Everything You Know About 2008 is Wrong

What this episode covers

In 2014, Kevin Erdmann was a value investor sizing up micro-cap homebuilders, expecting a two week study on the recovery trade. The data didn't cooperate, and two weeks turned into a decade, two books, and a thesis the housing agencies and the Fed have spent years failing to confront: 2008 wasn't a bubble. The crisis everyone remembers was a chronic housing shortage in five coastal cities, which regulators turned it into a generational catastrophe by destroying the construction capacity needed to fix it.We cover:- How the Big Short got the story backwards- Why 14 million adults are living with their parents- Compton got more expensive, not Beverly Hills- Why the 2008 crisis was the most popular public policy event of our lifetime- Synthetic CDOs existed because the supply of real mortgages had collapsed- Why half of America's $58 trillion in residential real estate isn't wealth- Builders can't meet demand even with prices high enough to justify it- How homes in low-end Atlanta lost 60% of value purely from credit policy- Why the 30-year fixed mortgage is a forced inflation derivative.

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Frequently Asked Questions

How long is this episode of Owner-Occupied with Peter Yoder?

This episode is 2 hours and 23 minutes long.

When was this Owner-Occupied with Peter Yoder episode published?

This episode was published on May 3, 2026.

What is this episode about?

In 2014, Kevin Erdmann was a value investor sizing up micro-cap homebuilders, expecting a two week study on the recovery trade. The data didn't cooperate, and two weeks turned into a decade, two books, and a thesis the housing agencies and the Fed...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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