The Next Subprime (EP.52)

<p><span style= "caret-color: #000000; color: #000000; font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; display: inline !important; float: none;"> The housing market, homebuilder stocks, how much mortgage rates matter to the economy, what if there is no next subprime, how to think about inflation and your portfolio, the difficulty of owning bonds when inflation is rising, the Fed's thoughts on inverted yield curves, where chocolate milk comes from, asset location and much more. </span></p> <p style= "margin: 0.0px 0.0px 0.0px 0.0px; line-height: 18.0px; font: 16.0px Times; color: #000000; -webkit-text-stroke: #000000;"> <span style="font-kerning: none;">Find complete shownotes on our blogs...</span></p> <p style= "margin: 0.0px 0.0px 0.0px 0.0px; line-height: 18.0px; font: 16.0px Times; color: #0000e9; -webkit-text-stroke: #0000e9;"> <span style="font-kerning: none; color: #000000;">Ben Carlson’s <a href="http://awealthofcommonsense.com/podcast/"><span style= "font-kerning: none; color: #0000e9;"><u>A Wealth of Common Sense</u></span></a></span></p> <p style= "margin: 0.0px 0.0px 0.0px 0.0px; line-height: 18.0px; font: 16.0px Times; color: #0000e9; -webkit-text-stroke: #0000e9;"> <span style="font-kerning: none; color: #000000;">Michael Batnick’s <a href="http://theirrelevantinvestor.com/podcast/"><span style= "font-kerning: none; color: #0000e9;"><u>The Irrelevant Investor</u></span></a></span></p> <p style= "margin: 0.0px 0.0px 0.0px 0.0px; line-height: 18.0px; font: 16.0px Times; color: #000000; -webkit-text-stroke: #0000e9;"> <span style="font-kerning: none;">Like us on <a href= "https://www.facebook.com/Animal-Spirits-1950067038578349/"><span style="font-kerning: none; color: #0000e9; -webkit-text-stroke: 0px #0000