Explore every episode of the podcast Bond Investment Mentor

Dive into the complete episode list for Bond Investment Mentor. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

	Title	Pub. Date	Duration
	Muni Due Diligence Made Simple	21 Aug 2026	00:33:03
Welcome to Bond Investment Mentor! In this episode, Chris presents a simple, practical approach to municipal bond due diligence for community financial institutions. In this episode: Returning to Pacific Coast Banking School (LEARN MORE) Market & Fed update (2:22) The return of the term premium (4:03) Municipal bond due diligence made simple (9:16) Two essential questions when evaluating muni bonds How am I getting paid? What's the likelihood I'll get paid? The pre-purchase due diligence approach The post-purchase due diligence approach Using EMMA for due diligence (CHECK OUT EMMA) Free Download: Pre-purchase due diligence checklists (30:10) (DOWNLOAD) 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 Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.
	Are You a Portfolio Manager or a Bond Collector?	06 Aug 2026	00:30:14
Welcome to Bond Investment Mentor! In this episode, Chris examines the difference between "portfolio managers" and "bond collectors." He also discusses how to tell the difference, and how it's the most important step you can take to effective investment management. In this episode: Market update (2:00) Portfolio managers vs. bond collectors (4:18) What makes your institution's investments a portfolio? How a portfolio works as a system How bond collections happen The accumulation process & the "drift" 3-question portfolio management gut check Creating a portfolio management framework with help from Nelson Capital Advisors (Learn More) (24:24) 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 Connect with Nelson Capital Advisors Interested in discussing how these concepts apply to your institution? I'd welcome the conversation. Email: Chris@NelsonCapitalAdvisors.com Phone: 207-420-2442 Website: NelsonCapitalAdvisors.com About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance. Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities. For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure. Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.
	Managing Portfolio Duration	23 Jul 2026	00:37:06
Welcome to Bond Investment Mentor! In this episode, Chris discusses investment portfolio duration management and why it matters for community financial institutions. He also shares a four-step process to help you manage investment duration systematically. In this episode: Market & Fed update (2:15) Changing Fed communications (4:29) Managing portfolio duration (10:19) The two definitions of duration Why managing investment duration matters Setting duration targets & portfolio management techniques Helping institutions with investment strategy development (Learn More) (32:54) 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 Connect with Nelson Capital Advisors Interested in discussing how these concepts apply to your institution? I'd welcome the conversation. Email: Chris@NelsonCapitalAdvisors.com Phone: 207-420-2442 Website: NelsonCapitalAdvisors.com About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance. Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities. For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure. Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.
	It's Time for a Mid-Year Checkup	03 Jul 2026	00:32:29
Welcome to Bond Investment Mentor! In this episode, Chris discusses the importance of a periodic strategic check-up for your institution's investment portfolio. He also shares six key checkpoints to help you evaluate the portfolio's current position. In this episode: Market & Fed update (2:08) Update: FASB amendment to allow hedging HTM securities (6:44) A Mid-Year Strategic Portfolio Check-Up (10:23) Why a periodic check-up matters 6 key checkpoints to evaluate Free Download: Strategic Portfolio Check-Up Guide (29:52) (DOWNLOAD) 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 Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.
	Decoding Bond Defeasance	19 Jun 2026	00:32:49
Welcome to Bond Investment Mentor! In this episode, Chris explores what bond defeasance is, how it works, and how it affects you as an investor. He also discusses how to identify and analyze defeased securities. In this episode: Market & Fed update (1:34) Understanding Defeasance (9:19) How defeasance works Municipal bonds & defeasance Commercial MBS & defeasance Analyzing defeased securities Why I do what I do (29:17) 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 Connect with Nelson Capital Advisors Interested in discussing how these concepts apply to your institution? I'd welcome the conversation. Email: Chris@NelsonCapitalAdvisors.com Phone: 207-420-2442 Website: NelsonCapitalAdvisors.com About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance. Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities. For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure. Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.
