99 episodes

Produced by Capital Markets Today, host Louis Amaya, discusses capital markets, whole loan /MSR/ secondary trading, real estate and mortgage lending with industry experts.

Capital Markets Today Louis Amaya

    • Business
    • 5.0 • 3 Ratings

Produced by Capital Markets Today, host Louis Amaya, discusses capital markets, whole loan /MSR/ secondary trading, real estate and mortgage lending with industry experts.

    How To Hedge Real Estate Value Decline, John Dolan HomePriceFutures.com

    How To Hedge Real Estate Value Decline, John Dolan HomePriceFutures.com

    John Dolan's contact Info provided at the end of the podcast.
    Back in July, Redfin paid $610,000 for a two-bedroom single family home in Las Vegas and a few weeks later put it back on the market for $674,900.  However, Las Vegas quickly went into a home price correction and the property currently remains unsold with a list price of $499,900, 18% below the acquisition price.
    As a result of the nationwide decline in values, Redfin recently announced its shutting down its algorithm-run iBuyer business. 
    As the market changes direction, how can real estate related investors protect or hedge the downside of their portfolio?
    Joining the podcast to discuss hedging real estate is John Dolan with HomePriceFutures.com.

    • 27 min
    Home Price Decline, Daren Bloomquist, VP Market Economics at Auction.com

    Home Price Decline, Daren Bloomquist, VP Market Economics at Auction.com

    The housing slump is the economy’s biggest casualty so far from a series of Federal Reserve rate hikes designed to tame inflation.
    Lobbyists are scrambling to get help from Washington as housing the market demand tanks in response to rising interest rates and falling home prices.
    What do investors think?  Futures contracts on the Case Shiller Home Price 20 city Index which trades on the Chicago Mercantile Exchange are trading almost 20 points down from the peak of 327 a couple of months ago to 268 for January 2024 contracts.  This is slightly lower than what the index was pre-covid.
    Joining the podcast to discuss home values is Daren Blomquist, Vice President of Market Economics at Auction.com

    • 38 min
    CMT Provides Context & Clarity to KQED SB 1079 Criticism

    CMT Provides Context & Clarity to KQED SB 1079 Criticism

    Recently a nonprofit came under fire via an article published by a local NPR office in the California bay area, KQED.  Southside Community Development and Housing Corporation (SCDHC), a 501(c)(3) with operates its asset management business out of Encinitas CA to use the tools granted by SB 1079 to promote its mission of homeownership.
    This podcast will provide context and clarity to the outcomes in which the article tried to paint in a poor light for political purposes.

    • 52 min
    Gov. Financial Intervention in Response to Covid – Vossmeyer, Claremont McKenna

    Gov. Financial Intervention in Response to Covid – Vossmeyer, Claremont McKenna

    As the nation struggles to get back to some type normalcy, the reality is that we will see further shutdowns as we head into the winter months.   It’s impossible to forecast the full economic and financial impact of the pandemic, but we do know that many people are unlikely to return to normal work and economic consumption patterns anytime soon.  It’s also anticipated that  household and business defaults will likely increase and negatively affect the financial sector.  
    Joining the podcast to explain the federal government’s response and potential future intervention is Angela Vossmeyer, Assistant Professor of Economics at Claremont McKenna College and a Faculty Research Fellow at the National Bureau of Economic Research.  Dr. Vossmeyer’s research interests include econometrics, simulation-based inference, financial economics, financial crises, and economic history.

    • 35 min
    The Normalization of Distressed Debt Part 2 - The Unemployment Rate - Mini Pod

    The Normalization of Distressed Debt Part 2 - The Unemployment Rate - Mini Pod

    In the past few months millions of people have lost their jobs and we have seen the most rapid spike in unemployment in history.  This is not your typical unemployment event and the way the government reports the unemployment rate may not have caught up with the new economy.
    Welcome to Capital Markets Today.  I am producing a series of podcasts that demonstrate to investors why distressed debt, specifically, distressed real estate or (REO) and mortgage loans (NPL) may be a good investment to include in your investment portfolio.  Today I will focus on the unemployment rate that is being publish compared to the amount of people who are actually not working.

    • 8 min
    Why Distressed Debt - Crisis May Be Looming Part 1 - Mini Podcast

    Why Distressed Debt - Crisis May Be Looming Part 1 - Mini Podcast

    Welcome to Capital Markets Today.  I will be producing a series of podcasts that help explain to potential investors why distressed debt, specifically, distressed real estate or (REO) and mortgage loans (NPL) may be a good investment to include in your investment portfolio.  There are many issues brewing that could trigger increased REO and NPL opportunities besides the obvious Covid related problems being discussed in the news daily.  Today I will focus on one issue that could cause problems for decades to come.
    Currently, most of us are focused on the immediate impact of the Covid crisis, the shut down, unemployment, interest rates and government stimulus.  All these issues have caused the immediate scenario that we are operating in today, but what is the long-term impact?  And does this long-term impact create a long-term opportunity for NPL and REO buyers?
    As most of the news talks about enforcing mandatory lockdowns and handing out money to citizens, there has been a problem that has been rapidly expanding in the background.  In fact, this problem might create a crisis that will not just be felt in the next week, the next month, or even the next year, but it might be felt for several decades to come. 

    • 12 min

Customer Reviews

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3 Ratings

3 Ratings

Blake Stepan ,

Impressive

Great industry relevant podcast. Good host who knows how to interview. Excited to hear more!

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