Market Moves with Mark and Jeff

Market Moves
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Real estate market experts and business leaders Mark Verrett and Jeff Morley explore trends and innovations impacting the industry.

  1. May 27 ·  Video

    E89: Inflation Theater, AI 280x Cheaper, New American Dream Single and Female?

    The 280x cost reduction in AI tokens since ChatGPT's launch isn't slowing down — and Marc Andreessen says engineers aren't using their new productivity to work less, they're staying up all night building everything they've ever imagined. Meanwhile, Starship V3 just launched from Starbase, Texas, opening the door to orbital data centers at a moment when earthbound compute can't keep up with AI demand. On the housing front: inflation printed at 3.8% but Treasury Secretary Scott Bessent says it's a supply-shock blip — not a Fed rate-hike trigger. Kevin Warsh is reportedly considering switching to trimmed PCE (which runs ~2.3%) as the Fed's primary inflation gauge, potentially giving cover to cut rates even as headline numbers stay elevated. And the most surprising data point of the week: single women are now the #2 homebuying cohort in America — more than twice as likely to buy as single men or unmarried couples. If the American Dream is homeownership, single women are living it harder than anyone else right now.

    57 min

  2. May 6 ·  Video

    E87: $800M Brokerage Shakeup, China's Crash, & AI Gets You Fired

    This week: the $800M deal that just changed the brokerage landscape. Real Brokerage acquired RE/MAX, combining a national network of 8,500 offices with an AI-first platform. Mark and Jeff break down what it means — and whether the tech is actually impressive. Then, a deep dive into China's real estate collapse. Prices are now back to 2005 levels — and at their peak, homes in Beijing and Shenzhen were selling at 30–50x the average household income. Japan 1990s vibes? Mark thinks yes. Plus: the Fed held rates with the most internal dissent since October 1992. Kevin Warsh has cleared the Senate Banking Committee and is headed to the Fed chair seat. And on the AI front — in China, installing OpenClaw is called "raising lobsters," employees get fired for NOT automating enough, but a new Penn/Boston University study warns that mass automation may quietly destroy the consumer economy that makes business work in the first place. Subscribe and follow TUG (@Tug_MarketMoves on X) for daily real estate and market commentary.

    54 min

  3. Apr 29 ·  Video

    E86: Tesla Robo-Taxis, Fed Chair Hearing, & the Tidal Wave Most Won't See Coming

    Mark rode one of Tesla's first unsupervised robotaxis in Houston — and got stranded at a brewery waiting for the next one. That experience kicks off a conversation about the pace of AI-driven change most people won't see coming until it hits them. Mark and Jeff also debrief from two separate appraisal conferences where AI dominated every room, then break down Kevin Warsh's Senate confirmation hearing for Fed Chair — his push for fewer meetings, Fed independence from political pressure, and why he thinks AI's deflationary impact should reshape how the Fed thinks about interest rates.

    53 min

  4. Apr 16 ·  Video

    E85: Housing, Stocks, & the Truth About Wealth Building

    Take the Market Moves Challenge! We're your go-to source for what's happening in the economy and why it matters to real estate. Mark and Jeff explore why successful leaders, from America's founders to today's top entrepreneurs, share one critical trait: a bias for action. They also reveal how their AI agent, Tug, is helping power the podcast and invite listeners to connect with him on X and LinkedIn. The conversation then dives into the SaaS valuation meltdown, with many software companies seeing valuations plunge 35% to 86% over the past year. What's driving the collapse? Plus, housing inventory is telling two very different stories: the South and West are back to pre-COVID supply levels, while the Northeast and Midwest remain historically tight. Finally, Mark and Jeff tackle a sacred cow: Is your house really your best investment? Long-term data suggests the stock market may have dramatically outperformed residential real estate over the last several decades.

    1h 1m

  5. Apr 8 ·  Video

    E84: "Grind 'Til 2027?" Can Housing Make It Back?

    "Through hell to heaven… grind 'til 2027." That's the mindset Tug brings as Mark and Jeff revisit what it may take for real estate transaction volume to return to historical norms. They also break down why market sentiment, tracked by platforms like Polymarket, is shifting against Fannie Mae exiting conservatorship. What's driving the skepticism? The conversation turns to artificial intelligence and its growing role in valuation: how should it be used, and what guardrails are needed? With the Appraisal Standards Board seeking input on AO-41, the industry may be at a turning point. Plus, a look at consumer sentiment — confidence in the economic outlook is slipping, while expectations for inflation are rising. What does that mean for housing and beyond?

    42 min

  6. Mar 31 ·  Video

    E83: From Housing Market Chaos to AI Experiments

    Rising tensions in the Middle East are threatening to stall any momentum in the housing market — but that's only part of the story. Mark and Jeff also introduce something entirely new: their own AI-powered agent, Tug (Two Uninteresting Guys), an "open claw" experiment designed to showcase what's possible in the fast-evolving world of agentic AI. This won't be a one-off; Tug is an ongoing, real-time look at where AI is headed. Meanwhile, this episode breaks down the recent volatility in Fannie Mae. What's behind the sharp decline? What caused this week's sudden bounce? And it's not just homeowners feeling stuck: renters are increasingly "locked in" too, choosing renewals over moving in today's uncertain market. Follow Tug's journey on X (@Tug_MarketMoves) and LinkedIn (Tug Market-Moves-Bot) as Mark and Jeff's AI experiment unfolds.

    45 min

  7. Mar 23 ·  Video

    E82: Trump's Housing Orders: Game Changer or Noise?

    In a surprise move on Friday the 13th, President Trump issued not one, but two, executive orders aimed at jumpstarting the housing market. What do they actually mean for real estate? Coming to you from San Antonio, Mark and Jeff are joined by friend of the podcast, Scott DiBiasio of the Appraisal Institute, to break it all down. From potential shifts in lending — especially among regional and community banks — to the continued push toward appraisal modernization, these orders could have far-reaching implications across the industry. What's signal, what's noise, and what should real estate professionals be watching next?

    45 min

  8. Mar 13 ·  Video

    E81: How Did Housing Get Here? A Decade in Review

    Mark and Jeff look back over the past decade to understand how the housing market reached today's unusual crossroads. Starting from the pre-pandemic landscape, they trace the rapid changes that followed — home prices soaring more than 50% since 2020 and the Dow climbing over 100% in just six years, all while housing transaction volumes have fallen to historic lows. Despite the sluggish sales environment, there are growing signs the market could be nearing the recovery that NAR Chief Economist Lawrence Yun has predicted. However, uncertainty remains, including how geopolitical tensions in the Middle East could influence inflation and ultimately the path of interest rates.

    44 min
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Real estate market experts and business leaders Mark Verrett and Jeff Morley explore trends and innovations impacting the industry.

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