E90: Berkshire's $8.5B Taylor Morrison Bet Signals Housing Recovery

Jeff's calling in from Japan (16-hour difference, fueled by ChatGPT). In a bet on housing market recovery: Berkshire Hathaway drops $8.5B on Taylor Morrison. Meanwhile the news went full weird: A top mortgage lender launches an athleisure brand, and Bill Pulte named as acting Director of National Intelligence. Plus: JOLTS report crushes rate cut hopes, NAR membership down 9.5%, and what it all means for housing. Topics: Jeff in Japan + AI as travel agent • Guaranteed Rate's clothing brand • Bill Pulte to DNI • Berkshire/Taylor Morrison $8.5B deal • CoStar acquires Zonda • JOLTS blows past estimates • Mortgage refi demand -18% • NAR membership declining • Future of appraisal (preview) Market Moves with Mark and Jeff — real estate, economics, and AI every week. #RealEstate #HousingMarket #MortgageRates