	Understanding Step-Up Agency Bonds	07 Jun 2026	00:31:14
Welcome to Bond Investment Mentor! In this episode, Chris breaks down callable step-up agency bonds. He explains how these agency bonds work and how these investments could deliver less than you expect. Chris also provides a framework for analyzing step-ups using Bloomberg screens and deciding whether they actually make sense for your institution's portfolio. In this episode: Market & Fed update (1:43) Listener question: Discount MBS investments & a yield quirk (8:28) Understanding callable agencies (13:40) Callable step-up agency basics How to evaluate them (Download: Pre-Purchase Due Diligence Checklists) The challenges of call and coupon interaction Developing a step-up investment approach Boost your investment fundamentals with Bond Basics (Learn More) (26:55) 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
	Callable Agency Bonds: Know the Trade-Offs	17 May 2026	00:42:14
Welcome to Bond Investment Mentor! In this episode, Chris explores callable agency bonds and examines what you're actually trading away when you buy these securities. He walks through how callable bonds work, the three main call structures you'll encounter, and the portfolio-level implications of giving up control to the issuer. You'll also learn which Bloomberg screens to use when analyzing callables and how to think strategically about whether these securities belong in your portfolio. In this episode: Fed & Market Update (2:23) Proposed FHLB/FRB liquidity stress solution (9:02) Understanding callable agencies (11:40) Callable agency basics Types of call structures The yield/control trade-off Bloomberg screens for callable agency analysis The value of one-on-one mentoring (Learn More) (32:55) 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
	Before You Buy: Your Pre-Purchase Due Diligence Process	30 Apr 2026	00:37:00
Welcome to Bond Investment Mentor! In this episode, Chris discusses the importance of establishing a solid investment pre-purchase due diligence process. He shares a four-question framework to help build a system that works both before and after the investment purchase. In this episode: Fed & Market Update (2:08) Visa Class B repurchase offer (Visa announcement) (13:01) Your Pre-Purchase Due Diligence Process (18:08) Free download: Pre-Purchase Due Diligence Checklists (32:55) 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
	When Did You Last Really Look at Your Investment Policy?	17 Apr 2026	00:33:22
Welcome to Bond Investment Mentor! In this episode, Chris explores why most investment policies are built to fight the last crisis and how that reactive approach leaves institutions exposed to emerging risks. He shares a practical six-step approach for transforming your investment policy into a forward-looking strategic tool. In this episode: Market & Rate Update (1:37) NEW! Sub-Debt Reference Guide (LEARN MORE) (6:09) Taking a Fresh Look at Your Investment Policy Statement (8:18) Looking Backward - The Reactive Approach What an Effective IPS Actually Is 6 Steps to Building a Forward-Looking IPS Working with Nelson Capital Advisors (29:23) 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 Connect with Nelson Capital Advisors Interested in discussing how these concepts apply to your institution? I'd welcome the conversation. Email: Chris@NelsonCapitalAdvisors.com Phone: 207-420-2442 Website: NelsonCapitalAdvisors.com About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance. Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities. For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure. Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.
	Investing in Bank Sub-Debt	06 Apr 2026	00:46:48
Welcome to Bond Investment Mentor! In this episode, Chris breaks down bank subordinated debt as community banks face a wave of refinancing offers. Learn what makes sub-debt riskier than typical bonds, the policy foundation required before investing, and how to perform independent credit analysis on these securities. In this episode: Market & Rate Update (1:32) Follow-Up Investments/Liquidity Discussion on LinkedIn (7:51) Investing in Bank Sub-Debt (12:22) Coming in May - The Community Bank Performance Institute (39:31) (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
	Cash Flow Is King	20 Mar 2026	00:33:33
Welcome to Bond Investment Mentor! In this episode, Chris explores why strategic cash flow management should be your number one liquidity tool for managing the investment portfolio. Learn how to move from reactive scrambling to proactive liquidity planning, while protecting portfolio income and performance. In this episode: Federal Reserve Update (1:13) FASB Comments on Hedging HTM Securities (7:12) Cash Flow Is King (12:45) Free 3-Day Investment Managers Playbook Series (28:46) (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
