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Gabriella Heffesse, chief operating officer at ACG Analytics, appeared on Real Vision to update her trade on housing finance and the GSEs. She analyzes recent developments, considers risks to the thesis and highlights a new way to take advantage of the opportunity in this interview with Brian Price.
Please click here to view the video.
From Seeking Alpha:
“Gabriella Heffesse did an interview talking about Fannie and Freddie. I will be passing this along anytime I get asked what’s the difference between commons and preferreds because I think she nails it. It’s probably the best one-on-one interview I’ve seen to date. She previously predicted the commons would go up over 100% and was right on target. Now, she predicts preferred will go up 100%. That’s in line with my expectations.”