Greg Lippmann Says CMBS Sector 'Priced for Horrible'

The video discusses concerns in the real estate market, focusing on the difference between market expectations and reality. It highlights issues in the CNBS sector, noting the impact of political correctness and indiscriminate selling. Historical examples like subprime mortgages and student loans are used to illustrate market behavior. The video concludes with strategies for investing in CNBS by leveraging technology and data to identify opportunities.

What is a key factor that influences market reactions according to the speaker?

• The number of investors

• The actual performance of the market

• The difference between expectations and reality

• The political climate

How does the speaker describe the CNBS sector?

• As a non-politically correct asset

• As a highly profitable sector

• As a politically correct asset

• As a sector with no issues

What past market issue does the speaker compare to the current CNBS situation?

• The tech bubble

• Subprime mortgages

• The dot-com bubble

• Cryptocurrency crash

What is the speaker's view on the pricing of the CNBS sector?

• It is priced for excellence

• It is priced for stability

• It is priced for mediocrity

• It is priced for horrible outcomes

What skills does the speaker emphasize for investing in CNBS?

• Marketing and sales skills

• Technology, data, and underwriting skills

• Legal and compliance skills

• Networking and communication skills