Miller Samuel Real Estate Appraisers & Consultants » Podcasts

[Subscribe to The Housing Helix Podcast for free on iTunes] _______________________________ Here's part 2 of my conversation with Barry Ritholtz. If you missed it, listen to part 1 first. Don't forget to check out Barry's Big Picture Conference on October 10th. With the terrific speaker list it promises to be a great event. Here is the 2nd part of a 2 part conversation (listen to part 1 here): [iframe http://www.millersamuel.com/embed/embed-generate.php?media=http://www.millersamuel.com/files/2012/09/2012.09.21-THHP-Barry-Ritholtz-Part-2.m4a&entry-url=http://www.millersamuel.com/blog/thhp-barry-ritholtz-part-2/26381 320 175]

[Subscribe to The Housing Helix Podcast for free on iTunes] _______________________________ I got to sit down with my friend Barry Ritholtz and talk about the economy, QE3, housing, trickle down technology (iPhone 5) and cognitive dissonance. Barry is the CEO and Director of Equity Research at Fusion IQ, an online quantitative research firm. He is the author of Bailout Nation, a columnist at the Washington Post and a prolific generator of high quality economic insights (and other topics) on his heavily trafficked blog, The Big Picture. Barry is hosting the Big Picture Conference on October 10th. With the terrific speaker list it promises to be a great event. Here is the 1st part of a 2 part conversion (part 2 can be found here): [iframe http://www.millersamuel.com/embed/embed-generate.php?media=http://www.millersamuel.com/files/2012/09/2012.09.21-THHP-Barry-Ritholtz-Part-1.m4a&entry-url=http://www.millersamuel.com/blog/thhp-barry-ritholtz-part-1/26364 320 400]

PART I OF II I've been on a 6 month hiatus from podcasting after 150+ interviews over the previous 2 years - had a bunch of other things going and I needed to take a little break.  I've been itching to return and was talking to my friend Barry the other day and he wanted to do another one (his 3rd) and here it is. It's "R"-rated (for Ritholtz) so wear your earphones if around sensitive-types as he covers the state of housing, a possible recession and his exciting conference next Tuesday. This podcast was too big so I cut it into 2 parts.  The next will be up tomorrow. Enjoy! [iframe http://thehousinghelix.com/embed/embed-generate.php?media=http://thehousinghelix.com.s3.amazonaws.com/thehousinghelix/files/2011/10/2011.10.05-The-Housing-Helix-Podcast-Barry-Ritholtz-CEO-Director-of-Equity-Research-Fusion-IQ-Author-Bailout-Nation-The-Big-Picture-Blog.m4a&entry-url=http://thehousinghelix.blogs.millersamuel.com/2011/10/05/interview-barry-ritholtz-ceo-director-of-equity-research-fusion-iq-author-bailout-nation-the-big-picture-blog-2 320 175]

This podcast is an overview of the RBI Pending Home Sales Index - February 2011 covering the Washington, DC Metro area just released for RealEstate Business Intelligence (RBI), the data, research and analytics arm of MRIS. [iframe http://thehousinghelix.com/embed/embed-generate.php?media=http://thehousinghelix.com.s3.amazonaws.com/thehousinghelix/files/2011/03/2011.03.10-The-Housing-Helix-Podcast-RBI-Pending-Home-Sales-Index-Washington-DC-Metro.m4a&entry-url=http://thehousinghelix.blogs.millersamuel.com/2011/03/10/special-report-rbi-pending-home-sales-index-–-february-2011-washington-dc-metro 320 175]

This podcast is an overview of the RBI Pending Home Sales Index - February 2011 covering the Baltimore Metro market just released for RealEstate Business Intelligence (RBI), the data, research and analytics arm of MRIS. [iframe http://thehousinghelix.com/embed/embed-generate.php?media=http://thehousinghelix.com.s3.amazonaws.com/thehousinghelix/files/2011/03/2011.03.10-The-Housing-Helix-Podcast-RBI-Pending-Home-Sales-Index-Baltimore-Metro.m4a&entry-url=http://thehousinghelix.blogs.millersamuel.com/2011/03/10/special-report-rbi-pending-home-sales-index-–-february-2011-baltimore-metro 320 175]

