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Podcast: The Meb Faber Show - Better Investing
Episode: Ivy Zelman, Zelman & Associates – Here's Why This Housing Expert Says The Market is "Euphoric" and Urges Caution | #403
Description: Today’s guest today is Ivy Zelman, CEO and co-founder of Zelman & Associates, a leading housing research firm. She was recently named to Barron's 100 Most Influential Women in U.S. Finance and gained notoriety leading up to the Great Financial Crisis when she pounded the table the market was overheated, even asking Toll Brothers CEO Bob Toll “which kool-aid are you drinking” on a 2016 earnings call.In today’s episode, we start by going back to 2008 and hearing what led her to be one of the few housing bears. Then we get into the housing market today, which sh...