Deepak Narula

Deepak Narula, founder and co-CIO of Metacapital Management, dives into the mortgage market's potential upheaval. He discusses the impact of new tariffs, the privatization of Fannie Mae and Freddie Mac, and the negative convexity profile of mortgage-backed securities. Narula also addresses the risks of prepayment and stagflation while highlighting the opportunities presented by machine learning models. The conversation offers a glimpse into navigating current economic challenges and the evolving landscape of housing finance.