With everyone taking a well-deserved break over the holiday season, we decided to dig through our archives to bring you our most-listened-to podcast of 2022. Back in July, we interviewed Ivy Zelman – best known for calling the top of the housing market in 2005. Turns out, she had an extremely prescient call to make in our interview too... Enjoy!  Ivy Zelman is CEO at Zelman & Associates. She co-founded Zelman & Associates in 2007 which is a leading housing research firm in the US. In 2005, Ivy called the top of the housing market. From there, she called the bottom of the housing market in January 2012. She helped best-selling writer, Michael Lewis, with research related to the mortgage crash which became a part of his best-selling book turned movie, ‘The Big Short.’ Michael wrote in the book ‘all roads led to Ivy.’ Ivy was inducted into the Institutional Investors - America Research Team’s inaugural Hall of Fame in 2012 as a result of Ivy and her team earning eleven 1st place rankings (1999 – 2004, 2006 – 2007 and 2010 – 2013). In this podcast we discuss:  How COVID impacted housing  Inventory trends and why they are not supportive of prices  Why housing demand is falling 

Agathe Demarais is the Global Forecasting Director of The Economist Intelligence Unit. Agathe has a special focus on trade, sanctions, European affairs, Russia and the Middle East. As The EIU’s Global Forecasting Director, Agathe oversees the publication of The EIU global outlook. Prior to joining The EIU, Agathe worked in the diplomatic corps of the French Treasury. She spent five years in Russia and three years in the Middle East, where she developed her knowledge of sanctions and policymaking. Agathe is the author of the new book ‘Backfire: How Sanctions Reshape the World Against U.S. Interests’. This week's podcast covers:  How sanctions impact local populations  US extra-territorial power and impact on multi-nationals  US dollar as weapon