The segment I took part in was aired tonight. By in large they presented my views reasonably well, but on one key point they did take the worst case from my four scenarios, which is not my central scenario, rated only a 20% chance, as I made clear when interviewed.
See the original article I published which outlines my thinking.
A fall of more than 40% in home prices would be over 3 years or so, and require the US financial markets to react to rising US Fed rates (corporate bonds are most exposed). This creates a GFC 2.0 (10 years or so after the original one). You can read my analysis here:
Watch the original live stream of my analysis:
