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Content provided by Bond Investment Mentor LLC, Chris Nelson, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bond Investment Mentor LLC, Chris Nelson, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Managing Optionality in the Investment Portfolio

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Manage episode 334280752 series 3233643
Content provided by Bond Investment Mentor LLC, Chris Nelson, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bond Investment Mentor LLC, Chris Nelson, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 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 Basics Course (30:43) (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

  continue reading

44 episodes

Artwork
iconShare
 
Manage episode 334280752 series 3233643
Content provided by Bond Investment Mentor LLC, Chris Nelson, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bond Investment Mentor LLC, Chris Nelson, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 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 Basics Course (30:43) (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

  continue reading

44 episodes

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