Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 5min
The Importance of Convexity
04:54 • 6min
The Fed's Reaction to the Banking Problem of March
10:33 • 6min
How Much Is the Moving Rate?
16:11 • 2min
The Right Price for Mortgage Bonds
18:13 • 3min
The Inverted Yield Curve and the High Volatility of Mortgage Bonds
21:34 • 3min
The Opportunity in Commercial Mortgage Bonds
24:24 • 4min
The Inverted Curve: A Leading Indicator of a Recession
28:52 • 5min