Podcast Archives - Angel Oak Capital Advisors, LLC.: Recent Episodes
Angel Oak Capital Advisors
How should insurance companies think about liquidity in today’s evolving investment landscape? In this podcast episode, Angel Oak’s Adam Beeler hosts Nico Santini, CFA, Chief Investment Officer at Coverys, to discuss how insurers are approaching liquidity management, portfolio construction, and alternative investments. Drawing on decades of industry experience, Nico shares insights on balancing liquidity, capital efficiency, and risk while positioning portfolios for long-term opportunity.
The post Turning Liquidity Into Opportunity: A CIO’s Perspective on Modern Insurance Investing appeared first on Angel Oak Capital Advisors, LLC..
This month’s episode examines a stronger-than-expected payroll report that signals continued economic resilience—but with key caveats around sustainability. The team connects the dots across shifting Federal Reserve expectations, rising yields, and growing signs of consumer strain to deliver a more nuanced outlook for the second half of 2026.
The post Angel Oak Macro Blitz Podcast | June 2026 appeared first on Angel Oak Capital Advisors, LLC..
After years on the sidelines, banks are returning to mortgage-backed securities. This episode explores the forces driving the shift, from stronger balance sheets to a steepening yield curve, and what it signals for long-term MBS demand.
The post Angel Oak Macro Blitz Podcast | Banks Return to MBS appeared first on Angel Oak Capital Advisors, LLC..
The team breaks down a pivotal moment for markets: a cooling labor backdrop, inflation eventually easing toward the low-2% range, and the prospects of a new Fed Chair who could meaningfully reshape policy. From shifting consumer behavior to potential balance-sheet tightening, the discussion spotlights the key developments investors should watch as 2026 begins.
The post Angel Oak Macro Blitz Podcast | February 2026 appeared first on Angel Oak Capital Advisors, LLC..
Angel Oak’s Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, recently joined Leslie Falconio, Head of Taxable Fixed Income Strategy Americas at the UBS Chief Investment Office, for an in-depth conversation on the evolving landscape of Agency RMBS and the housing market, including the prospects and implications of 50-year and portable mortgages.
The post Clayton Triick Talks Agency RMBS and Housing Trends on UBS’s On-Air: Market Moves Podcast appeared first on Angel Oak Capital Advisors, LLC..
In this episode, we delve into the Federal Reserve’s unexpected tone shift following its latest interest rate cut, explore the outlook for the yield curve, and discuss the conclusion of quantitative tightening.
The post Angel Oak Macro Blitz Podcast | October Rate Cut appeared first on Angel Oak Capital Advisors, LLC..
With key economic data on hold due to the government shutdown, this month’s installment dives into what labor market trends, Federal Reserve interest rate cuts, and falling mortgage rates could mean for investors heading into year-end.
The post Angel Oak Macro Blitz Podcast | October 2025 appeared first on Angel Oak Capital Advisors, LLC..
This episode looks at how shifts in Federal Reserve policy, labor markets, and housing trends are shaping fixed income opportunities. The team also discusses consumer sentiment and its potential impact on fixed income portfolios heading into 2026.
The post Angel Oak Macro Blitz Podcast | September 2025 appeared first on Angel Oak Capital Advisors, LLC..
Check out the first episode of the Angel Oak Macro Blitz podcast, where we break down the June jobs report, inflation trends, housing market data, and what it all means for Fed policy in the months ahead.
The post Angel Oak Macro Blitz Podcast | July 2025 appeared first on Angel Oak Capital Advisors, LLC..
In this podcast, Angel Oak’s Adam Beeler and Clearwater’s Christina Spagnola explore how rated feeder fund structures help insurance companies navigate the complexities of investing in residential mortgage loans. They discuss the technology solutions that automate reporting, lower barriers to entry, and make regulatory compliance easier for insurers managing these alternative credit assets.
The post Unlocking Capital Efficiency with Rated Feeder Structures: Insights from Clearwater Analytics appeared first on Angel Oak Capital Advisors, LLC..
In this podcast, Angel Oak’s Adam Beeler and SS&C EVOLV’s Theresa Meawad discuss how insurers are tackling the challenges of CECL accounting amid a volatile credit environment. They highlight strategies for building scalable, auditable credit loss models and meeting evolving regulatory demands.
The post Navigating the Future of CECL: A Conversation with SS&C EVOLV appeared first on Angel Oak Capital Advisors, LLC..
Angel Oak’s Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, recently spoke with Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office, about the current fixed income landscape, including the impact of interest rates, inflation, and U.S. monetary policy, while highlighting investment opportunities in residential mortgage-backed securities.
The post Clayton Triick Rejoins Leslie Falconio on the UBS Fixed Income Conversation Corner Podcast appeared first on Angel Oak Capital Advisors, LLC..
Angel Oak Co-Founder and Group CIO Sreeni Prabhu joined the ATLalts podcast for a wide-ranging discussion about Angel Oak’s origin story and potential investment opportunities in structured credit.
