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Bear Market Math (EP.280)
Animal Spirits Podcast
Is It a Revolving Door or a Revolving Door?
Paul Tiambs' CFO says there's not going to be very many new homes built that will increase supply, which kind of stinks. Cal Shibet had a bet for 57 cents for above 7.5% on the peak 30 year fixed rate mortgage by December 29th, 2022. He got in on this and it's already up to 82%.
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