	The Return of Prepayment Risk Management	05 Apr 2025	00:39:55
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
	The Power Of Strategic Portfolio Management	22 Mar 2025	00:38:18
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
	Rates Are Changing, What Should We Do Now?	06 Feb 2024	00:26:12
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
	Let's Get Ready for 2024!	17 Jan 2024	00:28:53
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
	The Importance of Proactive Balance Sheet Management	22 Dec 2023	00:44:46
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
	Diving Into The World of Derivatives	12 Dec 2023	00:35:47
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
	Revisiting the Rate Setting Playbook	04 Dec 2023	00:40:06
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
	The Ultimate Investment Resource for Community Bankers	16 Nov 2023	00:23:01
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
	Shaping Future Bankers: A Look Inside Pacific Coast Banking School	14 Aug 2023	00:39:32
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
	The Basics of SBA Securities	07 Aug 2023	00:20:23
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
	The Basics of Commercial MBS	24 Jul 2023	00:22:46
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
	The Basics of Municipal Bonds	17 Jul 2023	00:24:44
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
	The Four Levels of Risk	10 Jul 2023	00:24:47
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 (1:43) A follow-up to last week's episode (3:56) The four levels of risk (6:32) 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
	What to Do When You're Not Investing	02 Jul 2023	00:22:51
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: Q2 Bond market & interest rate update (2:12) The end of LIBOR (5:43) Question: What are make-whole calls? (7:13) Five Tips - What to do when you're not actively investing (10:33) 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
	Building & Managing a Bond Ladder	23 Jun 2023	00:18:43
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: Federal Reserve update / Powell comments (2:20) Texas Permanent School Fund update (5:58) Building and managing bond ladders (8:00) 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
	The Effect of Interest Rates Then and Now	24 Apr 2023	00:55:16
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: What's a virtual treasurer? (1:23) Special Guest: Neil Stanley (2:43) Comparing historical and current interest rates Effect of rates then and now Investments Deposits Liquidity and deposit management 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
	Information Overload & Cutting Through the Noise	11 Apr 2023	00:29:25
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: New Fed borrowing program and free guide (4:01) (DOWNLOAD HERE) Texas PSF update (8:29) Question: Managing information overload (11:06) Your "virtual Treasurer" (25:27) 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
	Takeaways from the Silicon Valley Bank Failure	12 Mar 2023	00:18:29
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: Silicon Valley Bank: What happened? Article by Marc Rubinstein (CLICK HERE) 7 Takeaways for community bankers 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
	Where to Focus Your Investment Efforts in 2023	08 Feb 2023	00:24:35
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: FOMC decision (2:13) Economic data review (4:27) Employment report Employment cost index ISM manufacturing & service indices MBS news: Lower 15-year mortgage issuance (8:02) Question: What do you do? (9:52) Where to focus your investment efforts in 2023 (14:38) 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
	Why Every Financial Institution Needs an Investment Strategy	08 Jan 2023	00:28:18
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: Year-end market & interest rate review (2:21) Federal Reserve news (6:29) FOMC minutes Kashkari comments (ARTICLE LINK) This week's economic data (11:27) Employment report ISM Services Index Why every financial institution needs an investment strategy (13:52) Live training coming up! BIM Investment Strategy Workshop (REGISTER TODAY) (23:59) 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
	2022 Year-End Roundup	23 Dec 2022	00:19:11
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: FOMC decision & market reaction (2.04) Changes to FOMC membership (4:57) Federal Reserve comments on unrealized investment losses & tangible capital issues (6:35) New conforming loan limits for residential mortgages (10:02) Updated guidance on legacy LIBOR-based adjustable mortgages (ARMs) (12:11) Fannie Mae announcement (LINK) Freddie Mac announcement (LINK) Update on Texas Permanent School Fund (13:26) Workshop coming in January! Building an Investment Strategy for Your Financial Institution (REGISTER TODAY) (15:53) 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
