Скачать или смотреть 150 Million Homeless vs 200 Million Empty Homes – Inside the Global Housing Paradox | Macro Scope

In a world of keys and locks, millions still have nowhere to sleep while luxury towers sit dark and untouched.
This documentary style breakdown follows the global housing paradox across advanced, highly urbanized economies where “scarcity” exists inside visible abundance.
We track how economics, geopolitics, and policy incentives turned shelter into a financial asset, and why the housing crisis keeps deepening.
This is not a story about construction alone, but about debt era incentives, inequality, and why housing markets can look “healthy” while people lose homes.
If you’ve ever wondered why the system feels broken, this is the why and the how.

We start on the street at night, where homelessness and empty windows exist side by side, then zoom out to the central paradox: more housing units, less affordability.
The turning point comes after 2008, when near zero interest rates reshaped global capital flows and made real estate feel like a safer store of value than cash.
After Covid era stimulus and uncertainty, homes increasingly stopped being priced for residents and started being priced for investors.
We draw a boundary between real physical scarcity in war zones and disaster regions and “financialized scarcity” in cities where cranes rise even as vacancy quietly grows.
Then we ask the question most debates avoid: who benefits when homes stay empty.
Local governments often rely on high land values for budgets, bond ratings, and political stability, making price declines a fiscal threat.
Institutional investors model housing as portfolios over decades, where vacancy can be rational and wear from tenants is a risk.
Zoning limits, tax structures that reward appreciation, and weak vacancy penalties reinforce the same outcome without requiring conspiracy, only incentives.
The damage spills outward into inequality, mobility, family formation, and social trust, especially for Gen Z and Millennials locked into rising rents.
We close with three possible paths forward, from stronger vacancy penalties and public housing as infrastructure to partial reform or status quo drift.

global housing paradox
housing crisis explained
why housing is broken
empty homes vacancy
homelessness economics
financialization of housing
real estate as asset
inequality and housing
rent affordability collapse
central bank interest rates
post 2008 monetary policy
covid stimulus effects
global capital flows
institutional investors real estate
local government land values
property taxes and housing
zoning laws density limits
vacancy taxes explained
housing and fertility rates
geopolitics of cities

This video is a documentary style analysis based on publicly available data, research, news reports, and expert commentary.
It is intended for educational and informational purposes only and does not constitute financial, legal, or investment advice.


#economics #finance #investing #housingcrisis #inequality #documentary


00:00 The global housing paradox
00:45 Scarcity inside abundance
01:35 Not a shortage of buildings
02:15 Shelter versus financial asset
03:05 The post 2008 turning point
04:10 Covid era acceleration
05:05 Who benefits from vacancy
06:05 Local governments and land values
07:10 Institutional investors and portfolio logic
08:10 Rules that reward appreciation
09:10 Spillover into inequality and family formation

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