"Christopher (I "studied" for a PhD) Joye is going to look a real goose when it does burst. He has stupidly bet his whole career on it."
Chris is drawing on the data and research that is available, and that data is showing a supply shortfall of about 40,000 dwellings per year. The research he presents from several independent sources comes to a similar conclusion. Against this you have an article full of misrepresentations (e.g. 830,000 empty dwellings and no evidence of a housing shortage) written by a cfd salesman.