	Investment Hotspots in 2022 and Looking Ahead to 2023	15 Dec 2022	00:53:32
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: Coming in January! Building an Investment Strategy for Your Financial Institution (LEARN MORE) (1:44) Conversation w/ Darnell Canada from Darling Consulting Group (5:45) The issue of negative tangible equity & FHLB funding Using HTM vs. AFS classification for investments Importance of good investment communications Investor hesitancy to make investments today Investment planning & considerations for 2023 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
	The Basics of Hybrid ARMs	08 Nov 2022	00:27:11
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: FOMC Rate Decision (1:36) Bond Market Review (5:43) 6 Tips to Managing Through Uncertainty (8:16) The Basics of Hybrid ARMs What are hybrid ARMs? How are they different from other mortgage securities? Understanding how hybrid ARMs behave Managing hybrid ARM risks Why invest in hybrid ARMs? Resource: Fixed-Income Pre-Purchase Checklists (24:24) (DOWNLOAD) 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
	Investment Conversations with the Board	05 Oct 2022	00:32:35
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: Quarter-end market review (2:29) Moody's report on municipal stress test results (7:43) Article on results (DOWNLOAD) Full report (DOWNLOAD) Listener question: Modified vs. effective duration (9:32) Investment conversations with the board (12:56) The board member's perspective 4 investment conversations Role of the investment portfolio Key fundamental investment concepts Relevant market information Investment updates & strategies BIG NEWS! New online training courses (27:23) (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
	Upside Down - The Inverted Yield Curve	27 Sep 2022	00:25:31
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: Federal Reserve & bond market update (3:01) What's the difference between WAL and duration? (8:07) Texas PSF program approaches its maximum capacity (10:33) The Inverted Yield Curve (13:27) What is an inverted yield curve? Understanding the "2s/10s" spread Historical curve inversion data What does an inverted yield curve mean? Investment considerations when the curve is inverted Online training with the Bond Basics Course (21:20) (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
	The Return of Liquidity Management	25 Jul 2022	00:22:43
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: A question about yield tables (2:40) Bond market and economic review (6:15) The return of liquidity management (9:16) Heading back to the future w/ liquidity management 3 Factors to successful liquidity management The investment portfolio's role in managing liquidity 2 ways to manage liquidity in the portfolio Online training with the Bond Basics Course (20:12) (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
	Managing Optionality in the Investment Portfolio	13 Jul 2022	00:33:49
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
	Navigating the Bloomberg Yield Table	30 Jun 2022	00:25:17
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: Jerome Powell on Capitol Hill (1:49) Bond market review (4:22) RESOURCE: Bond market holiday calendars (7:31) SIFMA market calendar (DOWNLOAD) Chatham Financial market calendar (DOWNLOAD) Navigating Bloomberg yield tables (9:30) What are yield tables? (9:59) Yield table format (11:30) 4 Types of yield tables (16:13) YT (PSA format) YTR (CPR format) YTH (historical) YT BAM (Bloomberg model) FREE GUIDE: "Understanding the Bloomberg Yield Table" (22:12) (DOWNLOAD NOW) 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
	5 Portfolio Management Tips for Trying Times	21 Jun 2022	00:27:03
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: Chris makes an apology - Pre-FOMC drama (1:34) Federal Reserve rate decision (5:47) Highest mortgage rates since 1987 and prepayment/extension risk (10:27) 5 portfolio management tips when the markets are dicey (like now!) (12:27) Free Download: Pre-Purchase Due Diligence Checklists (24:40) (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
	Beware the Muni De Minimis Rule!	12 Jun 2022	00:22:51
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: Economic & Market Review (1:42) Inflation report Consumer sentiment Consumer credit GDP Now (Q2) MBS Prepayment Data (6:58) Understanding the De Minimis Tax Rule (11:03) What is the de minimis rule? The de minimis threshold price Tax treatment of muni bond price accretion Selling or buying deeply discounted municipal bonds Bloomberg resources: QTAX and FTAX Here's how you can work with Chris! (19:44) (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!
