DevelopersTV

The Housing Market Is Completely F*d

Graham Stephan — Sep 28, 2026 — talk

Why watch

Explains how rising Treasury yields and mortgage rates (~7.5%) are affecting the housing market, with inflation and oil prices above $100/barrel potentially keeping rates elevated. Covers the relationship between bond markets, the $2 trillion annual government deficit, and how higher borrowing costs impact real estate and other assets.