Dedicated Issues··Monday, November 2, 2026, 4:00 PM
Housing is the hedge against the AI trade | Market Hang
Conor Sen, founder of The Housing Frame, makes the only contrarian case anybody made on today’s panel. Mike Rode of FAS Wealth Partners asks it as a sceptic: he has heard the housing bull case every year and called two brokers on Friday to find out what it is beyond rates coming down. Sen concedes
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