	Understanding Fed Funds Futures	03 Jun 2022	00:21:23
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: May Market review (3:05) Fed Initiates Quantitative Tightening 2.0 (6:59) Understanding Fed Funds Futures (10:15) NEW! Bond Basics Online Investment Course (18:44) (Learn More and Register Today) 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
	Investment Training from Graduate School of Banking at Colorado	08 Apr 2022	00:38:26
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: When did Treasury yields last rise as much as in March? (1:59) Review of March FOMC minutes (4:08) Latest MBS prepayment data (7:32) Guest: Michael Stevens - President, Graduate School of Banking at Colorado (9:25) NEW! Bond Basics Online Investment Course (35:12) (Learn More and Register Today) 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
	Ouch! Those Unrealized Losses!	31 Mar 2022	00:24:18
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: Recent Federal Reserve Moves and Comments (2:12) Bond Market Reactions and Treasury Yields (5:16) Unrealized Investment Losses (8:46) What do the losses represent? (9:36) What's the impact on financial institutions? (12:47) What can a community banker do? (15:36) NEW! Bond Basics Online Investment Course (20:32) (Learn More and Register Today) 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
	What Is Bond Convexity?	13 Dec 2021	00:18:43
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: What Is Bond Convexity (2:01) Federal Reserve Update (10:01) William Dudley Article Listener Question: Bull and Bear Steepeners and Flatteners (12:29) 1-on-1 Mentoring Slots Available! (Learn More and Apply Today) 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
	What Is Bond Duration?	14 Nov 2021	00:23:34
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: Understanding Duration (1:40) The two definitions of duration Accounting definition (Macauley duration) Portfolio management definition (Modified duration) Duration as a portfolio management tool 3 factors that influence duration Effective duration vs. modified duration Latest inflation report & bond market reaction (12:32) Federal Reserve: Quarles resignation (14:11) Review of agency MBS prepayment report (15:04) LIBOR transition for community financial institutions (17:13) More information and OCC self-assessment tool: BondInvestmentMentor.com/OCCLibor Coming Up! Bond Investment Mentor Live Training on 11/17 (20:34) More Information: BondInvestmentMentor.com/LiveTraining 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
	Yield Spreads and Yield Curves	06 Nov 2021	00:26:58
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: Understanding Yield Spreads (1:36) What is yield spread? Components of yield spread Effect of market conditions on yield spread Yield Curves (11:48) What are yield curves? What is yield curve slope? Types of yield curve shapes 3 factors that influence the shape of the yield curve Evaluating the yield curve for investment decisions Review of the Federal Open Market Committee (FOMC) meeting (17:39) New investment training program from Graduate School of Banking at Colorado (20:28) More information: BondInvestmentMentor.com/GSBCInvest COMING UP! Bond Investment Mentor Live Training on 11/17 (22:49) More information: BondInvestmentMentor.com/LiveTraining 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
	Understanding Bond Yield	27 Sep 2021	00:24:31
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: Recent FOMC decision - it's almost Taper Time! (1:41) Steve Goldstein article (Marketwatch) Bloomberg tip: Using the Paydown Information (PDI) screen (7:10) For more information: BondInvestmentMentor.com/PDI Effect of SBA rule change on fixed-rate SBA securities (9:05) Federal Register rule announcement Understanding Yield What is yield? (11:38) Relationship between yield and total return, coupon rate, and price (13:22) Yield to maturity (15:01) Current (or market) yield (17:24) Yield to call (18:03) Yield to worst (19:41) Tax-equivalent yield (20:09) Yields on mortgage-backed securities (21:02) Learn about 1-on-1 mentoring! (22:35) For more information: BondInvestmentMentor.com/mentoring 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
	Managing Broker-Dealer Relationships	21 Jul 2021	00:23:21
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: Monthly prepayment report update (3:13) Federal Reserve watch (5:14) What’s the timeline for tapering and rates? Article by Bill Dudley Potential changes to Fed Board of Governors Voting member rotation at Federal Open Market Committee Graduate School of Banking at Colorado programs (8:58) For more information: BondInvestmentMentor.com/Colorado Managing broker-dealer relationships (10:56) How many brokers should you have? Due diligence for new broker relationships Broker Check report - download at BrokerCheck.finra.org Managing existing broker relationships New resource! Broker-dealer due diligence checklist (20:51) Free download at BondInvestmentMentor.com/brokers 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
	A Game of Risks	02 Sep 2020	00:28:08
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: A Shift in How the Fed Approaches Monetary Policy Tracking the Types of Prepayment in a Mortgage Security Voluntary vs. Involuntary Prepayment Bloomberg's Collateral Performance (CLP) Screen An Update on Online Courses Coming Soon! Join the Waiting List for New Courses 6 Investment Risks #1 - Credit risk (3 kinds) Default risk Downgrade risk Credit spread risk #2 - Interest rate risk #3 - Prepayment/option risk #4 - Extension risk #5 - Reinvestment risk #6 - Liquidity 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

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