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Sep 4, 2026 23 min

Where Is Housing Headed?

from TD Cowen Insights Hosted by Eli Nir, Max Rakhlenko, Scott Smith, Jaret Seiberg

Recorded on 09/03/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation on housing with TD Securities equity analyst Max Rakhlenko and TD Securities macro analyst Eli Nir. We discuss the impact of rates and inflation on housing and look at what to expect in the coming year. And as always, we have TD Cowen's Scott Smith for an update on the market. https://go.td.com/PodcastDisclosure

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Where Is Housing Headed?

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This episode was published on September 4, 2026.

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