What you’re about to listen to is a conversation with Jeremy Siegel, distinguished professor of economics at Wharton, Jeremy Schwartz, CIO of WisdomTree, and Dave Goodson, head of securitized products at Voya Financial, and Jack Farley, who was a guest on this episode of the “Behind The Markets” podcast.
The first part of this discussion features Professor Siegel’s macro view on bonds, stocks, and the economy, and the second part of the conversation is devoted to Dave Goodson’s in-depth analysis of the world of securitized products, such as agency MBS, non-agency MBS, commercial MBS, and collateralized loan obligations (CLOs).
Original episode of “Behind The Markets”: https://podcasts.apple.com/us/podcast/behind-the-markets-podcast-jack-farley-dave-goodson/id1194707802?i=1000632103956
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Timestamps:
(00:000 Introduction
(01:06) Professor Jeremy Siegel on "Higher For Longer" And His Outlook On Stock Market
(08:42) Jack's Question For Professor Siegel
(09:07) Professor Jeremy Siegel on "Higher For Longer" And His Outlook On Stock Market
(10:51) Dave Goodson On Bond Market
(15:42) Does The Historic Cheapness of Agency mortgage-Backed Securities (MBS) Indicate Bank Funding Stress?
(21:41) Opportunities in Non-Agency Structured Products
(23:24) Dave Goodson On Non-Agency Commercial Mortgage-Backed Securities (CMBS)
(31:57) Is The Risk In Collateralized Loan Obligations (CLOs) Not Fully Priced?
(40:11) Private Credit CLOs
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
