Bond Investment Mentor®: Recent Episodes
Chris Nelson, CFA
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.
Welcome to Bond Investment Mentor! In this episode, Chris examines the difference between "portfolio managers" and "bond collectors." He also discusses how to tell the difference, and how it's the most important step you can take to effective investment management.
In this episode:
- Market update (2:00)
- Portfolio managers vs. bond collectors (4:18)
- What makes your institution's investments a portfolio?
- How a portfolio works as a system
- How bond collections happen
- The accumulation process & the "drift"
- 3-question portfolio management gut check
- Creating a portfolio management framework with help from Nelson Capital Advisors (Learn More) (24:24)
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Connect with Nelson Capital Advisors
Interested in discussing how these concepts apply to your institution? I'd welcome the conversation.
- Email: Chris@NelsonCapitalAdvisors.com
- Phone: 207-420-2442
- Website: NelsonCapitalAdvisors.com
About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance.
Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities.
For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure.
Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.
Welcome to Bond Investment Mentor! In this episode, Chris discusses investment portfolio duration management and why it matters for community financial institutions. He also shares a four-step process to help you manage investment duration systematically.
In this episode:
- Market & Fed update (2:15)
- Changing Fed communications (4:29)
- Managing portfolio duration (10:19)
- The two definitions of duration
- Why managing investment duration matters
- Setting duration targets & portfolio management techniques
- Helping institutions with investment strategy development (Learn More) (32:54)
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Connect with Nelson Capital Advisors
Interested in discussing how these concepts apply to your institution? I'd welcome the conversation.
- Email: Chris@NelsonCapitalAdvisors.com
- Phone: 207-420-2442
- Website: NelsonCapitalAdvisors.com
About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance.
Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities.
For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure.
Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.
Welcome to Bond Investment Mentor! In this episode, Chris discusses the importance of a periodic strategic check-up for your institution's investment portfolio. He also shares six key checkpoints to help you evaluate the portfolio's current position.
In this episode:
- Market & Fed update (2:08)
- Update: FASB amendment to allow hedging HTM securities (6:44)
- A Mid-Year Strategic Portfolio Check-Up (10:23)
- Why a periodic check-up matters
- 6 key checkpoints to evaluate
- Free Download: Strategic Portfolio Check-Up Guide (29:52) (DOWNLOAD)
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.
Welcome to Bond Investment Mentor! In this episode, Chris explores what bond defeasance is, how it works, and how it affects you as an investor. He also discusses how to identify and analyze defeased securities.
In this episode:
- Market & Fed update (1:34)
- Understanding Defeasance (9:19)
- How defeasance works
- Municipal bonds & defeasance
- Commercial MBS & defeasance
- Analyzing defeased securities
- Why I do what I do (29:17)
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Connect with Nelson Capital Advisors
Interested in discussing how these concepts apply to your institution? I'd welcome the conversation.
- Email: Chris@NelsonCapitalAdvisors.com
- Phone: 207-420-2442
- Website: NelsonCapitalAdvisors.com
About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance.
Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities.
For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure.
Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.
Welcome to Bond Investment Mentor! In this episode, Chris breaks down callable step-up agency bonds. He explains how these agency bonds work and how these investments could deliver less than you expect. Chris also provides a framework for analyzing step-ups using Bloomberg screens and deciding whether they actually make sense for your institution's portfolio.
In this episode:
- Market & Fed update (1:43)
- Listener question: Discount MBS investments & a yield quirk (8:28)
- Understanding callable agencies (13:40)
- Callable step-up agency basics
- How to evaluate them (Download: Pre-Purchase Due Diligence Checklists)
- The challenges of call and coupon interaction
- Developing a step-up investment approach
- Boost your investment fundamentals with Bond Basics (Learn More) (26:55)
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Welcome to Bond Investment Mentor! In this episode, Chris explores callable agency bonds and examines what you're actually trading away when you buy these securities. He walks through how callable bonds work, the three main call structures you'll encounter, and the portfolio-level implications of giving up control to the issuer. You'll also learn which Bloomberg screens to use when analyzing callables and how to think strategically about whether these securities belong in your portfolio.
