Mouth Noises: 50y, ISS, HF
Update: 2025-11-14
1
1Description
Katie and Matt discuss ASMR, 50-year mortgages, Fannie and Freddie, housing as a positional good, indentured servitude, assumable and/or portable mortgages, Matt’s mortgage rate, optimal exercise of prepayment options, proxy adviser competition, shareholder proposals, good governance, index fund voting, hedge fund talent constraints, gardening leave, the Black Death and the AI Ph.D. pipeline.
See omnystudio.com/listener for privacy information.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
