Birds Eye View สาธารณะ
[search 0]
เพิ่มเติม
ดาวน์โหลดแอปเลย!
show episodes
 
Artwork

1
A Bird's-Eye View of the Bond Market

Merganser Capital Management

Unsubscribe
Unsubscribe
รายเดือน
 
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 ...
  continue reading
 
Artwork

1
BIRDS EYE VIEW

StoryProjects

Unsubscribe
Unsubscribe
รายเดือน
 
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 ...
  continue reading
 
Loading …
show series
 
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.โดย Bird's Eye View
  continue reading
 
It is so, so great to have baseball back. We celebrate by playing reality TV games and reliving great moments from Opening Day. The post Episode 385: Glove is Blind appeared first on Bird's Eye View.โดย Bird's Eye View
  continue reading
 
The excitement is building for another incredible season of Orioles Baseball. Opening Day is just around the corner - how will you celebrate? The post Episode 383: Building Excitement appeared first on Bird's Eye View.โดย Bird's Eye View
  continue reading
 
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,…
  continue reading
 
Will the Orioles be GREAT or TERRIBLE? And why do we assume there is no reasonable option in between? The post Episode 382: The Best Worst Case Scenario appeared first on Bird's Eye View.โดย Bird's Eye View
  continue reading
 
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.โดย Bird's Eye View
  continue reading
 
We're back! Before we move into off-season mode, we review the Orioles' 2023 season, the painful offseason departure, and MLB awards season. The post Episode 380: Bird’s Eye Review appeared first on Bird's Eye View.โดย Bird's Eye View
  continue reading
 
The Orioles are good, and fun, and in a position to make a deep playoff run. This is weird and delightful. The post Episode 379: Only the Good Win 101 Games appeared first on Bird's Eye View.โดย Bird's Eye View
  continue reading
 
Zach Wilt of Baltimore Sports Report pinch hits for a travelling Scott. The guys talk surviving the rough patch and surviving rough pitching. The post Episode 377: Tin Can Confessional appeared first on Bird's Eye View.โดย Bird's Eye View
  continue reading
 
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.…
  continue reading
 
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.โดย Bird's Eye View
  continue reading
 
Sam Dingman stops by to talk through his emotions on the 2023 Orioles and to discuss his wonderful new podcast, Sports Explains the World. The post Episode 375: Unfurled Beeries appeared first on Bird's Eye View.โดย Bird's Eye View
  continue reading
 
Remember when the source of our embarrassment was the Oriolaes' on-the-field play, and not the ownership group? This is better, but not ideal. The post Episode 374: Picture Imperfect appeared first on Bird's Eye View.โดย Bird's Eye View
  continue reading
 
Remember when the source of our embarrassment was the Oriolaes' on-the-field play, and not the ownership group? This is better, but not ideal. The post Episode 373: John the Worst appeared first on Bird's Eye View.โดย Bird's Eye View
  continue reading
 
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.โดย Bird's Eye View
  continue reading
 
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.โดย Bird's Eye View
  continue reading
 
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.โดย Bird's Eye View
  continue reading
 
The BEVys are back! We get by with a little help from our friends, giving out faux hardware at the mid-summer awards show presented by Bird's Eye View. The post 11th Annual BEVy Awards appeared first on Bird's Eye View.โดย Bird's Eye View
  continue reading
 
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.โดย Bird's Eye View
  continue reading
 
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.…
  continue reading
 
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.โดย Bird's Eye View
  continue reading
 
HAPPY ADLEYVERSARY!!! After a year, the Birds are flying high, with the prospect that seems to actually be everyting (and more) that was promised. The post Episode 365: Adleyversary appeared first on Bird's Eye View.โดย Bird's Eye View
  continue reading
 
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…
  continue reading
 
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.โดย Bird's Eye View
  continue reading
 
We debate the quality of our manager, marvel at the quality of our opponent, weep at the quality of our RISP production. Careful: a great season is upon us. The post Episode 363: Raw Hyde appeared first on Bird's Eye View.โดย Bird's Eye View
  continue reading
 
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.โดย Bird's Eye View
  continue reading
 
There's plenty to panic about in this world. Let's not put the Baltimore Orioles on that list, just yet. The 2023 season is pretty OK, so far The post Episode 360: Pretty OK appeared first on Bird's Eye View.โดย Bird's Eye View
  continue reading
 
Spring Training is here (though it would be better for you if you weren't interested in seeing it on TV). The Orioles didn't do much in the offseason - let's see how it plays out! The post Episode 355: Yelling at Clouds appeared first on Bird's Eye View.โดย Bird's Eye View
  continue reading
 
It has been an eventful start to 2023, and among many topics, the Debt Ceiling is once again in the spotlight. Hear from host Mike Cloutier, Merganser’s Chief Marketing Officer, as he interviews Andy Smock, Merganser’s Chief Investment Officer, to discuss one of the key risks facing fixed income investors in 2023 – the US Treasury Debt Limit. Toget…
  continue reading
 
With the way this offseason has gone, we set our expectations, set them lower, and then lowered them again. At this point, our expectations have moved to Nashville. The post Episode 354: Lowered Expectations appeared first on Bird's Eye View.โดย Bird's Eye View
  continue reading
 
In this episode, David Fishman, Merganser Deputy CIO and CMBS analyst, interviews Eric Draeger, CIO of Berkshire Residential Investments (“Berkshire”) on the state of the multi-family residential real estate market. Among other topics, they discuss multifamily housing fundamentals, rising rates and the health of the US consumer, as we brace for a p…
  continue reading
 
Is now a good time to invest in the front-end of the yield curve? This five-minute Q&A with Merganser’s CIO, Andy Smock, discusses just that. Andy shares a few thoughts on the dramatic year thus far for fixed income markets, how relative value has shifted and a look forward over the next twelve months. He also provides some insight into the current…
  continue reading
 
We're running out of Orioles games, but we are not running out of enthusiasm for the 2022 Orioles experience. The post Episode 352: The Wonderful Thing About Tigers appeared first on Bird's Eye View.โดย Bird's Eye View
  continue reading
 
Jake and Scott are again parted by the cruelty of fate, and the Orioles continue to roll toward meaningful games in September. The post Episode 349: Beers in The Hague appeared first on Bird's Eye View.โดย Bird's Eye View
  continue reading
 
Loading …

คู่มืออ้างอิงด่วน