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
Introduction
00:00 • 5min
Inflation Expectations Are Coming in Fast
05:16 • 4min
The Fed's Predictions for Rate Hikes
09:07 • 5min
The Decline of the Stock Market
14:18 • 3min
The Fed's Argument for a 2% Inflation Rate
17:16 • 2min
The Bar for Cutting Is High
19:07 • 4min
The Stock Market and the Yield Curve
23:36 • 2min
The Path to Mortgage Finance
25:14 • 5min
Mike Pence's Chief Economist
30:30 • 3min
Shelter in the Storm
33:25 • 2min
The Importance of Pence in the Housing Market
35:38 • 3min
The Divergence Between Multi-Family and Single Family
38:22 • 2min
The Job Market Continues to Tighten
40:41 • 2min
The Direction of House Prices in the United States
42:39 • 3min
The State of the Housing Market
45:51 • 4min
The FHA's Plan to Report FHA Delinquencies
49:58 • 2min
Shelter in the Storm
51:37 • 3min
The Power of Personal Attacks in the Economy
54:58 • 3min
The Pros and Cons of Conification
57:30 • 2min
The Impact of the Pandemic on the Mortgage Market
59:36 • 3min
The Impact of Non Bank Services on the Mortgage Market
01:02:56 • 6min
The Fed's Response to the Great Recession
01:08:47 • 3min
The Importance of Fiscal Response to the Great Recession
01:11:49 • 3min
The Financial Fragileness of Mortgage Servicing
01:14:29 • 2min
The Fragilities of the Mortgage Finance System
01:16:58 • 4min