What podcasts say about mortgage backed securities
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about mortgage backed securities
8 statements · 4 positive · 4 negative
Selected non-QM, jumbo, and non-agency mortgage securities look attractive.
“So they look a little bit more interesting to us.”
Open the episode · AI Blitz and US Borrowing Binge Are Disrupting Debt BenchmarksListen at 25:33
Mohammed bin Salman is in a precarious political position.
“MBS has got to be on very precarious political footing.”
Open the episode · 10/15/26: Trump Threatens To Use MOAB On Iran, Israel's New Security Doctrine, Leaked Ken Paxton AudioListen at 21:15
Asset-backed lending delivered more than an 11% return over the last 12 months.
“Asset-backed lending, as alternative credit, has delivered over an 11% return for us over the last 12 months.”
Open the episode · Talking Markets Podcast Series (Private Credit) with Marc Lipschultz (Blue Owl Capital)Listen at 2:20
2006 securitized loans became delinquent faster than older securitizations.
“loans securitized in 2006 were going delinquent at an incredibly rapid pace, far quicker than older securitizations.”
Open the episode · Why Private Equity's Software Bet Is Going to Zero | The Weekly WrapListen at 24:09
Seasoned non-agency mortgages can yield about 6.25% to 6.30%.
“you can get up around 6.25, 6.30 in what I think is a risk-free asset.”
Open the episode · Back-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)Listen at 19:15
Mortgage bonds have no credit risk under the stated structure.
“There's no credit risk in mortgage bonds.”
Open the episode · MacroVoices #550 Harley Bassman: In FED We TrustListen at 23:29
Further yield-curve inversion will worsen mortgage-bond conditions.
“And if the curve keeps inverting, It's going to get worse.”
Open the episode · MacroVoices #550 Harley Bassman: In FED We TrustListen at 28:52
Further yield-curve inversion will worsen mortgage-bond conditions.
“If the curve keeps inverting, It's going to get worse.”
Open the episode · MacroVoices #550 Harley Bassman: In FED We TrustListen at 28:53
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.