On this week’s The Big Picture, legendary analyst Meredith Whitney returns to the spotlight with a candid breakdown of why she believes 2025 could mark the worst year in decades for the U.S. housing market. She unpacks the structural shifts reshaping homeownership—from generational imbalances to the hidden cracks in credit markets—and explains why a slowdown in housing could become a broader economic drag.
But it’s not all doom and gloom. Meredith also shares why she sees a surprising bright spot in consumer spending, powered by younger Americans and a surge in home equity taps. From HELOC-fueled renovations to recession warning signs, this conversation is sharp, provocative, and full of the kind of insights only an “Oracle of Wall Street” can deliver.