In this episode:
- Fed & Market Update (2:23)
- Proposed FHLB/FRB liquidity stress solution (9:02)
- Understanding callable agencies (11:40)
- Callable agency basics
- Types of call structures
- The yield/control trade-off
- Bloomberg screens for callable agency analysis
- The value of one-on-one mentoring (Learn More) (32:55)
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Welcome to Bond Investment Mentor! In this episode, Chris discusses the importance of establishing a solid investment pre-purchase due diligence process. He shares a four-question framework to help build a system that works both before and after the investment purchase.
In this episode:
- Fed & Market Update (2:08)
- Visa Class B repurchase offer (Visa announcement) (13:01)
- Your Pre-Purchase Due Diligence Process (18:08)
- Free download: Pre-Purchase Due Diligence Checklists (32:55)
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Welcome to Bond Investment Mentor! In this episode, Chris explores why most investment policies are built to fight the last crisis and how that reactive approach leaves institutions exposed to emerging risks. He shares a practical six-step approach for transforming your investment policy into a forward-looking strategic tool.
In this episode:
- Market & Rate Update (1:37)
- NEW! Sub-Debt Reference Guide (LEARN MORE) (6:09)
- Taking a Fresh Look at Your Investment Policy Statement (8:18)
- Looking Backward - The Reactive Approach
- What an Effective IPS Actually Is
- 6 Steps to Building a Forward-Looking IPS
- Working with Nelson Capital Advisors (29:23)
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Connect with Nelson Capital Advisors
Interested in discussing how these concepts apply to your institution? I'd welcome the conversation.
- Email: Chris@NelsonCapitalAdvisors.com
- Phone: 207-420-2442
- Website: NelsonCapitalAdvisors.com
About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance.
Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities.
For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure.
Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.
Welcome to Bond Investment Mentor! In this episode, Chris breaks down bank subordinated debt as community banks face a wave of refinancing offers. Learn what makes sub-debt riskier than typical bonds, the policy foundation required before investing, and how to perform independent credit analysis on these securities.
In this episode:
- Market & Rate Update (1:32)
- Follow-Up Investments/Liquidity Discussion on LinkedIn (7:51)
- Investing in Bank Sub-Debt (12:22)
- Coming in May - The Community Bank Performance Institute (39:31) (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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Welcome to Bond Investment Mentor! In this episode, Chris explores why strategic cash flow management should be your number one liquidity tool for managing the investment portfolio. Learn how to move from reactive scrambling to proactive liquidity planning, while protecting portfolio income and performance.
In this episode:
- Federal Reserve Update (1:13)
- FASB Comments on Hedging HTM Securities (7:12)
- Cash Flow Is King (12:45)
- Free 3-Day Investment Managers Playbook Series (28:46) (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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Welcome to Bond Investment Mentor! In this episode, Chris discusses prepayment risk, why it may be making a comeback, and how to manage this risk in investment portfolios.
In this episode:
- Celebrating five years of BIM1 (1:06)
- Bond market update (2:40)
- Bond rally and interest rates
- Fed Chair Powell comments
- The importance of "strategic patience"
- What's happening with the GDPNow model? (7:30) - Check out Atlanta Fed GDPNow
- The return of prepayment risk management (12:32)
- How to work with Chris (36:00) (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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Welcome to Bond Investment Mentor! In this episode, Chris explores the power of strategic portfolio management and why it's essential for community financial institutions in today's uncertain environment.
In this episode:
- Upcoming training (2:10)
- GSBC Executive Development Institute
- Community Bank Performance Institute
- Learn More
- Federal Reserve update (4:00)
- FOMC decision
- Bowman nomination for Vice Chair
- Interest rates and the yield curve (11:35)
- The power of strategic investment portfolio management (15:16)
- Investment Training - Bond Basics Course (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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
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)
- Community Bank Investments School (CBIS) (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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
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 benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
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 could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
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? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 Banking School (5:58)
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 (Click Here)
- Commercial MBS (Click Here)
- The basics of SBA securities (6:56)
- What are SBA securities?
- Variable-rate SBA pools
- Fixed-rate SBA pools
- SBAPs
- SBICs
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 protection benefits
- Agency CMBS types
- Fannie Mae - DUS, ACES
- Freddie Mac - Freddie Ks, FRESB
- Ginnie Mae - Project loans
- CMBS risks & considerations
- Download one of the BIM Investment Guides (Learn More)
- Pre-purchase due diligence checklists
- Fed BTFP guide
- Bloomberg yield table guide
- Broker due-diligence checklist
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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-equivalent yields
- Risks & other considerations
- Check out the Bond Basics course!
