Bond Investment Mentor

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Silicon Valley Bank: What happened? Article by Marc Rubinstein (CLICK HERE) 7 Takeaways for community bankers If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: FOMC decision (2:13) Economic data review (4:27) Employment report Employment cost index ISM manufacturing & service indices MBS news:  Lower 15-year mortgage issuance (8:02) Question:  What do you do? (9:52) Where to focus your inv...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Year-end market & interest rate review (2:21) Federal Reserve news (6:29) FOMC minutes Kashkari comments (ARTICLE LINK) This week's economic data (11:27) Employment report ISM Services Index Why every financial institution needs an...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: FOMC decision & market reaction (2.04) Changes to FOMC membership (4:57) Federal Reserve comments on unrealized investment losses & tangible capital issues (6:35) New conforming loan limits for residential mortgages (10:02) Updated...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Coming in January! Building an Investment Strategy for Your Financial Institution (LEARN MORE)  (1:44) Conversation w/ Darnell Canada from Darling Consulting Group (5:45) The issue of negative tangible equity & FHLB funding Using HT...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: FOMC Rate Decision (1:36) Bond Market Review (5:43) 6 Tips to Managing Through Uncertainty (8:16) The Basics of Hybrid ARMs  What are hybrid ARMs? How are they different from other mortgage securities? Understanding how hybrid ARMs...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Quarter-end market review (2:29) Moody's report on municipal stress test results (7:43) Article on results (DOWNLOAD) Full report (DOWNLOAD) Listener question: Modified vs. effective duration (9:32) Investment conversations with the...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Federal Reserve & bond market update (3:01) What's the difference between WAL and duration? (8:07) Texas PSF program approaches its maximum capacity (10:33) The Inverted Yield Curve (13:27) What is an inverted yield curve? Understan...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: A question about yield tables (2:40) Bond market and economic review (6:15) The return of liquidity management (9:16) Heading back to the future w/ liquidity management 3 Factors to successful liquidity management The investment por...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Bond market and economic review (2:06) Federal Reserve update (4:31) July MBS prepayment report (8:25) Managing option risk/optionality (10:27) What is option risk?  How do options work?  2 types of optionality  How option risk affe...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Jerome Powell on Capitol Hill (1:49) Bond market review (4:22) RESOURCE:   Bond market holiday calendars (7:31) SIFMA market calendar (DOWNLOAD) Chatham Financial market calendar (DOWNLOAD) Navigating Bloomberg yield tables (9:30) W...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Chris makes an apology - Pre-FOMC drama (1:34) Federal Reserve rate decision (5:47) Highest mortgage rates since 1987 and prepayment/extension risk (10:27) 5 portfolio management tips when the markets are dicey (like now!) (12:27) F...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Economic & Market Review (1:42) Inflation report Consumer sentiment Consumer credit GDP Now (Q2) MBS Prepayment Data (6:58) Understanding the De Minimis Tax Rule (11:03) What is the de minimis rule? The de minimis threshold price Ta...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: May Market review (3:05) Fed Initiates Quantitative Tightening 2.0 (6:59) Understanding Fed Funds Futures (10:15) NEW!  Bond Basics Online Investment Course (18:44) ( Learn More and Register Today ) If you have questions about anyth...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: When did Treasury yields last rise as much as in March? (1:59) Review of March FOMC minutes (4:08) Latest MBS prepayment data (7:32) Guest: Michael Stevens - President, Graduate School of Banking at Colorado (9:25) NEW!  Bond Basics...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Recent Federal Reserve Moves and Comments (2:12) Bond Market Reactions and Treasury Yields (5:16) Unrealized Investment Losses (8:46) What do the losses represent? (9:36) What's the impact on financial institutions? (12:47) What can...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed income investments. In this episode: What Is Bond Convexity (2:01) Federal Reserve Update (10:01) William Dudley Article Listener Question: Bull and Bear Steepeners and Flatteners (12:29) 1-on-1 Mentoring Slots Available! ( Learn More and Apply Today ) If you have ques...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Understanding Duration (1:40) The two definitions of duration Accounting definition (Macauley duration) Portfolio management definition (Modified duration) Duration as a portfolio management tool 3 factors that influence duration Ef...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Understanding Yield Spreads (1:36) What is yield spread? Components of yield spread Effect of market conditions on yield spread Yield Curves (11:48) What are yield curves? What is yield curve slope? Types of yield curve shapes 3 fac...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Recent FOMC decision - it's almost Taper Time! (1:41) Steve Goldstein article (Marketwatch) Bloomberg tip:  Using the Paydown Information (PDI) screen (7:10) For more information:   BondInvestmentMentor.com/PDI Effect of SBA rule ch...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Monthly prepayment report update (3:13) Federal Reserve watch (5:14) What’s the timeline for tapering and rates? Article by Bill Dudley Potential changes to Fed Board of Governors Voting member rotation at Federal Open Market Commit...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed income investments.   In this episode: A Shift in How the Fed Approaches Monetary Policy Tracking the Types of Prepayment in a Mortgage Security  Voluntary vs. Involuntary Prepayment Bloomberg's Collateral Performance (CLP) Screen An Update on Online Courses Coming Soo...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed income investments.   In this episode: Review of Economic & Finance News June MBS Prepayment Report Review of FOMC Minutes Podcast Series on LIBOR  Podcast Series (Blog Article) Podcast: Bloomberg's "Odd Lots" Exciting News:  Online Courses Coming Soon! Join the Waitin...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed income investments.   In this episode: Review of Economic & Finance News May retail sales Fed Chair Powell's Capitol Hill appearances Weekly jobless claims Does Anyone Invest in Treasuries Anymore? MSRB Weekly COVID-19 Disclosure Summary  Link to Summary & Disclosure S...

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed income investments.   In this episode: Review of Economic & Finance News June Federal Open Market Committee (FOMC) Meeting Yield Curve Control ( Brookings Institution Article ) May Employment Report ( Joe Weisenthal Article ) NBER Recession Announcement Intro to Mortga...