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Live from Houston

The Compound and Friends

00:00

What Are You Looking At? Delinquency Status

The more closely correlated you are to Silicon Valley, the worse your returns are this year. Delinquency status is falling actually from 20 to 21%. And if you go back to look at 2007, 2008, it really clicked up really quickly. But again, that's back to that excess $1.2 trillion sitting in people's bank accounts.

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