Q&A for the Market Outlook from June 23, 2024

[@stevedudgeon291]

in terms of income, i don't think you are off. What has changed is # of people between 18 - 29 still living at home. Per bloomberg that # in september 2023 was at the same level as the great depression in the 1940s' In Canada per CBC multi-generational homes, especially for immigrants, has risen by 45% in the last 20 years. That shared housing provides more disposable income and rather than saving or paying down debt they are spending the excess money.

[@mihail4391]

Awesome content, as always

[@georgs79]

Hello Mark! Why higher rates pushe uo productivity? Can we say that there are situation when it decrease competition and slow productivity growth?

[@WesleyYappy-n1m]

22:30 23:11 52:20

[@georgs79]

Hello Mark! Can you please explain mechanics how repos are made on spread on AGNC balance.