Revisiting the Rate Setting Playbook

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