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.

Discuss the implications of student loans on the economy as mentioned in the text.

What strategies can be employed to identify which bonds are likely to perform poorly?