A long time friend and journalist Kathleen Hays invited me to speak with her about the impact of the recent Fed pivot on the U.S. housing market. She has extensive experience interviewing experts about the economy from her time at Bloomberg Television.

She’s started up a very cool Substack: Central Bank Central that features conversations around Fed policy. I very much enjoyed the conversation and I hope you do too!

Kathleen Hays Presents: Central Bank Central: Miller Samuels’ Chief Sees Stubbornly High Mortgage Rates, Low Inventories

She’s just added an autogenerated transcript of the interview.