Ordinarily, an economic recovery is a good thing for companies. But that's not necessarily the case for mortgage REITs. Ilan Moscovitz and Austin Smith discuss why a stronger economic recovery could lead to a reversal of fortunes for unusual dividend payers, including American Capital (AGNC +0.30%), Annaly Capital (NLY +0.38%), and Armour Residential (ARR +0.34%). Watch the video below for Ilan's take on the effects that unemployment and inflation could have on interest rates.