Let Them Eat Cake

from Risk of Ruin · host Half Kelly Media

A very specific housing related bet.How did we go from The Big Short... to a housing shortage in such a short time?Governments in seemingly disparate places are having to take drastic measures to enable more housing development. This episode is about how those conditions materialized in the United States, and also whether anything can be done to ameliorate the situation.Kevin Erdmann is a Senior Affiliated Scholar at the Mercatus Center.Kevin’s SubstackFollow Kevin on TwitterBen Bear is the CEO of BuildCasa.BuildCasa websiteFollow Ben on TwitterCody is a homebuilder in Oregon.Show resources:It’s Time to Build - Marc AndreessenBut not in Atherton - Marc AndreessenInstitutional SFR landlord on ResiClub podcastSupport the show: Subscribe to the Premium SubstackEmail me: riskofruinpod at gmailFollow me on Twitter: @halfkelly

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Let Them Eat Cake

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This episode is 1 hour and 40 minutes long.

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This episode was published on December 8, 2025.

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