Economic Trendspotting with Bloomberg’s Conor Sen

Top of Mind

In this episode of the Top of Mind podcast, Mike Simonsen sits down with Bloomberg’s Conor Sen to talk about the big economic trends shaping the housing market. Conor shares his views on what to expect with interest rates, pinpoints key areas for strength in the economy, and looks at demographic shifts that will impact the housing market in the coming years. He also offers his take on how the election could affect the economy and what to watch for.

About Conor Sen

Conor Sen is a Bloomberg Opinion columnist who writes about financial markets, the economy, housing, cities, and demographics. He’s also the founder of Peachtree Creek Investments and has more than a decade of experience in portfolio management and risk management.

Here’s a glimpse of what you’ll learn:

• What to expect for interest rates this year and why
• The key areas for strength in the economy and what that means for 2024
• What a shifting labor market means for real estate
• Recession risks and how to anticipate it
• Whether the “Vibecession” is over and we’re now in “Vibespansion”
• Why there is still room for supply chain improvements to help the economy
• How shifting millennial demographics will impact housing over the next 5 years
• When Boomers will finally sell their homes
• Why higher migration is a big theme right now, and what that means for housing and the economy
• Why home builders can finally “play offense” for the first time since 2005
• Election year impacts we should watch for

Resources mentioned in this episode:

• Connect with Conor on LinkedIn
• Bloomberg
• Mike Simonsen on LinkedIn
• Altos Research

Featuring Mike Simonsen, President of Altos Research

A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. The company now serves the largest Wall Street investment firms, banks, and tens of thousands of real estate professionals around the country. Mike's insights on the market have been featured in Forbes, New York Times, Bloomberg, Dallas Morning News, Seattle PI, and many other national media outlets.

Follow us on Twitter for more data analysis and insights:

• Altos on Twitter
• Mike on Twitter

About Altos Research

The Top of Mind Podcast is produced by Altos Research.

Each week, Altos tracks every home for sale in the country - all the pricing, and all the changes in pricing - and synthesizes those analytics to make them available before becoming visible through traditional channels.

Schedule a demo to see Altos in action. You can also get a copy of our free eBook: How To Use Market Data to Build Your Real Estate Business.