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A Bird's-Eye View of the Bond Market

Merganser Capital Management

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A Bird’s-Eye View of the Bond Market offers real-time analysis and commentary covering the major themes and issues driving the U.S. investment grade markets. Subscribers will have the chance to hear from different members of the Merganser investment team, allowing listeners the opportunity to gain valuable perspective on corporate credit, securitized, government markets and the economy. The idea behind the creation of this podcast is simple: offer our listeners a consistent source of valuabl ...
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BIRDS EYE VIEW

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Introducing BIRDS EYE VIEW, a podcast that gives you a new perspective on women in prison. Made with women incarcerated in the north of Australia, the podcast takes you inside Sector Four, where scars and regret overlap with hope, horoscopes and beauty hacks. This 10-episode audio journey is the result of a two-year storytelling project involving more than 70 women imprisoned in the Darwin Correctional Centre. “We made this podcast ‘cause we want to shake things up and show you who we really ...
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The 2023 banking crisis brought to light significant vulnerabilities within the financial system, exemplified by the collapse of Silicon Valley Bank (SVB) and other financial institutions. To understand the underlying causes and potential ramifications, Alli Morse, Principal & Relationship Manager, conducted an insightful interview with Corporate C…
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With a few series under our belt, Bird's Eye View returns for some it's-too-early-to-tell caveating. The Jackson Holliday era has begun, but we are just as interested in the other, other kids. The post Episode 386: Mood Swings appeared first on Bird's Eye View.על ידי Bird's Eye View
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Explore the dynamic world of Treasury Markets with our latest podcast episode. Tune in as Mike Cloutier, Chief Marketing Officer at Merganser Capital engages in an insightful conversation with Todd Copenhaver, Deputy Chief Investment Officer, and Saloni Daga, Credit Analyst. Together, they delve deeper into the historic highs of US Government Debt,…
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Need a brief review of the fixed income markets as we head into year-end? This five-minute Q&A with Merganser’s CIO, Andy Smock, covers it all, including the path of interest rates, spread moves year-to-date, issuance patterns, our views across investment grade sectors, and our outlook for the macro environment.…
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West Coast baseball is upon us, so it's time for a return of #DongsAfterDark. We also weigh in (belatedly) on our franchise's ongoing national embarrassment. At least it's a different one, now? The post Episode 372: Taters Till Tomorrow appeared first on Bird's Eye View.על ידי Bird's Eye View
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Despite dropping a series against the Dodgers and Phillies (two playoff nemeses of the past) the Orioles won a feels-like-playoffs series against the Rays. This is pretty exciting stuff. The post Episode 370: The Lease We Could Do appeared first on Bird's Eye View.על ידי Bird's Eye View
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Sure, not everything is coming up roses for the Orioles, but things are still pretty good. We also bag on Adam Frazier on a night that he hits a clutch HR. Sounds about right for us. The post Episode 368: A Sense of Pride appeared first on Bird's Eye View.על ידי Bird's Eye View
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Things are getting harder. The Orioles are not firing on all cylinders, and they are not winning every series they play. But this is what you do when your team is good - you root through the hard times to make the good times all the sweeter. The post Episode 367: Seeking Truth appeared first on Bird's Eye View.…
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In fixed income, it is generally understood that bondholders are paid more to lend for longer, but with an inverted yield curve, this theory is being put to the test. How then, should investors position their short-term reserves in the current environment? Pile into money market funds which are currently outyielding short duration bond funds? Based…
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Spring Training is here (though it would be better for you if you weren't interested in seeing it on TV). The Orioles didn't do much in the offseason - let's see how it plays out! The post Episode 355: Yelling at Clouds appeared first on Bird's Eye View.על ידי Bird's Eye View
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It has been an eventful start to 2023, and among many topics, the Debt Ceiling is once again in the spotlight. Hear from host Mike Cloutier, Merganser’s Chief Marketing Officer, as he interviews Andy Smock, Merganser’s Chief Investment Officer, to discuss one of the key risks facing fixed income investors in 2023 – the US Treasury Debt Limit. Toget…
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In this episode, David Fishman, Merganser Deputy CIO and CMBS analyst, interviews Eric Draeger, CIO of Berkshire Residential Investments (“Berkshire”) on the state of the multi-family residential real estate market. Among other topics, they discuss multifamily housing fundamentals, rising rates and the health of the US consumer, as we brace for a p…
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Is now a good time to invest in the front-end of the yield curve? This five-minute Q&A with Merganser’s CIO, Andy Smock, discusses just that. Andy shares a few thoughts on the dramatic year thus far for fixed income markets, how relative value has shifted and a look forward over the next twelve months. He also provides some insight into the current…
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