Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35
Introduction
00:00 • 2min
The Last Bear Standing - Welcome Back, Jolie Polytuno
01:47 • 2min
Residential Lending Is Falling Off a Cliff
03:46 • 2min
What's Happening in Market World Around Mortgages?
05:55 • 2min
The Spread Between Jumbo and Conforming Mortgages
07:44 • 3min
Real Estate Spreads
11:02 • 2min
Real Estate Market - Is 2008 a Unique Market?
12:43 • 2min
Do You Think We're Following That Mistake Again?
14:30 • 4min
Is the Fed Controlling Inflation?
18:59 • 3min
The Housing Market Is Not as Liquid as the Stock Market
22:01 • 3min
Mortgage Bonds - Is There a Buyer Strike?
25:20 • 3min
The Fed-Induced Coma
28:00 • 2min
The Liquidity Crisis in the Mortgage Market
29:40 • 3min
Is the Fed-Induced Coma?
32:10 • 3min
Is There a Liquidity Freeze in Mortgage Markets?
34:44 • 2min
You and I Agree With 99%
36:26 • 2min
Is the Housing Crash Really Only for First Time Buyers?
38:00 • 5min
Home Buyers: The Last Bear?
42:48 • 2min
Do We Hold Off?
45:04 • 2min
What's the Tinder Keg in Market World?
46:34 • 2min
Is There a Liquidity Crisis?
48:32 • 2min
Home Builder's Traffic Is the Lowest Since the Great Financial Crisis
50:19 • 2min
There's Never Just One Cockroach
52:27 • 2min
Is That Really the Biggest Wall Street Story?
54:13 • 2min
The Fed Can't Blow Up, Is It?
56:39 • 2min
Is the American Dream Found in Renting?
58:27 • 4min
What Can Renters Do With Rising Rent Prices?
01:01:59 • 4min
The Fed's Aggressive Monetary Policy Tightening Is Getting Worse, Right?
01:05:48 • 2min
Credit Risk Transfers - What the Hell Are They?
01:07:44 • 3min
Do You Have Any Other Comments for First Time Buyers?
01:10:46 • 2min
Commercial Real Estate - What's Happening?
01:12:35 • 3min
The Only Thing Harder to Break Than Inflationary Expectations
01:15:34 • 2min
Last Bear, Any Final Thoughts on the Topic So Far?
01:17:24 • 2min
Is There a Way Out?
01:19:14 • 2min
I'll Be Here Playing Who Lets the Dogs Out, My Man!
01:21:09 • 3min


