Hidden Mortgage Market Shifts Are Creating Opportunities | Matt Jozoff of Trevally Capital
Other People's Money with Max Wiethe
Fluctuations in the Fixed Income Market
This chapter examines the recent shifts in the fixed income market with a focus on treasuries and mortgages amid economic changes like tariffs. It highlights key themes such as inflation pressures, recession risks, and investor strategies regarding private credit versus government-backed mortgages. The discussion also covers the current mortgage market dynamics, including refinancing challenges and the rise of non-bank lenders, while providing insights into delinquency trends and potential government policy impacts.
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