I had the pleasure of speaking with Guy Kawasaki, former Chief (Software) Evangelist at Apple Computer in the early days of Macintosh - who has become a prolific author in addition to being a technology entrepreneur.  While I claim to avoid the self-help book genre, I realize I've read nearly all of his books.  Guy released his 10th book today: Enchantment: The Art of Changing Hearts, Minds and Actions.  Here are some reviews. His first book, The Macintosh Way, is now a free download and was always one of my faves - because it came out as we were building our company, Miller Samuel, entirely by using Macs.  He later ran ACIUS, developer of 4th Dimension, the database application we ran for about 15 years to manage our data. This was a pure treat for me as I got to talk about the early days of Apple, reminisced about Guy's one word email technique (I shared my 15 second voicemail rule), his other ventures such as Alltop.com and Garage.com, the state of marketing today and how to make yourself enchanting. Fun! [iframe http://thehousinghelix.com/embed/embed-generate.php?media=http://thehousinghelix.com.s3.amazonaws.com/thehousinghelix/files/2011/03/2011.03.08-The-Housing-Helix-Podcast-Guy-Kawasaki-Author-Enchantment-Founder-Alltop.com-Garage-Technology-Ventures-Chief-Evangelist-Apple.m4a&entry-url=http://thehousinghelix.blogs.millersamuel.com/2011/03/08/interview-guy-kawasaki-author-enchantment-founder-alltop-com-garage-technology-ventures-chief-evangelist-apple 320 175]

Here's a brief recap of the 2010 annual data just released by RealEstate Business Intelligence (RBI) covering the Baltimore metro housing market. [iframe http://thehousinghelix.com/embed/embed-generate.php?media=http://thehousinghelix.com.s3.amazonaws.com/thehousinghelix/files/2011/03/2011.03.02-The-Housing-Helix-Podcast-RBI-2010-Year-End-Housing-Market-Summary-Baltimore-Metro.m4a&entry-url=http://thehousinghelix.blogs.millersamuel.com/2011/03/02/special-report-rbi-2010-year-end-housing-market-summary-baltimore-metro 320 175]

I was brought in by RealEstate Business Intelligence (RBI), the statistics and research arm of MRIS to further their effort to provide more transparency in their regional housing market.  One of the first things I did with their information, whose depth and quality is unlike anything else I have ever analyzed, is build a pending home sales index for the Washington, DC Metro and Baltimore Metro markets. The biggest problem in understanding the state of housing today is the quality and timing of the information. This podcast is a review of my thoughts on the subject and why a pending home sale index tends to be better at providing the state of a housing market than price indices. Hint: they lag the moment when buyer and seller agree on a price aka "meeting of the minds" by as much as 5 months, don't consider the different seasons of the year and are often skewed by seasonal adjustments. [iframe http://thehousinghelix.com/embed/embed-generate.php?media=http://thehousinghelix.com.s3.amazonaws.com/thehousinghelix/files/2011/02/2011.02.13-The-Housing-Helix-Podcast-RBI-Pending-Home-Sales-Index-Concept.m4a&entry-url=http://thehousinghelix.blogs.millersamuel.com/2011/02/14/commentary-rbi-pending-home-sales-index-concept 320 175]

Although I released these reports a few weeks ago, here's a belated summary of two reports I prepare for Prudential Douglas Elliman: 2001-2010 Manhattan Townhouse Report + 2001-2010 Manhattan Market Report. [iframe http://thehousinghelix.com/embed/embed-generate.php?media=http://thehousinghelix.com.s3.amazonaws.com/thehousinghelix/files/2011/02/2011.02.13-The-Housing-Helix-Podcast-2001-2010-Manhattan-Townhouse-Report-%2B-Manhattan-Market-Report.m4a&entry-url=http://thehousinghelix.blogs.millersamuel.com/2011/02/13/special-reports-2001-2010-manhattan-townhouse-report-manhattan-market-report 320 175]

