Episodios

  • The Return of Prepayment Risk Management
    Apr 5 2025

    Welcome to Bond Investment Mentor! In this episode, Chris discusses prepayment risk, why it may be making a comeback, and how to manage this risk in investment portfolios.

    In this episode:

    • Celebrating five years of BIM1 (1:06)
    • Bond market update (2:40)
      • Bond rally and interest rates
      • Fed Chair Powell comments
      • The importance of "strategic patience"
    • What's happening with the GDPNow model? (7:30) - Check out Atlanta Fed GDPNow
    • The return of prepayment risk management (12:32)
    • How to work with Chris (36:00) (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

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    40 m
  • The Power Of Strategic Portfolio Management
    Mar 22 2025

    Welcome to Bond Investment Mentor! In this episode, Chris explores the power of strategic portfolio management and why it's essential for community financial institutions in today's uncertain environment.

    In this episode:

    • Upcoming training (2:10)
      • GSBC Executive Development Institute
      • Community Bank Performance Institute
      • Learn More
    • Federal Reserve update (4:00)
      • FOMC decision
      • Bowman nomination for Vice Chair
    • Interest rates and the yield curve (11:35)
    • The power of strategic investment portfolio management (15:16)
    • Investment Training - Bond Basics Course (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

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    38 m
  • 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 m
  • 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

    Más Menos
    29 m
  • 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

    Más Menos
    45 m
  • 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

    Más Menos
    36 m
  • 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

    Más Menos
    40 m
  • 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

    Más Menos
    23 m