A few weeks ago when more details about the Johnson-Crapo bill were released, shares of Fannie Mae and Freddie Mac curiously tumbled nearly 40%. Did the details of this bill really change the investing thesis when it comes to Fannie and Freddie?

In this segment of The Motley Fool’s financials-focused show, Where the Money Is, banking analysts Matt Koppenheffer and David Hanson discuss the recent events impacting the GSEs, Janet Yellen's flub, and ignoring the broader market.