The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Content provided by Jack Farley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Farley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Hidden Mortgage Market Shifts Are Creating Opportunities | Matt Jozoff of Trevally Capital
Manage episode 478768271 series 3627237
Content provided by Jack Farley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Farley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Matt Jozoff, co-CEO, Portfolio Manager, and Head of Macro Research at Trevally Capital joins Other People’s Money, to discuss how trends like the growth in the Ginnie Mae market, low credit borrowers and non-bank originators, and other factors are affecting mortgage prepayments and creating opportunities in the mortgage market for firms like Trevally Capital. He also discusses how Trevally Capital is looking to extract alpha from these opportunities and build a world-class institutional asset manager with the backing of partners like The Raptor Group and Seaport Global Securities.
Learn more about Trevally Capital: https://www.trevallycapital.com/
Follow Max on X: https://x.com/maxwiethe
Follow Other People’s Money on:
Apple Podcast https://bit.ly/4e7QJ1M
Spotify https://bit.ly/3Yhaazi
YouTube https://bit.ly/3C63VXR
Timestamps
00:00 Intro
01:33 Post-Tariff Fixed Income Market Update
06:49 Recent Mortgage Market Developments
10:45 Ginnie Mae Mortgages
12:04 Not Calling For Another Mortgage Crisis
13:42 Nobody Can Afford Refinancing
17:24 Trump Admin and Fannie & Freddie
21:08 Factors Affecting Mortgage Prepayments
28:27 Day one Institutional Quality
34:53 Prepayments Part II
39:04 Importance of Seed Investors like Raptor & Seaport Global
42:07 Hedge Fund Seed Investing is Venture Capital
43:55 Peers & Competitors in the Mortgage Market
49:36 Physics & Cincinnati Connection
99 episodes
Share
Manage episode 478768271 series 3627237
Content provided by Jack Farley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Farley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Matt Jozoff, co-CEO, Portfolio Manager, and Head of Macro Research at Trevally Capital joins Other People’s Money, to discuss how trends like the growth in the Ginnie Mae market, low credit borrowers and non-bank originators, and other factors are affecting mortgage prepayments and creating opportunities in the mortgage market for firms like Trevally Capital. He also discusses how Trevally Capital is looking to extract alpha from these opportunities and build a world-class institutional asset manager with the backing of partners like The Raptor Group and Seaport Global Securities.
Learn more about Trevally Capital: https://www.trevallycapital.com/
Follow Max on X: https://x.com/maxwiethe
Follow Other People’s Money on:
Apple Podcast https://bit.ly/4e7QJ1M
Spotify https://bit.ly/3Yhaazi
YouTube https://bit.ly/3C63VXR
Timestamps
00:00 Intro
01:33 Post-Tariff Fixed Income Market Update
06:49 Recent Mortgage Market Developments
10:45 Ginnie Mae Mortgages
12:04 Not Calling For Another Mortgage Crisis
13:42 Nobody Can Afford Refinancing
17:24 Trump Admin and Fannie & Freddie
21:08 Factors Affecting Mortgage Prepayments
28:27 Day one Institutional Quality
34:53 Prepayments Part II
39:04 Importance of Seed Investors like Raptor & Seaport Global
42:07 Hedge Fund Seed Investing is Venture Capital
43:55 Peers & Competitors in the Mortgage Market
49:36 Physics & Cincinnati Connection
99 episodes
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Similar to Monetary Matters with Jack Farley
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
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…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
Where startup founders raise millions and listeners can invest. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
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