← Robert Armstrong

What podcasts say about Robert Armstrong

Every statement, with the speaker, the exact quote and the moment it was said.

What Robert Armstrong has said on podcasts

9 statements · 1 positive · 6 negative · 2 neutral

  1. on Housing MarketNegativeOct 7, 2026· Prof G Markets

    Rising mortgage rates freeze the housing market.

    “The impact of this is that the market freezes when rates rise”

    Listen at 24:01

    Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
  2. on Housing MarketNegativeOct 7, 2026· Prof G Markets

    Housing prices remain elevated while transactions decline.

    “Prices don't fall, transactions do”

    Listen at 25:20

    Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
  3. on U.S. home salesNegativeOct 7, 2026· Prof G Markets

    Annual home sales are approximately four million.

    “we're running along at about 4 million home sales a year now”

    Listen at 25:24

    Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
  4. on Artificial IntelligencePositiveOct 7, 2026· Prof G Markets

    AI has replaced housing as a major economic-cycle swing factor.

    “We have AI, which has sort of taken the place of housing in this cycle”

    Listen at 28:59

    Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
  5. on AI boom and housing sectorNegativeOct 7, 2026· Prof G Markets

    Without the AI boom, housing weakness would weigh more visibly on the economy.

    “If we didn't have the AI boom going on, we would notice the absence of the housing sector as a contributor to the economy”

    Listen at 29:18

    Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
  6. on U.S. home pricesNeutralOct 7, 2026· Prof G Markets

    Aggregate home prices are unlikely to fall sharply.

    “it's hard to see anything more than that happen in aggregate”

    Listen at 31:47

    Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
  7. on U.S. housing supplyNegativeOct 7, 2026· Prof G Markets

    The U.S. housing supply problem has no quick fix.

    “it's hard to see any quick fixes here”

    Listen at 32:11

    Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
  8. on Home buyingNeutralOct 7, 2026· Prof G Markets

    Buy a house when its price reasonably reflects housing services.

    “you should buy a house if it's a reasonable price for buying the service you're getting, which is a place to live”

    Listen at 32:47

    Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields
  9. on Homeownership as retirement savingsNegativeOct 7, 2026· Prof G Markets

    Using homes as retirement savings is probably unwise.

    “This is probably not a very good idea”

    Listen at 33:36

    Open the episode · Why The S&P Just Hit A Record High — Despite Soaring Yields

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Robert Armstrong: what podcasts say · PodLume