Bond Investment Mentor®
by Chris Nelson, CFAAre 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.
Copyright: 2019-2023 Bond Investment Mentor LLC
Episodes
Ouch! Those Unrealized Losses!
24m · PublishedWelcome 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
What Is Bond Convexity?
18m · PublishedWelcome 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
What Is Bond Duration?
23m · PublishedWelcome 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
Yield Spreads and Yield Curves
26m · PublishedWelcome 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
Understanding Bond Yield
24m · PublishedWelcome 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
Managing Broker-Dealer Relationships
23m · PublishedWelcome 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
A Game of Risks
28m · PublishedWelcome 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
- #1 - Credit risk (3 kinds)
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
The Wonderful World of CMOs
27m · PublishedWelcome 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
Mortgage Securities: Prepayment Risk
38m · PublishedWelcome 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
Mortgage Securities: An Introduction
25m · PublishedWelcome 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
Bond Investment Mentor® has 44 episodes in total of non- explicit content. Total playtime is 19:59:04. The language of the podcast is English. This podcast has been added on August 24th 2022. It might contain more episodes than the ones shown here. It was last updated on May 18th, 2024 09:44.