The post From India to Milledgeville to $20 Billion in Assets: Sreeni Prabhu on the ATLalts Podcast appeared first on Angel Oak Capital Advisors, LLC..
In this podcast, Angel Oak’s Adam Beeler speaks with Christina Spagnolo, Senior Private Markets Solutions Consultant at Clearwater Analytics, about Clearwater’s evolution into a comprehensive solutions provider for insurance companies.
The post Insurance Insights Podcast: Residential Mortgage Loans (RML) Reporting with Clearwater Analytics appeared first on Angel Oak Capital Advisors, LLC..
Adam Beeler, Head of Institutional Sales at Angel Oak Capital Advisors, and Tom Hutchens, Executive Vice President of Production at Angel Oak Mortgage Solutions, discuss the potential opportunity surrounding second lien mortgages and home equity lines of credit.
The post Podcast: The Growing Opportunity Surrounding Second Liens and HELOCs appeared first on Angel Oak Capital Advisors, LLC..
Angel Oak’s Ward Bortz, ETF Portfolio Manager and Head of Distribution for U.S. Wealth, joined the ETF Central Podcast to discuss topics ranging from his background and career progression, the launch of Angel Oak’s ETF business in 2022, the firm’s differentiated approach to structured credit investing, and his thoughts on the future growth of mutual funds vs. ETFs.
The post Ward Bortz on the NYSE’s ETF Central Podcast appeared first on Angel Oak Capital Advisors, LLC..
Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, joined Chuck Jaffe on the Active Investment Company Alliance’s The NAVigator podcast to discuss interest rates, consumers, the housing market, and more.
The post Clayton Triick on The NAVigator Podcast: Mortgages are in a Fixed-Income Sweet Spot Now appeared first on Angel Oak Capital Advisors, LLC..
Angel Oak’s Clayton Triick, CFA, Head of Portfolio Management of Public Strategies, recently spoke with UBS’s Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office, about the landscape for residential mortgage-backed securities, including investment considerations around this space.
The post Clayton Triick on the UBS Fixed Income Conversation Corner Podcast with Leslie Falconio appeared first on Angel Oak Capital Advisors, LLC..
Senior Portfolio Manager, Colin McBurnette, spoke with Chuck Jaffe about the health of the U.S. housing market and investment opportunities within the securitized credit market.
The post Colin McBurnette on The NAVigator Podcast: Investment Opportunities in Housing and Securitized Credit appeared first on Angel Oak Capital Advisors, LLC..
Senior PMs Cheryl Pate, CFA and Johannes Palsson sat down with Adam Beeler to discuss the investment opportunities they are finding across financials in both equities and debt.
The post Podcast: Senior PMs Cheryl Pate and Johannes Palsson Discuss the Current Investment Opportunities in the Financial Sector appeared first on Angel Oak Capital Advisors, LLC..
Senior Portfolio Manager Colin McBurnette joined The Alternative Investment Podcast to share Angel Oak’s latest market outlook for 2023, break down our strategies in structured credit, and share how those strategies play an important role in investors’ portfolios given today’s environment.
The post Colin McBurnette on The Alternative Investment Podcast: Are Bonds the New Stocks? appeared first on Angel Oak Capital Advisors, LLC..
Senior Portfolio Manager Cheryl Pate, CFA spoke with Chuck Jaffe about expectations for the financial services sector in 2023.
The post Cheryl Pate on The NAVigator Podcast: End of the rate-hike cycle will pay off for banks in ’23 appeared first on Angel Oak Capital Advisors, LLC..
Listen to Angel Oak’s investment and product teams discuss the firm’s decision to launch an interval fund, and hear why they believe it is gaining traction among retail and institutional investors.
The post Podcast: Strategic Credit Fund Overview & Current Market Opportunities appeared first on Angel Oak Capital Advisors, LLC..
Listen to Angel Oak’s investment and product teams discuss the firm’s decision to launch an interval fund, and hear why they believe it is gaining traction among retail and institutional investors.
The post Podcast: Strategic Credit Fund Overview & Current Market Opportunities appeared first on Angel Oak Capital Advisors, LLC..
Listen to Angel Oak’s portfolio management team discuss performance in the first half of 2021 and explain how its strategies are positioned for potential opportunities in both structured and corporate credit.
The post 2021 Mid-Year Outlook Podcast appeared first on Angel Oak Capital Advisors, LLC..
Portfolio Manager Cheryl Pate discusses her approach to investing, community banks, and ESG.
The post Podcast: ValueWalk’s ValueTalks: Looking into Community Banks appeared first on Angel Oak Capital Advisors, LLC..
Listen to Portfolio Manager Cheryl Pate discuss Angel Oak's investment thesis and why community banks are well-positioned in today's market environment.
The post Podcast: Alternative Investments: An Interview with Cheryl Pate, CFA® appeared first on Angel Oak Capital Advisors, LLC..
Listen to Angel Oak's Financials team discuss the current fundamentals of community banks, M&A activity, and the investment opportunities in community banks going forward amid recent market volatility.
The post Podcast: Community Bank Update appeared first on Angel Oak Capital Advisors, LLC..