TheBitCast

Mortgage REITs Are Back? Annaly CEO talks Rates, GSEs, and Housing

Podcast: Trends with Benefits · VanEck

Opublikowano: 2026-10-27

Explore why mortgage REITs are a macro play, not a real estate bet, how GSE reform shifted from IPO to policy tool, and why today's rate environment echoes Annaly's best decade, with Annaly Capital CEO David Finkelstein and VanEck's Ed Lopez.