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Harley Bassman discusses macroeconomic trends, investment strategies, and market insights, focusing on persistent inflation, fiscal deficits, passive equity flows, mortgage-backed securities, long-dated bond options, private credit, MLPs, and gold as an alternative currency.
Derek Pilecki of Gator Capital discusses his focused strategy on financial sector stocks, why recent credit concerns are overblown, and how he has successfully grown his hedge fund by focusing exclusively on financial stocks while outperforming the S&P 500.
The US mortgage market, a $13 trillion industry touching 50 million homeowners, is ripe for technological transformation. Industry experts discuss how new infrastructure and AI could lower costs, improve efficiency, and create a more transparent, less stressful experience for homeowners and lenders.