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 deposit management
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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 know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 investment efforts in 2023 (14:38)
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 investment strategy (13:52)
- Live training coming up! BIM Investment Strategy Workshop (REGISTER TODAY) (23:59)
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 guidance on legacy LIBOR-based adjustable mortgages (ARMs) (12:11)
- Fannie Mae announcement (LINK)
- Freddie Mac announcement (LINK)
- Update on Texas Permanent School Fund (13:26)
- Workshop coming in January! Building an Investment Strategy for Your Financial Institution (REGISTER TODAY) (15:53)
- 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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 HTM vs. AFS classification for investments
- Importance of good investment communications
- Investor hesitancy to make investments today
- Investment planning & considerations for 2023
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 behave
- Managing hybrid ARM risks
- Why invest in hybrid ARMs?
- Resource: Fixed-Income Pre-Purchase Checklists (24:24) (DOWNLOAD)
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 board (12:56)
- The board member's perspective
- 4 investment conversations
- Role of the investment portfolio
- Key fundamental investment concepts
- Relevant market information
- Investment updates & strategies
- BIG NEWS! New online training courses (27:23) (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 find more articles, tips, and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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?
- Understanding the "2s/10s" spread
- Historical curve inversion data
- What does an inverted yield curve mean?
- Investment considerations when the curve is inverted
- Online training with the Bond Basics Course (21:20) (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 find more articles, tips, and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 portfolio's role in managing liquidity
- 2 ways to manage liquidity in the portfolio
- Online training with the Bond Basics Course (20:12) (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 find more articles, tips, and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 affects securities and portfolios
- How to manage optionality
- Online training with the Bond Basics Course (30:43) (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 find more articles, tips, and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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)
- What are yield tables? (9:59)
- Yield table format (11:30)
- 4 Types of yield tables (16:13)
- YT (PSA format)
- YTR (CPR format)
- YTH (historical)
- YT BAM (Bloomberg model)
- FREE GUIDE: "Understanding the Bloomberg Yield Table" (22:12) (DOWNLOAD NOW)
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 find more articles, tips, and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
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)
- Free Download: Pre-Purchase Due Diligence Checklists (24:40) (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 find more articles, tips, and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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
- Tax treatment of muni bond price accretion
- Selling or buying deeply discounted municipal bonds
- Bloomberg resources: QTAX and FTAX
- Here's how you can work with Chris! (19:44) (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 find more articles, tips, and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
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 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 find more articles, tips, and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 Online Investment Course (35:12) (Learn More and Register Today)
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 find more articles, tips, and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 a community banker do? (15:36)
- NEW! Bond Basics Online Investment Course (20:32) (Learn More and Register Today)
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 find more articles, tips, and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 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 find more articles, tips and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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
- Effective duration vs. modified duration
- The two definitions of duration
- Latest inflation report & bond market reaction (12:32)
- Federal Reserve: Quarles resignation (14:11)
- Review of agency MBS prepayment report (15:04)
- LIBOR transition for community financial institutions (17:13)
- More information and OCC self-assessment tool: BondInvestmentMentor.com/OCCLibor
- Coming Up! Bond Investment Mentor Live Training on 11/17 (20:34)
- More Information: BondInvestmentMentor.com/LiveTraining
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 find more articles, tips, and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 factors that influence the shape of the yield curve
- Evaluating the yield curve for investment decisions
- Review of the Federal Open Market Committee (FOMC) meeting (17:39)
- New investment training program from Graduate School of Banking at Colorado (20:28)
- More information: BondInvestmentMentor.com/GSBCInvest
- COMING UP! Bond Investment Mentor Live Training on 11/17 (22:49)
- More information: BondInvestmentMentor.com/LiveTraining
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 change on fixed-rate SBA securities (9:05)
- Federal Register rule announcement
- Understanding Yield
- What is yield? (11:38)
- Relationship between yield and total return, coupon rate, and price (13:22)
- Yield to maturity (15:01)
- Current (or market) yield (17:24)
- Yield to call (18:03)
- Yield to worst (19:41)
- Tax-equivalent yield (20:09)
- Yields on mortgage-backed securities (21:02)
- Learn about 1-on-1 mentoring! (22:35)
- For more information: BondInvestmentMentor.com/mentoring
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 find more articles, tips and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
- LinkedIn: Christopher Nelson, CFA
- Facebook: 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:
- 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 Committee
- What’s the timeline for tapering and rates?
