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A Bird's-Eye View of the Bond Market

Merganser Capital Management

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A Bird’s-Eye View of the Bond Market offers real-time analysis and commentary covering the major themes and issues driving the U.S. investment grade markets. Subscribers will have the chance to hear from different members of the Merganser investment team, allowing listeners the opportunity to gain valuable perspective on corporate credit, securitized, government markets and the economy. The idea behind the creation of this podcast is simple: offer our listeners a consistent source of valuabl ...
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BIRDS EYE VIEW

StoryProjects

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Introducing BIRDS EYE VIEW, a podcast that gives you a new perspective on women in prison. Made with women incarcerated in the north of Australia, the podcast takes you inside Sector Four, where scars and regret overlap with hope, horoscopes and beauty hacks. This 10-episode audio journey is the result of a two-year storytelling project involving more than 70 women imprisoned in the Darwin Correctional Centre. “We made this podcast ‘cause we want to shake things up and show you who we really ...
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We have to hope that the Orioles can ride mediocrity into a playoff berth. And that by the time they get there, they'll be healthy enough to compete. That's the magic of Orioles Baseball? The post Episode 399: We Won’t Stop appeared first on Bird's Eye View.Bird's Eye View
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We have to hope that the Orioles can ride mediocrity into a playoff berth. And that by the time they get there, they'll be healthy enough to compete. That's the magic of Orioles Baseball? The post Episode 398: Shohei Dongs After Dark appeared first on Bird's Eye View.Bird's Eye View
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Are the Orioles one of the best teams in Major League Baseball, or are they a team in complete free-fall? We ask the wrong questions and get the wrong answers, with the help of Avi Miller. The post Episode 397: Bases of Judgement appeared first on Bird's Eye View.Bird's Eye View
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The 2023 banking crisis brought to light significant vulnerabilities within the financial system, exemplified by the collapse of Silicon Valley Bank (SVB) and other financial institutions. To understand the underlying causes and potential ramifications, Alli Morse, Principal & Relationship Manager, conducted an insightful interview with Corporate C…
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With a few series under our belt, Bird's Eye View returns for some it's-too-early-to-tell caveating. The Jackson Holliday era has begun, but we are just as interested in the other, other kids. The post Episode 386: Mood Swings appeared first on Bird's Eye View.Bird's Eye View
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Explore the dynamic world of Treasury Markets with our latest podcast episode. Tune in as Mike Cloutier, Chief Marketing Officer at Merganser Capital engages in an insightful conversation with Todd Copenhaver, Deputy Chief Investment Officer, and Saloni Daga, Credit Analyst. Together, they delve deeper into the historic highs of US Government Debt,…
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It's the Bird's Eye View holiday spectacular (minus the spectacular part?). Have yourself a merry little offseason, Birdland! The post Episode 381: Now That’s What BEV Calls Christmas appeared first on Bird's Eye View.Bird's Eye View
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Need a brief review of the fixed income markets as we head into year-end? This five-minute Q&A with Merganser’s CIO, Andy Smock, covers it all, including the path of interest rates, spread moves year-to-date, issuance patterns, our views across investment grade sectors, and our outlook for the macro environment.…
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Things are certainly not trending in the right direction for the Orioles this week. That's OK - they're only looking at the most consequential series of the season, with the division on the line. The post Episode 376: Skid Steer appeared first on Bird's Eye View.Bird's Eye View
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West Coast baseball is upon us, so it's time for a return of #DongsAfterDark. We also weigh in (belatedly) on our franchise's ongoing national embarrassment. At least it's a different one, now? The post Episode 372: Taters Till Tomorrow appeared first on Bird's Eye View.Bird's Eye View
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The trade deadline has come and gone, and the Orioles have... done something? We discuss the "excitement" over the Orioles' newest acquisition. The post Episode 371: Participation Trophies appeared first on Bird's Eye View.Bird's Eye View
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Despite dropping a series against the Dodgers and Phillies (two playoff nemeses of the past) the Orioles won a feels-like-playoffs series against the Rays. This is pretty exciting stuff. The post Episode 370: The Lease We Could Do appeared first on Bird's Eye View.Bird's Eye View
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Sure, not everything is coming up roses for the Orioles, but things are still pretty good. We also bag on Adam Frazier on a night that he hits a clutch HR. Sounds about right for us. The post Episode 368: A Sense of Pride appeared first on Bird's Eye View.Bird's Eye View
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Things are getting harder. The Orioles are not firing on all cylinders, and they are not winning every series they play. But this is what you do when your team is good - you root through the hard times to make the good times all the sweeter. The post Episode 367: Seeking Truth appeared first on Bird's Eye View.…
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We're about to find out how much margin of error the Orioles hot start has bought them. They weren't going to win every series forever - it's what's next that matters. The post Episode 366: Hicksville appeared first on Bird's Eye View.Bird's Eye View
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In fixed income, it is generally understood that bondholders are paid more to lend for longer, but with an inverted yield curve, this theory is being put to the test. How then, should investors position their short-term reserves in the current environment? Pile into money market funds which are currently outyielding short duration bond funds? Based…
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The Baseball Widows pay us their annual visit, and we spend some time realizing that there are very good things happening in Birdland this season. The post Episode 364: The Good, the Good, and the Good appeared first on Bird's Eye View.Bird's Eye View
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Leading Off Scott returns to the show and we get him caught up on Orioles Baseball upon his return from Germany. Drink of the Week Join us for the Drink […] The post Episode 362: Wet and Wild appeared first on Bird's Eye View.Bird's Eye View
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