LinkedIn
Tangent on Twitter

Learn more:
'The Great Indoors' on Amazon
Emily Anthes Official Site
WELL Building Certification

Featured stimulus:
Project Parachute (https://www.enterprisecommunity.org/)
Project Parachute on the Real Deal

1:48 - We are an indoor species after all
4:03 - Rethinking how to use our buildings
5:38 - Remote Work: Lessons & predictions for the Real Estate Industry
9:06 - Data-driven decisions to improve productivity & office space usage
15:40 - WELL Certification: Advancing health and wellbeing in the office
22:17 - Stimulus: Project Parachute, helping vulnerable renters
23:50 - Implementing active design to create healthier spaces in cities
30:55 - How can cities beat Global Warming: Resilient buildings & Amphibious architecture
34:02 - Improving cooperation between Real Estate & climate scientists
35:53 - Discomfort Zone: Evidence-based design requires political and social reform
38:07 - Emily's advise to a 20-year old starting their career in Science Journalism

Next Episode

How Can We Collect User Data Ethically, Homeowner & Consumer Data Analysis Modeling, with Knoq CEO Kendall Tucker

Learn more:
Knoq

Featured Stimulus:
Association For Neighborhood & Housing Development
Kendall Tucker is the Founder & CEO of Knoq, a technology company that recruits, trains and guides neighborhood sales representatives at scale. Knoq creates stronger, more personalized conversations between reps and their neighbors by using customer modeling to predict the appropriate home product fit for each household. Kendall shares how her company has evolved since it's initial focus on political canvassing, amassing and analyzing a database of 270M Americans, and the strategic shift post-pandemic toward data platform sales.