Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA

Yet Another Value Podcast

Marc Rubinstein, Founder and Editor of the Net Interest Newsletter (link to substack below), is back on the podcast to discuss his article titled, "The Trump Trade" and deep dive on Fannie Mae $FNMA.

For more information about Marc Rubinstein, please visit: https://www.netinterest.co/

Article on Trump Trade: https://www.netinterest.co/p/the-trump-trade

Chapters:

[0:00] Introduction + Episode sponsor: Daloopa

[1:40] Background and history of $FNMA

[17:07] Turning point in 2012 (background cont'd.)

[20:19] $FNMA privatization argument from last 10 years

[29:54] "The Trump Trade" and $FNMA

[42:03] Why didn't Trump privatize in first term / if Trump wins 2nd term, what happens if he's going to pursue a privatization plan? / what is the most likely scenario

[53:50] Final thoughts

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