Bond Investment Mentor®
44 episodes - English - Latest episode: 3 months ago - ★★★★★ - 21 ratingsAre you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.
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Episodes
Rates Are Changing, What Should We Do Now?
February 06, 2024 11:00 - 26 minutes - 18 MBIn 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 @ ...
Let's Get Ready for 2024!
January 17, 2024 11:00 - 28 minutes - 19.8 MBIn 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 fix...
The Importance of Proactive Balance Sheet Management
December 22, 2023 18:12 - 44 minutes - 30.8 MBIn 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 fi...
Diving Into The World of Derivatives
December 12, 2023 16:32 - 35 minutes - 24.6 MBIn 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! L...
Revisiting the Rate Setting Playbook
December 04, 2023 11:00 - 40 minutes - 27.5 MBIn 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 ...
The Ultimate Investment Resource for Community Bankers
November 16, 2023 11:00 - 23 minutes - 15.8 MBWelcome 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 t...
Shaping Future Bankers: A Look Inside Pacific Coast Banking School
August 14, 2023 10:00 - 39 minutes - 27.2 MBWelcome 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...
The Basics of SBA Securities
August 07, 2023 20:58 - 20 minutes - 14 MBWelcome 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 S...
The Basics of Commercial MBS
July 24, 2023 10:00 - 22 minutes - 15.6 MBWelcome 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 & co...
The Basics of Municipal Bonds
July 17, 2023 10:00 - 24 minutes - 17 MBWelcome 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 ...
The Four Levels of Risk
July 10, 2023 10:00 - 24 minutes - 17 MBWelcome 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...
What to Do When You're Not Investing
July 02, 2023 19:42 - 22 minutes - 15.7 MBWelcome 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 cou...
Building & Managing a Bond Ladder
June 23, 2023 22:50 - 18 minutes - 17.1 MBWelcome 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 t...
The Effect of Interest Rates Then and Now
April 24, 2023 10:00 - 55 minutes - 50.6 MBWelcome 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...
Information Overload & Cutting Through the Noise
April 11, 2023 10:00 - 29 minutes - 26.9 MBWelcome 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...
Takeaways from the Silicon Valley Bank Failure
March 12, 2023 20:04 - 18 minutes - 16.9 MBWelcome 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 podcas...
Where to Focus Your Investment Efforts in 2023
February 08, 2023 11:00 - 24 minutes - 22.5 MBWelcome 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 e...
Why Every Financial Institution Needs an Investment Strategy
January 08, 2023 17:24 - 28 minutes - 25.9 MBWelcome 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 ...
2022 Year-End Roundup
December 23, 2022 23:20 - 19 minutes - 17.6 MBWelcome 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 announcemen...
Investment Hotspots in 2022 and Looking Ahead to 2023
December 15, 2022 11:00 - 53 minutes - 49 MBWelcome 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 Inv...
The Basics of Hybrid ARMs
November 08, 2022 21:45 - 27 minutes - 24.9 MBWelcome 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 P...
Investment Conversations with the Board
October 05, 2022 19:04 - 32 minutes - 29.8 MBWelcome 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 i...
Upside Down - The Inverted Yield Curve
September 27, 2022 10:00 - 25 minutes - 23.4 MBWelcome 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 cu...
The Return of Liquidity Management
July 25, 2022 18:08 - 22 minutes - 20.8 MBWelcome 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 ...
Managing Optionality in the Investment Portfolio
July 13, 2022 10:00 - 33 minutes - 31 MBWelcome 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...
Navigating the Bloomberg Yield Table
June 30, 2022 20:13 - 25 minutes - 23.2 MBWelcome 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)...
5 Portfolio Management Tips for Trying Times
June 21, 2022 10:00 - 27 minutes - 24.8 MBWelcome 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 ques...
Beware the Muni De Minimis Rule!
June 12, 2022 11:00 - 22 minutes - 20.9 MBWelcome 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 municip...
Understanding Fed Funds Futures
June 03, 2022 20:52 - 21 minutes - 19.6 MBWelcome 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 kn...
Investment Training from Graduate School of Banking at Colorado
April 08, 2022 18:51 - 38 minutes - 35.2 MBWelcome 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 a...
Ouch! Those Unrealized Losses!
March 31, 2022 10:00 - 24 minutes - 22.3 MBWelcome 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) (Lear...
What Is Bond Convexity?
December 13, 2021 11:00 - 18 minutes - 17.1 MBWelcome 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 @ BondInvestmentMent...
What Is Bond Duration?
November 14, 2021 11:00 - 23 minutes - 21.6 MBWelcome 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 Latest inflation report & bond market reaction (...
Yield Spreads and Yield Curves
November 06, 2021 20:17 - 26 minutes - 24.7 MBWelcome 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 inves...
Understanding Bond Yield
September 27, 2021 10:00 - 24 minutes - 22.5 MBWelcome 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...
Managing Broker-Dealer Relationships
July 21, 2021 22:00 - 23 minutes - 21.4 MBWelcome 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 Graduate School of Banking at Colorado programs (8:58) For more information: BondI...
A Game of Risks
September 02, 2020 18:22 - 28 minutes - 25.8 MBWelcome 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) ...
The Wonderful World of CMOs
July 15, 2020 09:00 - 27 minutes - 25.4 MBWelcome 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 o...
Mortgage Securities: Prepayment Risk
June 22, 2020 09:00 - 38 minutes - 34.8 MBWelcome 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....
Mortgage Securities: An Introduction
June 13, 2020 01:34 - 25 minutes - 23.2 MBWelcome 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) ...
Now What?!
May 15, 2020 15:31 - 21 minutes - 19.5 MBWelcome 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 w...
Hey, I'm Back!
May 04, 2020 01:00 - 15 minutes - 14.1 MBWelcome 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 Ment...
Managing Your Two Investment Portfolios
November 12, 2019 11:00 - 9 minutes - 9.05 MBWelcome 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 understandi...
First Things First
October 12, 2019 20:26 - 13 minutes - 12.7 MBWelcome 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 ...