Kontrarian Korner, Released on 7/2/26 (Recorded on 7/1/26) I had Melody Wright back on the podcast to talk about real estate, societal changes, and the financial market mess that could be in store in the back half of 2026. We also talked about private equity and private credit and their impact on the economy, and […]
“Coffee and a Mike” Show, Released on 6/24/26 Melody Wright is a strategist, writer, technologist living in Johnson City, TN. She joins professor of organic chemistry at Cornell University Dave Collum to discuss the Middle East, data centers, AI, Kevin Warsh, Bill Pulte, private equity, the bond market, bitcoin, and much more. Melody Wright is […]
Wealth Building Blueprint, Released on 6/23/26 In this exclusive interview, I sit down with Melody Wright to discuss the U.S. housing market, falling home sales, year-over-year price declines, builder sentiment, new home prices, mortgage delinquencies, rents, liquidity, demographics, and whether lower housing prices could be ahead. Melody explains why housing sales are getting worse, why […]
Commodity Culture, Released on 6/16/26 (Recorded on 6/15/26) Melody Wright thinks something is deeply wrong with the official data on markets, the economy, and real estate being presented to the public and she believes the real story is far worse than the narratives we’re being fed. Melody sees a series of major crises emerging in […]
Milk Road Macro, Released on 6/9/26 Is the U.S. housing market much weaker than the official data suggests? Melody Wright joined Milk Road Macro after driving 3,000+ miles across 13 states to find out what’s actually happening on the ground. Her conclusion: the housing crisis has already begun. Most investors just can’t see it yet. […]
Coffee And A Mike, Released on 5/16/26 Melody Wright is a strategist, writer, technologist living in Johnson City, TN. She joins professor of organic chemistry at Cornell University Dave Collum to discuss data centers, Trump’s trip to China, Kevin Warsh confirmation, how climate panic is over, private credit, the bond market, and much more. Melody […]
The Julia La Roche Show, Released on 5/14/26 Melody Wright, author of M3 Melody Substack, returns to the show for an in-person episode to discuss the frozen spring selling season and reveals disturbing signs of distress bubbling beneath the surface, including mortgage delinquencies rising at the exact time of year they should be falling. She […]
Adam Taggart | Thoughtful Money, Released on 5/6/26 A perfect storm is in the process of hitting the US housing market. Cost of ownership has made homes the most unaffordable on record. And mortgage rates are rising again, making things even worse. But beyond that, housing analyst Melody Wright predicts a flood of foreclosures to […]
