6.12.26 Shrinkflation and Credit; The Disciplined Investor’s Andrew Horowitz on Asset Classes; Prepayment Trends

Today's episode includes a look how inflation at the consumer and producer levels are leading to "shrinkflation." Plus, Robbie interviews The Disciplined Investor’s Andrew Horowitz on how investors assess what assets to invest in, and a portfolio manager’s perspective on the current economic environment, and risk diversification as it pertains to MBS. And we close by going through the latest prepayment trends and performance in the mortgage sector.

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The Chrisman Commentary is your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.