Lead-Lag Live cover image

Inside the Financial Storm: Expert Randy Woodward Unravels the Terrifying Truth of Credit Risk

Lead-Lag Live

00:00

The Fed's Response to Inflation

All the mortgages and all the loans and everything you had on your books, that all has to reprice because of what the Fed's doing. And then it gets doubly, doubly worse where now we put out tons of stimulus, a trillion or some in actual money from the government for stimulus and PPP loans. All that money has to be reinvested at these rates that are in the most, the lowest rates in history. They come back at 60, 70, 90 CPR, which means basically 80% of all the money you had invested comes back to you.

Play episode from 09:48
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app