Ivy Zelman explains why she sees more weakness in the U.S. housing market as mortgage rates squeeze affordability. Joining Maggie Lake, she challenges the housing shortage narrative and examines how demographics could reshape future demand. What could a changing housing market mean for your broader portfolio? Request a complimentary, no-obligation portfolio review: https://bit.ly/4e9LsJV Zelman discusses builder incentives, land prices, private equity’s role in land banking and signs of improving rental demand. She also explains why she sees a prolonged slowdown rather than another 2008 housing crisis, alongside the pressures from construction costs and slower household formation. Later, GBI Chief Economist Trey Reik joins Maggie Lake to weigh in on Zelman's housing outlook and what it signals about the broader economy. Reik challenges the higher-for-longer interest rate narrative, explaining why mounting U.S. debt and financial pressures could limit the Federal Reserve's ability to raise rates further. He also shares his outlook for Treasury yields, gold prices and what investors should be watching next. Connect with us online: Website: https://www.wealthion.com Spotify Podcast: https://open.spotify.com/show/4wCAfhgUdspxeMqyi6KZkb Apple Podcast: https://podcasts.apple.com/us/podcast/wealthion-be-financially-resilient/id1566889716 X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ Facebook: https://www.facebook.com/Wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.