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US housing market

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Nov 28, 2022 by Charles Van Vleet · across every show →

Everything said about US housing market, oldest first

Nov 28, 2022 bullish
Assertion Partly supported
Van Vleet: US household formation outpaces housing production by 150,000 units annually
“The household formation running at a million units a year, we're only making 850,000 a year. So the shortage is there for a while.”
Charles Van Vleet Nov 28, 2022 ▶ 33:21 Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
Feb 2, 2026 neutral
Assertion Not checkable as stated
Lewinsohn: Non-discretionary moves drive 3 million of 4 million annual home sales
“We think that the non-discretionary moves are about three million of the four million. Which means we only have a million homes per year where people are saying, hey, I got a better job in Cincinnati. I'm taking it.”
Jonathan Lewinsohn Feb 2, 2026 ▶ 33:44 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
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