“Yeah, that's a great question. This really opens the book.…” — Cato Audio at 4:28
“Yeah, that's a great question. This really opens the book. The book definitely says, look, supply and demand is a fine place to start if you understand what's going on with U.S. housing. But if you think that it's just like other cases, well, there just happens to be low supply, happens to be high demand. What can…”
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