Skip to content
Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Real estate & infrastructure · Video

Why Won’t the Housing Market Crash?

The questions are the kind clients bring to advisors directly: whether to pay down a mortgage or buy bonds, and why higher rates haven't produced the housing downturn many expected. The segment on home country bias and currency risk speaks to how international allocations are framed in client conversations.

Plays here from the publisher’s YouTube channel. Nothing loads until you press play.35 min
On the publisher’s site

Summary

By the real estate & infrastructure desk

Episode 245 of Ask The Compound has Ben Carlson and Duncan Hill working through five listener questions on investing, bonds, housing and personal finance. They explain why Carlson is buying bonds for the first time in his career, weigh paying down a high-interest mortgage against buying bonds, and discuss why home prices haven't crashed despite higher mortgage rates. The remaining questions cover home country bias in international investing, currency fluctuation risk, and money advice for a 13-year-old starting to invest.

  1. Carlson describes buying bonds for the first time in his career and explains his reasoning.
  2. The hosts compare paying down a high-interest mortgage with buying bonds.
  3. They discuss why home prices haven't crashed despite higher mortgage rates.
  4. Later segments cover home country bias, currency fluctuation risk, and investing advice for a 13-year-old.

Similar items

Same topic
Why Baby Boomers Have All the Money | Animal Spirits 488The Compound (Ritholtz Wealth)1 hr 9 minOct 28
Why Baby Boomers Have All the Money (EP. 488)Animal Spirits Podcast1 hr 11 minOct 28
Seeking Resilience in AI-Related CreditPIMCO4 minOct 27
Mortgage REITs Are Back? Annaly CEO talks Rates, GSEs, and HousingVanEck51 minOct 27
Mortgage REITs Are Back? Annaly CEO talks Rates, GSEs, and HousingTrends with Benefits (VanEck)51 minOct 27

Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.