In Episode 5 of the Rational Reminder podcast we discussed the following:

The stories we talked about:

The charts we talked about:

Source: Raymond Kerzhéro, PWL Capital

Source: Raymond Kerzhéro, PWL Capital

Source: Raymond Kerzhéro, PWL Capital

Source: Correlation Ventures

For more information or to contact Cameron and Ben, visit pwlcapital.com

RETHINKING MORTGAGE DEBT (EP.5)

The Rational Reminder Podcast