This podcast is an overview of the RBI Pending Home Sales Index - January 2011 covering the Baltimore Metro market just released for RealEstate Business Intelligence (RBI), the data, research and analytics arm of MRIS. [iframe http://thehousinghelix.com/embed/embed-generate.php?media=http://thehousinghelix.com.s3.amazonaws.com/thehousinghelix/files/2011/02/2011.02.13-The-Housing-Helix-Podcast-RBI-Pending-Home-Sales-Index-Baltimore-Metro.m4a&entry-url=http://thehousinghelix.blogs.millersamuel.com/2011/02/13/special-report-rbi-pending-home-sales-index-january-2011-baltimore-metro 320 175]

This podcast is an overview of the RBI Pending Home Sales Index - January 2011 covering the Washington, DC Metro area just released for RealEstate Business Intelligence (RBI), the data, research and analytics arm of MRIS. [iframe http://thehousinghelix.com/embed/embed-generate.php?media=http://thehousinghelix.com.s3.amazonaws.com/thehousinghelix/files/2011/02/2011.02.13-The-Housing-Helix-Podcast-RBI-Pending-Home-Sales-Index-Washington-DC-Metro.m4a&entry-url=http://thehousinghelix.blogs.millersamuel.com/2011/02/13/special-report-rbi-pending-home-sales-index-january-2011-washington-dc-metro 320 175]

I provided a brief summary of the 4Q 2010 Hamptons North Fork Market Overview that my firm prepares for Prudential Douglas Elliman as well as The Douglas Elliman Report: 2001-2010 Hamptons North Fork Edition. [iframe http://thehousinghelix.com/embed/embed-generate.php?media=http://thehousinghelix.com.s3.amazonaws.com/thehousinghelix/files/2011/02/2011.02.13-The-Housing-Helix-Podcast-4Q-10-Hamptons_North-Fork-Market-Overview.m4a&entry-url=http://thehousinghelix.blogs.millersamuel.com/2011/02/13special-report-4q-2010-hamptons-north-fork-market-overview 320 175]

Here's a brief recap of the 4Q 2010 Long Island Market Overview that my firm prepares for Prudential Douglas Elliman. [iframe http://thehousinghelix.com/embed/embed-generate.php?media=http://thehousinghelix.com.s3.amazonaws.com/thehousinghelix/files/2011/02/2011.02.13-The-Housing-Helix-Podcast-4Q-10-Long-Island-Market-Overview.m4a&entry-url=http://thehousinghelix.blogs.millersamuel.com/2011/02/13/special-report-4q-2010-queens-market-overview-2 320 175]

I sat down with my good friend Barry Ritholtz, CEO/Director of Equity Research of Fusion IQ, Author of Bailout Nation and the engine behind The Big Picture Blog. Barry is the only person I know who is described as providing "trenchant economic commentary" -(Norris/NYT) in fact, I've never even used "trenchant" in a sentence before now.  Barry makes his 3rd visit to The Housing Helix podcast and he does not disappoint his fans for the depth of his insight. This is an R-rated ("R" for "Ritholtz") podcast - children, young adults, rating agencies and commercial bankers beware. [iframe http://thehousinghelix.com/embed/embed-generate.php?media=http://thehousinghelix.com.s3.amazonaws.com/thehousinghelix/files/2011/01/2011.01.13-The-Housing-Helix-Podcast-Barry-Ritholtz-CEO-Director-of-Equity-Research-Fusion-IQ-Author-Bailout-Nation-The-Big-Picture-Blog1.m4a&entry-url=http://thehousinghelix.blogs.millersamuel.com/2011/01/21/interview-barry-ritholtz-ceo-director-of-equity-research-fusion-iq-author-bailout-nation-the-big-picture-blog 320 175]

Here's a brief recap of the 4Q 2010 Brooklyn Market Overview released today prepared for Prudential Douglas Elliman. [iframe http://thehousinghelix.com/embed/embed-generate.php?media=http://thehousinghelix.com.s3.amazonaws.com/thehousinghelix/files/2011/01/2011.01.20-The-Housing-Helix-Podcast-4Q-10-Brooklyn-Market-Overview.m4a&entry-url=http://thehousinghelix.blogs.millersamuel.com/2011/01/20/special-report-4q-2010-brooklyn-market-overview 320 175]