
#423: Retirement Funds In The Age Of Bitcoin with Matt Dines
TFTC: A Bitcoin Podcast
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The Decline of the Primary Residence Fund
The housing market in 2020 and 2021 was essentially subsidized by the fed i think they bought like 85 roughly of all agency mortgage backed security issuance 85 yes that's how if i in bloomberg you can scrape all q-sips so i put together these numbers myself. primary residence is the pillar if we start seeing a contraction and and home prices like we did in 2008 the problem just becomes worse like you enter gravity well. The last qe it was actually more agency mortgage backed securities like 2.9 trillion versus treasury bonds I'm looking um at the notes you sent me let's give a shout out to matt here uh i think you are the guests that have sent me the most detailed prep notes
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