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. 

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.