『The Bond Investing Podcast with Fexingo: Treasuries, Corporate Bonds, and Fixed Income Strategy』のカバーアート

The Bond Investing Podcast with Fexingo: Treasuries, Corporate Bonds, and Fixed Income Strategy

The Bond Investing Podcast with Fexingo: Treasuries, Corporate Bonds, and Fixed Income Strategy

著者： Fexingo
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Lucas and Luna dissect the fixed-income markets with the precision of a bond trader reading a prospectus. Each episode tackles a single corner of the bond universe — from 2-year Treasury note auctions and inverted yield curves to investment-grade corporate debt, high-yield junk bonds, and municipal paper. The hosts anchor every conversation in real-time market data: today's 10-year yield move, the latest Fed funds rate expectation from CME FedWatch, credit spread widening in the energy sector. They explain how duration, convexity, and call provisions affect returns, and they do it without jargon for its own sake. Lucas walks through the mechanics of a bond ladder or a TIPS strategy while Luna asks the hard questions: Why does this matter for a retiree? How does a pension fund use this? What happens to a corporate bond portfolio when the economy tips into recession? The show serves professional investors, financial advisors, and serious individual bond buyers who want to understand the plumbing behind the price. Every episode is built around a live chart — the yield curve from , a corporate spread table, a CDS index move — but those visuals are described, not shown, so the conversation stands on its own as audio. By the end, you'll grasp not just what happened in bonds today, but the structural forces that will shape returns for months ahead. What happens to your 30-year Treasury when the next fiscal crisis hits? #FixedIncome #Treasuries #CorporateBonds #YieldCurve #FederalReserve #BondInvesting #Duration #CreditSpreads #HighYield #Munis #TIPS #BondLadder #PortfolioStrategy #Inflation #RecessionSignals #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
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  • Why the 30-Year Yield at 5 Percent Reshapes Bond Strategy

    Why the 30-Year Yield at 5 Percent Reshapes Bond Strategy
    2026/06/07
    The 30-year Treasury yield has touched 5 percent, a level not seen in decades. Lucas and Luna explore what that means for fixed-income investors — from pension funds to individual bondholders. They dissect the data: the long bond's yield has risen 20 basis points in a week while the 2-year stayed flat, pushing the curve steeper. They discuss why the 30-year matters more now than the 10-year, how it affects mortgage rates and corporate borrowing costs, and whether this is a buying opportunity or a warning sign. The hosts also examine the divergence between the 30-year and the Fed funds rate, and what it signals about inflation and fiscal risk. No fluff — just a clear, data-driven look at the bond market's biggest story this week. #30YearTreasury #Yield5Percent #BondMarket #FixedIncome #TreasuryYields #YieldCurve #SteepeningCurve #MortgageRates #CorporateBonds #PensionFunds #InflationExpectations #FiscalRisk #FedPolicy #RateHikes #BondInvesting #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    11 分
  • Bond Convexity Is Changing How Investors Trade the Curve

    Bond Convexity Is Changing How Investors Trade the Curve
    2026/06/07
    Lucas and Luna explore bond convexity — why it matters more in 2026 as yields hover near key levels. With the 10-year at 4.47% and the 30-year flirting with 5%, convexity is reshaping duration risk and hedging strategies. They break down how negative convexity in MBS and callable bonds surprises investors, and why the 2-10 spread at 38 basis points amplifies these effects. A must-listen for fixed-income pros navigating a flat curve. #BondConvexity #DurationRisk #NegativeConvexity #TreasuryYields #10YearYield #30YearYield #YieldCurve #FixedIncome #MBS #CallableBonds #Hedging #Finance #BondInvesting #FexingoBusiness #BusinessPodcast #Macro #PortfolioStrategy #RateRisk Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why MBS Spreads Are Tightening Despite Fed Rate Uncertainty

    Why MBS Spreads Are Tightening Despite Fed Rate Uncertainty
    2026/06/06
    Episode 35 dives into mortgage-backed securities, a corner of the bond market that's been quietly outperforming Treasuries in mid-2026. Lucas and Luna unpack why agency MBS spreads have tightened to post-2022 lows, how the Fed's runoff cap is creating a technical squeeze, and what this means for yield-hungry investors. With the 10-year Treasury around 4.47 and the 30-year near 5%, they ask whether MBS still offer enough compensation for prepayment risk. Specific numbers discussed: the current dollar roll premium in TBA contracts and the option-adjusted spread on current-coupon GNMA securities. #MBS #MortgageBackedSecurities #AgencyMBS #TBA #GNMA #FreddieMac #FannieMae #PrepaymentRisk #OptionAdjustedSpread #FedRunoff #QuantitativeTightening #TreasuryYields #10YearYield #30YearYield #YieldSpreads #FixedIncome #BondInvesting #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo
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    8 分
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