Jason Hartman talks with Dan Amerman, CFA and author of books such as Mortgage Securities and Collateralized Mortgage Obligations: Unlock The Secrets Of Mortgage Derivatives, about how a heavy handed Fed has changed how inflation and housing have correlate to each other, why the Fed reacts to quickly, what the Fed is setting interest rates up to do, and much more.
[3:46] The Federal Reserve is getting more heavy handed as years go by, and hints of a coming recession could lead to more intervention
[8:40] Housing tracked inflation better than gold until the Federal Reserve got real heavy handed after 2001
[13:29] The Fed reacts too quickly to things
[15:08] Dan’s prediction of where interest rates are about to head
[20:52] Certain Fed actions and yield curve inversions seem to have a correlation
[24:26] The 2 ways to look at inflation
[27:48] The self-liquidating debt