- Graduate School of Banking at Colorado programs (8:58)
- For more information: BondInvestmentMentor.com/Colorado
- Managing broker-dealer relationships (10:56)
- How many brokers should you have?
- Due diligence for new broker relationships
- Broker Check report - download at BrokerCheck.finra.org
- Managing existing broker relationships
- New resource! Broker-dealer due diligence checklist (20:51)
- Free download at BondInvestmentMentor.com/brokers
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 find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
- LinkedIn: Christopher Nelson, CFA
- Facebook: 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:
- 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 Soon!
- Join the Waiting List for New Courses
- 6 Investment Risks
-
1 - Credit risk (3 kinds)
- Default risk
- Downgrade risk
- Credit spread risk
-
2 - Interest rate risk
-
3 - Prepayment/option risk
-
4 - Extension risk
-
5 - Reinvestment risk
-
6 - Liquidity risk
-
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 find more articles, tips and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 Waiting List for New Courses
- The Wonderful World of CMOs
- What are collateralized mortgage obligations (CMOs)?
- Comparison of CMOs with mortgage-backed securities (MBS)
- Types of CMOs
- Overview of sequential structures
- Overview of "planned amortization class" (PAC) structures
- Why invest in CMOs?
- Risks of CMOs
- Bloomberg screens
- Yield tables: YT, YTR, YTH(?), YT BAM
- Structure pay down analysis (SPA)
- Cash flow graph (CFG)
- Weighted average life graph (WALG)
- Collateral composition (CLC)
- FFIEC high risk security test (FMED)
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 find more articles, tips and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 Spreadsheet
- MBS Prepayment & Prepayment Risk
- Review: What is prepayment?
- Voluntary vs. involuntary prepayment
- What is prepayment risk?
- Why is prepayment risk important?
- Measuring prepayment
- CPR
- CPB
- PSA
- Bloomberg yield tables
- YT
- YTR
- YTH
- YT BAM
- Managing prepayment risk
- What you do and don't control
- New (TBA) vs. alternative MBS types
- Collateral analysis
- What is extension risk?
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 find more articles, tips and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 Mortgage-Backed Securities (MBS)
- What are MBS?
- Key Terms
- Factor
- Weighted Average Coupon (WAC)
- Weighted Average Maturity (WAM)
- Weighted Average Loan Age (WALA)
- Weighted Average Life (WAL)
- What is Prepayment?
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 find more articles, tips and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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:
- 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 markets
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 find more articles, tips and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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, 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 decision that I’ve made that changes everything
- The launch of two new ventures
- Nelson Capital Advisors
- The new and improved Bond Investment Mentor
- Information about a FREE upcoming virtual learning series on community bank investment strategies
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!
If you're interested in more articles, tips and resources about fixed income investing and portfolio management, check out BondInvestmentMentor.com.
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: 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, 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 making originally looked like
- How a shift in my perspective became a game changer for me as a portfolio manager
- Identifying and understanding your two investment portfolios
- The importance of not just thinking about present investment needs and circumstances
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!
If you're interested in more articles, tips and resources about fixed income investing and portfolio management, check out BondInvestmentMentor.com.
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Twitter: @BondInvMentor
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 portfolio.
Tune in to discover:
- My origin story and background, and my reasons for creating the podcast
- What we'll be covering, including fixed income security characteristics and risks, portfolio management, the capital markets, and other related topics
- A common starting point for investment decision making, BUT not necessarily the best place to begin
- A better approach to planning investment strategies, and 4 reasons why it's a better place to start
Here's 3 ways you can help spread the word:
- Subscribe to the podcast via Apple, Google, Spotify, Stitcher and more!
- Leave a review (be honest!) to help others discover and learn more about the podcast.
- Share this episode with others that might be interested.
I'd love to hear from you. If you have questions that you'd like me to answer on the podcast, please send them to Chris @ BondInvestmentMentor.com.
If you're interested in more articles, tips and resources about fixed income investing and portfolio management, check out BondInvestmentMentor.com.
You can also connect with me on LinkedIn (Christopher Nelson CFA), Facebook (Bond Investment Mentor) and Twitter (@BondInvMentor). Let's catch up!