We don't expect housing prices to come down over medium term, says Sam Dunlap of Angel Oak Capital Advisors. The housing data to remain brisk in the second half of 2021 and into 2022, he adds. He expects the Fed to begin thinking about tapering at Jackson Hole. They see value in the non-agency mortgage-backed securities market. They favor shorter duration, higher quality non-agency products. They think the peak housing is still well into the future as the demand from the millennials continues.