2026 Outlook w/ Conor Sen (Ep.27)
Chase welcomes back Bloomberg Opinion columnist Conor Sen for his third appearance on Doxa Takes to tackle the 2026 outlook—and why getting there requires making sense of 2025's messy economic puzzle.
This past year gave us economic data that made sense in isolation but was tough to reconcile. Labo…
Trump Directs $200 Billion Mortgage Bond Buy in Housing Push
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
US President Donald Trump said he was directing the purchase of $200 billion in mortgage bonds, which he cast as his latest effort to bring down housing costs ahead of the November midterm election.
Trump announced the move on …
104. Collecting Through the Cycles: Conor Sen on Cards, Kids, and the Economy
This week, John (@istanbulcards) is joined by Conor Sen, a Bloomberg Opinion columnist who loves sports cards like the rest of us, but also brings a sharp understanding of the macroeconomic forces shaping the hobby. Conor discusses how broader economic trends dovetail with the sports card market, r…
Introducing the Housing Frame
I’m Conor Sen and this is the Housing Frame. For a decade at Bloomberg Opinion, I wrote about housing, the economy, and markets, and here’s what I learned – one data point rarely tells the whole story. Trends in Boise are shaped by dynamics in California. A slowdown in migration is a problem for ho…
NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen
(00:28) - NVIDIA's $500B Compute Deal
(10:46) - Paramount Threatens to Bounce
(14:30) - Tesla Deal Could Shortcut Musk's Pay
(31:34) - Europe Gets Record US Tourists
(45:17) - Ernie Garcia, founder and CEO of Carvana, discusses building the online used-car retailer, navigating its volatil…
Why Everything Is Going to Keep Getting More Expensive
For much of the 21st century, the U.S. economy was built around cheap money. Today, though, interest rates are rising, and borrowing is getting much more expensive. At the same time, the federal government is running huge deficits while governments and companies around the world are taking on enorm…
Conor Sen on the Fed’s 25-year blind spot: housing
On today’s episode, Editor in Chief Sarah Wheeler talks with Conor Sen, founder and CEO of Peachtree Creek Investments and former Opinion Columnist for Bloomberg, about how the Federal Reserve should give more weight to signals from the housing market.
Related to this episode:
The Fed’s 25-Ye…
David Ellison’s Media Takeover Just Got Greenlit
Ed Elson is joined by Rohan Goswami to break down Paramount’s latest victory in the battle for Warner Bros. Discovery and what happens next in the merger. Then, Conor Sen joins to explain how higher interest rates have reshaped the housing market and what he would recommend to someone looking to bu…
David Ellison’s Media Takeover Just Got Greenlit
Ed Elson is joined by Rohan Goswami to break down Paramount’s latest victory in the battle for Warner Bros. Discovery and what happens next in the merger. Then, Conor Sen joins to explain how higher interest rates have reshaped the housing market and what he would recommend to someone looking to bu…
You Can't Kill Housing Twice w/ Conor Sen (Ep.33)
In episode 33 of Doxa Takes, Conor Sen returns for his annual check-in — and what a difference a year makes. Last fall the question was whether the economy was on the verge of weakening with rate cuts ahead; now mortgage rates are 7.5%, the 10-year sits at 5.3%, and the debate is how high rates hav…
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