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Fannie Mae

4 statements across 4 episodes · 0 bullish · 2 bearish · 4 people on the record · first statement Jul 23, 2018 by Manny Friedman · said 13 times in 8 episodes since 2017 · across every show →

Mentions by year

brought up most by Manny Friedman (4), Don Mullen (2), Ted Seides (1), Robert Bukai (1), Rajiv Jain (1), Larry Kochard (1), Kieran Goodwin (1), Andy Redleaf (1)

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0031522017201820192020202120222023202420252026episodesmentions
0122017201820192020202120222023202420252026episodes it came up in
001.312.522017201820192020202120222023202420252026episodesmentions per episode
2026 2 mentions in 2 episodes 1 per episode
2025 1 mention in 1 episode
2023 2 mentions in 1 episode
2021 1 mention in 1 episode
2018 5 mentions in 2 episodes 3 per episode
2017 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Fannie Mae, oldest first

Jul 23, 2018 neutral
Assertion Partly supported
Friedman: Fannie and Freddie represented two-thirds of US GDP during 2008 crisis
“Fannie and Freddie were 10 times bigger than Lehman, yet it didn't have any knockoff impact. It was two-thirds of the GDP of the entire United States, Fannie and Freddie at the time.”
Manny Friedman Jul 23, 2018 ▶ 18:01 Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
Jun 7, 2021
Disclosure
A-Rod Corp refinances out initial real estate equity within two years
“We're buying units from anywhere from a hundred to 200,000 per door. We're putting in 75% Fannie Mae non-recourse debt. We put in 25% equity. We usually refi all our money out in two years, and we do it over and over again.”
Alex Rodriguez Jun 7, 2021 ▶ 37:06 Alex Rodriguez – Business after Baseball (Capital Allocators, EP.198)
Jun 29, 2023 bearish
Assertion Supported
Mullen: US housing shortage is between 3 and 7 million homes
“And whether you look at Stanford, Harvard, Fannie Mae, almost any economic analyst will tell you we're short somewhere between three and seven million houses.”
Don Mullen Jun 29, 2023 ▶ 25:54 Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
Jun 8, 2026 negative
Disclosure
Jain: Jain exited all banking and financial exposure in early 2007
“I got nervous in early 2007, so we had exited all our banking exposure and financial exposure.”
Rajiv Jain Jun 8, 2026 ▶ 17:03 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
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