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Sleeping On Steepening with Clark Briner of Revere Capital

RiskReversal Pod

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The Parallels Between 070809 and CMBS

There are definitely similarities. There is there are some differences. The opportunity set, we're in the first phases of the late right now. CMBS is stunningly damn. It's almost 75% lowest since 2010. We're seeing the front end of us. We're see just the cracks.

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