Lykken On Lending

Lykken On Lending Created BY mortgage professional FOR mortgage professionals

The Lykken on Lending program will feature our Weekly Mortgage Updates with Adam DeSanctis and his MBA Mortgage Minute, and then Les Parker’s TMSpotlight, a macroeconomic perspective on the economy with a music parody. That leads to Matt Graham of MBS Live providing you a rate & market update, followed by Alice Alvey of Union Home providing a regulatory & legislative update, then we wrap up the fi

rst half of the program with Allen Pollack giving us a Tech Report of the latest technology impacting our industry. All the while Jack Nunnery who has a 38-year career in mortgage banking, and David will be expounding on each of the regulars segments.

11/13/2025

Is there really an AI bubble brewing? In this week’s AI Update, David Lykken and Pavan Agarwal dive deep into Michael Burry’s latest warning—drawing parallels to The Big Short while unpacking how today’s AI economy fundamentally differs from the 2008 mortgage meltdown. From NVIDIA’s massive chip-driven valuations to how depreciation schedules distort corporate earnings, Pavan breaks down what’s real risk, what’s market noise, and why the underlying infrastructure of AI is still a powerful long-term play. The conversation highlights what mortgage and fintech leaders should watch in OpenAI’s revenue trajectory, where corrections could emerge, and why the U.S.-built data center boom may be the biggest story of all.

11/06/2025

In this week’s AI Update, David Lykken sits down with Angel AI founder and CEO Pavan Agarwal to discuss the stunning $120 billion valuation validated by Liquid X—one of Silicon Valley’s most respected IP valuation firms. Agarwal reveals how 25 years of engineering, $100 million in personal investment, and a deep foundation in vectorized data positioned Angel AI to succeed precisely where others now admit limits to “general AI.” The conversation explores why vertical integration, intellectual property, and real-world data matter more than massive GPU farms, and how Angel AI’s architecture is reshaping the future of lending and capital markets.

10/30/2025

💡 The MBA is weighing in on the CFPB’s new Open Banking rule — calling for stronger data security, consumer opt-ins, and an end to risky screen scraping.
🔐 Innovation is good, but only when it’s safe.
🎧 Watch the full Lykken on Lending segment for what this means for lenders and consumers. https://tinyurl.com/yuzj5h8m

10/27/2025

An enhancement for underwriters that removes routine manual effort, allowing them to focus on high-value tasks. The mission: to deliver a decision-ready loan to a human underwriter, so they can focus on higher level reviews. Check out the full interview: https://tinyurl.com/26k3vatm

10/25/2025

🏡 Stop waiting for the perfect rate — start building your future.
In this Lykken on Lending MBA Annual recap, David Kittle reminds us that a quarter-percent drop won’t change your life — but taking action will.
🎙️ “Go out, buy the house, be positive, and quit worrying about some of the things out there.” Check out the commentary here: https://tinyurl.com/4mdvhd5f

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