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The Default Cycle Is Coming With Melody Wright

Lead-Lag Live

00:00

Is There a Future for Housing? Or Is It Going to Be a Battle?

I was able to focus on lumber quite a bit, which is ultimately about housing starts and housing destruction. But me personally, you know, I stay out of housing because of my bias. And so this is not a fast process when you're at a bank. But this could become a very disart orderly process of these assets don't find themselves on those balance sheets. It's insane.

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