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The Great Stagnation: An Investment Guide to the U.S. Residential Construction Sector Crisis

EPISODE · Aug 30, 2025 · 1H 6M

The Great Stagnation: An Investment Guide to the U.S. Residential Construction Sector Crisis

from The Gemini Brief - Investment Deep Dives · host Lukasz Tomicki and LRT Capital Management LLC

I. Executive Summary & Core Investment Thesis Synopsis of Market Conditions The United States residential construction sector and the broader housing market are currently mired in a period of profound stagnation. This is not a repeat of the 2008 credit-driven collapse but rather a unique crisis defined by a collision of powerful but opposing forces. […]

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The Great Stagnation: An Investment Guide to the U.S. Residential Construction Sector Crisis

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