Episodes

  • Rates Are Changing, What Should We Do Now?
    Feb 6 2024

    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

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    26 mins
  • Let's Get Ready for 2024!
    Jan 17 2024

    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

    Show more Show less
    29 mins
  • The Importance of Proactive Balance Sheet Management
    Dec 22 2023

    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

    Show more Show less
    45 mins
  • Diving Into The World of Derivatives
    Dec 12 2023

    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

    Show more Show less
    36 mins
  • Revisiting the Rate Setting Playbook
    Dec 4 2023

    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

    Show more Show less
    40 mins
  • The Ultimate Investment Resource for Community Bankers
    Nov 16 2023

    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

    Show more Show less
    23 mins
  • Shaping Future Bankers: A Look Inside Pacific Coast Banking School
    Aug 14 2023

    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

    Show more Show less
    40 mins
  • The Basics of SBA Securities
    Aug 7 2023

    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

    Show more Show less
    20 mins