In the latest episode of the Wealthy Behavior podcast (transcript included), I talk to Ken Shinoda, a portfolio manager with DoubleLine Capital and head of their mortgage-backed securities team about the current bond market, mortgage-backed securities, and mortgage rates. We dig into:
-Opportunities and risks in today’s mortgage-backed securities market
-Where interest rates might be going in the next few months and next few years
-How mortgage rates are set and when they may drop
-What the bond market says about the economy now
-Why commingled vehicles are more efficient than buying individual bonds
-Why active bond management makes sense
Vanguard – the world’s biggest S&P 500 index fan – lays out two types of investments they expect to outperform going forward and I explain how you can add them to your portfolio.
Sharing our September Market Update podcast for listeners and an edited transcript for those readers.
A detailed wealth management checklist to use for a DIY financial check-up to make sure you’re taking the right steps to build wealth.
“The notion that investors directly determine their stock market exposure using the 10-Year Treasury yield can be overblown.”
Why rates are going up and what to do about it.
The investment and personal finance articles you need to read this week, podcast recommendation, chart of the week, investment quote of the week, and latest book recommendation.