Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.
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Rates Are Changing, What Should We Do Now?
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26:12
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26:12
In this episode: FOMC decision (1:35) BTFP is officially ending (6:09) Discount Window proposal (7:55) Federal Reserve info on Discount Window collateral (Click here) Rates are changing, what should we do? (11:23) Upcoming investment strategy workshop (LEARN MORE) Two investment training opportunities (22:37) Bond Basics course (LEARN MORE) Communi…
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In this episode: Bond market review (2:14) Federal Reserve update (4:59) BTFP expiration FOMC membership changes Portfolio preparations for 2024 (10:12) Join us at the Fixed Income Institute (LEARN MORE) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could b…
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The Importance of Proactive Balance Sheet Management
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44:46
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44:46
In this episode: Special Guest: Darnell Canada from Darling Consulting Group Join us at the Fixed Income Institute (LEARN MORE) 1-on-1 mentoring - Professional development for community bankers (LEARN MORE) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who coul…
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Diving Into The World of Derivatives
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In this episode: Special Guest: Bob Newman from Chatham Financial Join us at the Fixed Income Institute (LEARN MORE) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will…
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Revisiting the Rate Setting Playbook
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In this episode: Special Guest: Neil Stanley from The Core Point Pressure Gauge for Bank Funding (Click here to try it!) Join us at the Fixed Income Institute (LEARN MORE) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Pl…
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The Ultimate Investment Resource for Community Bankers
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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: Results of FHFA review of FHLB (3:53) (Download FHFA Report) The Fixed Income Institute: The Ultimate Investment Training for Community Bankers (9:51) (LEARN MORE) If you have questi…
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Shaping Future Bankers: A Look Inside Pacific Coast Banking School
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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 bond markets & economic data (1:12) July MBS prepayment report (2:04) Investment Strategy Workshop in September! (3:31) (Learn More) Guest: Gretchen Claflin, Pacific Coast …
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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 bond markets & economic data (1:43) Coming Up! - GSBC Economic & Investment Forum (5:11) (Learn More) Past episodes on fixed-income security types (6:30) Municipal bonds (C…
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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 review (2;34) EMMA - A free muni bond resource (3:51) (Learn More) The basics of commercial mortgage-backed securities (7:38) What are commercial MBS? Call or prepayment …
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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 review (1:59) The latest MBS prepayment data (5:26) The basics of municipal bonds (6:51) What are municipal bonds? Benefits of muni bonds Types of municipal bonds Taxable…
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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 review (1:43) A follow-up to last week's episode (3:56) The four levels of risk (6:32) If you have questions about anything covered in this episode, please email me at Ch…
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What to Do When You're Not Investing
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22:51
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22:51
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: Q2 Bond market & interest rate update (2:12) The end of LIBOR (5:43) Question: What are make-whole calls? (7:13) Five Tips - What to do when you're not actively investing (10:33) If …
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Building & Managing a Bond Ladder
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18:43
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18:43
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 update / Powell comments (2:20) Texas Permanent School Fund update (5:58) Building and managing bond ladders (8:00) If you have questions about anything covered in th…
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The Effect of Interest Rates Then and Now
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55:16
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's a virtual treasurer? (1:23) Special Guest: Neil Stanley (2:43) Comparing historical and current interest rates Effect of rates then and now Investments Deposits Liquidity and …
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Information Overload & Cutting Through the Noise
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29:25
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: New Fed borrowing program and free guide (4:01) (DOWNLOAD HERE) Texas PSF update (8:29) Question: Managing information overload (11:06) Your "virtual Treasurer" (25:27) If you have q…
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Takeaways from the Silicon Valley Bank Failure
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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 ema…
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Where to Focus Your Investment Efforts in 2023
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24:35
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24:35
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…
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Why Every Financial Institution Needs an Investment Strategy
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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 Servic…
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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…
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Investment Hotspots in 2022 and Looking Ahead to 2023
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53:32
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…
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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 mo…
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Investment Conversations with the Board
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32:35
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…
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Upside Down - The Inverted Yield Curve
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25:31
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25:31
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 …
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The Return of Liquidity Management
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22:43
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22:43
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 …
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Managing Optionality in the Investment Portfolio
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33:49
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33:49
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 wo…
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Navigating the Bloomberg Yield Table
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25:17
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 (DOWN…
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5 Portfolio Management Tips for Trying Times
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27:03
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 tip…
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Beware the Muni De Minimis Rule!
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22:51
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22:51
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 …
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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 Re…
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Investment Training from Graduate School of Banking at Colorado
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38:26
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 Scho…
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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 …
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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 Availabl…
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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 ma…
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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 yi…
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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: Bon…
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Managing Broker-Dealer Relationships
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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 Vo…
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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…
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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 New…
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Mortgage Securities: Prepayment Risk
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38:01
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38:01
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 Di…
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Mortgage Securities: An Introduction
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25:20
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)…
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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: We review everything that has been going recently with the economy and financial markets Four simple questions to help you manage your investment portfolio in these challenging marke…
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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, I provide an update on where I’ve been and what I’ve been up to recently. I also share some important announcements and exciting developments! Tune in to discover: An important decis…
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Managing Your Two Investment Portfolios
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9:53
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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, I want to share with you one of the earliest investment principles I learned that helped make me a more effective portfolio manager. Tune in to discover: What my investment decision …
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Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed income investments. In this first episode, we'll start at the beginning with an introduction. I'll also discuss the first thing you should consider when it's time to make decisions about investment strategies for your p…
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