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:

1. Subscribe to the podcast via Apple, Google, Spotify, Stitcher and more!
2. Leave a review (be honest!) to help others discover and learn more about the podcast.
3. 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!