Birds Eye View 공개
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A Bird’s-Eye View of the Bond Market offers real-time analysis and commentary covering the major themes and issues driving the U.S. investment grade markets. Subscribers will have the chance to hear from different members of the Merganser investment team, allowing listeners the opportunity to gain valuable perspective on corporate credit, securitized, government markets and the economy. The idea behind the creation of this podcast is simple: offer our listeners a consistent source of valuabl ...
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Introducing BIRDS EYE VIEW, a podcast that gives you a new perspective on women in prison. Made with women incarcerated in the north of Australia, the podcast takes you inside Sector Four, where scars and regret overlap with hope, horoscopes and beauty hacks. This 10-episode audio journey is the result of a two-year storytelling project involving more than 70 women imprisoned in the Darwin Correctional Centre. “We made this podcast ‘cause we want to shake things up and show you who we really ...
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show series
 
Explore the dynamic world of Treasury Markets with our latest podcast episode. Tune in as Mike Cloutier, Chief Marketing Officer at Merganser Capital engages in an insightful conversation with Todd Copenhaver, Deputy Chief Investment Officer, and Saloni Daga, Credit Analyst. Together, they delve deeper into the historic highs of US Government Debt,…
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Need a brief review of the fixed income markets as we head into year-end? This five-minute Q&A with Merganser’s CIO, Andy Smock, covers it all, including the path of interest rates, spread moves year-to-date, issuance patterns, our views across investment grade sectors, and our outlook for the macro environment.…
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Things are getting harder. The Orioles are not firing on all cylinders, and they are not winning every series they play. But this is what you do when your team is good - you root through the hard times to make the good times all the sweeter. The post Episode 367: Seeking Truth appeared first on Bird's Eye View.…
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In fixed income, it is generally understood that bondholders are paid more to lend for longer, but with an inverted yield curve, this theory is being put to the test. How then, should investors position their short-term reserves in the current environment? Pile into money market funds which are currently outyielding short duration bond funds? Based…
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Leading Off Scott returns to the show and we get him caught up on Orioles Baseball upon his return from Germany. Drink of the Week Join us for the Drink of the Week, and let us know how you’re consoling yourself as you watch the O’s. Find us on Untappd […] The post Episode 362: Wet and Wild appeared first on Bird's Eye View.…
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It has been an eventful start to 2023, and among many topics, the Debt Ceiling is once again in the spotlight. Hear from host Mike Cloutier, Merganser’s Chief Marketing Officer, as he interviews Andy Smock, Merganser’s Chief Investment Officer, to discuss one of the key risks facing fixed income investors in 2023 – the US Treasury Debt Limit. Toget…
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In this episode, David Fishman, Merganser Deputy CIO and CMBS analyst, interviews Eric Draeger, CIO of Berkshire Residential Investments (“Berkshire”) on the state of the multi-family residential real estate market. Among other topics, they discuss multifamily housing fundamentals, rising rates and the health of the US consumer, as we brace for a p…
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Is now a good time to invest in the front-end of the yield curve? This five-minute Q&A with Merganser’s CIO, Andy Smock, discusses just that. Andy shares a few thoughts on the dramatic year thus far for fixed income markets, how relative value has shifted and a look forward over the next twelve months. He also provides some insight into the current…
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In this episode, Andy Smock, CIO and Todd Copenhaver, Deputy CIO break down the rapid repricing of fixed income assets year to date. They discuss recent inflation data, potential next steps from the Fed and how higher yields on the front-end of the curve have shifted the value proposition.저자 Merganser Capital Management
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