Bond Investment Mentor

By 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 invest... more

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FAQs about Bond Investment Mentor:

How many episodes does Bond Investment Mentor have?

The podcast currently has 46 episodes available.

Bond Investment Mentor episodes:

June 03, 2022Understanding Fed Funds Futures
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
...more
22min
April 08, 2022Investment Training from Graduate School of Banking at Colorado
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
...more
39min
March 31, 2022Ouch! Those Unrealized Losses!
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
...more
25min
December 13, 2021What Is Bond Convexity?
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
...more
19min
November 14, 2021What Is Bond Duration?
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
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
...more
24min
November 06, 2021Yield Spreads and Yield Curves
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
...more
27min
September 27, 2021Understanding Bond Yield
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
...more
25min
July 21, 2021Managing Broker-Dealer Relationships
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
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
...more
24min
September 02, 2020A Game of Risks
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
...more
29min
July 15, 2020The Wonderful World of CMOs
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
...more
28min

FAQs about Bond Investment Mentor:

How many episodes does Bond Investment Mentor have?

The podcast currently has 46 episodes available.