最高の Birds Eye View ポッドキャスト (2025)

1
Welcome Aboard – Meet Marcela Saavedra Gonzalez, Our Newest Team Member! 9:07

21d ago9:07

9:07

In our latest podcast episode, we’re excited to introduce the newest member of our investment team, Marcela Saavedra Gonzalez. Join Alli Morse, Principal and Relationship Manager, for a Q&A session exploring Marcela’s journey to Merganser, including her impressive personal and professional background. Marcela officially joined Merganser as an analy…

1
Unpacking the 2023 Banking Crisis: Causes, Risks, and the Future Outlook 10:10

7M ago10:10

10:10

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…

1
All Things Treasury 12:21

10M ago12:21

12:21

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,…

1
Take Five – Market Recap with our CIO 7:07

1+ y ago7:07

7:07

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.…

1
Impacts of Chasing Yield with an Inverted Curve 6:45

1+ y ago6:45

6:45

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…

1
Debt Ceiling Talks, Again 11:37

2y ago11:37

11:37

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…

1
Multi-Family Real Estate Update and CMBS Performance Implications 15:01

2y ago15:01

15:01

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…

1
Take Five – Q&A with our CIO 4:23

2y ago4:23

4:23

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…

1
After an Empty First Half, Where Should Income Thirsty Investors Look? 14:41

2+ y ago14:41

14:41

In this episode, Andy Smock, CIO and Todd Copenhaver, Deputy CIO break down the rapid repricing of fixed income assets year to date. They discuss recent inflation data, potential next steps from the Fed and how higher yields on the front-end of the curve have shifted the value proposition.Merganser Capital Management による

1
Any TIPS on a Good Inflation Hedge? 10:16

3y ago10:16

10:16

U.S. inflation is at its highest level in four decades and making investors nervous. In episode #11, we discuss the mechanics of a commonly known inflation hedge, Treasury Inflation-Protected Securities, or TIPS, and analyze how these fixed income instruments perform in inflationary environments relative to alternative hedges.…

1
Inflation is Here... To Stay? 14:25

3+ y ago14:25

14:25

In this episode, Merganser’s CIO, Andy Smock, reviews the impact of inflation on fixed income portfolios. He unpacks possible reasons for what’s driving recent price increases, and why interest rates are moving in the opposite direction. We end by discussing how the team at Merganser is shifting portfolios to insulate against these possible risks.…

1
GSE’s Approach to ESG and Other Insights 11:07

3+ y ago11:07

11:07

In this episode, Portfolio Manager and Chief ESG officer, Jennifer Wynn, discusses Merganser’s ESG initiatives broadly at the firm and within the investment process. Deputy CIO and Portfolio Manager, Dave Fishman, explains the state of structured products as it relates to recent issuance patterns across sub-sectors.…

1
What Howie Roseman’s trade down in NFL draft means for the future | Podcast 40:56

4y ago40:56

40:56

Jeff McLane, Les Bowen and Paul Domowitch weigh in on Howie Roseman's decision to trade away the sixth overall pick to the Dolphins in this year's NFL draft on the latest Birds' Eye View podcast.The Philadelphia Inquirer による

1
Carson Wentz, Howie Roseman and Nick Sirianni overshadow Eagles' first week of free agency 32:18

4y ago32:18

32:18

It was relatively quiet to start free agency on the Eagles front, but a lack of transactions doesn't mean a lack of news. The Colts introduced Carson Wentz as the new quarterback in Indianapolis, while Eagles GM Howie Roseman and head coach Nick Sirianni simultaneously spoke to Philly media. Les Bowen and EJ Smith recap the latest.…

1
Predicting which moves the Eagles will make (or not make) as the new league year begins 37:16

4y ago37:16

37:16

Jeff McLane, Les Bowen and Paul Domowitch recap the latest signings, trades and rumors around the Eagles and NFL as free agency begins.The Philadelphia Inquirer による

1
You Can Bank on It 10:21

4y ago10:21

10:21

We are now over a year into the pandemic. Are banks well positioned? In episode 8, we compare The Great Lockdown versus The Great Financial Crisis of 2008 from a banking perspective.Merganser Capital Management による

1
Breaking down the Eagles-Colts trade for Carson Wentz 32:20

4y ago32:20

32:20

The Eagles traded Carson Wentz to the Indianapolis Colts for a third-round draft pick this year and a conditional second-round pick in 2022 on Thursday. The Birds' Eye View crew analyzes the value and impact of the deal and predicts the organization's future at quarterback.The Philadelphia Inquirer による

1
The latest rumblings in the Carson Wentz trade watch 35:20

4y ago35:20

35:20

The toothpaste is out of the tube, and there's no turning back on Eagles' decision to shop Carson Wentz. Which teams are potential suitors? The Colts and Bears appear to be the top landing spots. When will the trade happen? Expect a deal sooner than later. The Birds' Eye View crew is here to break down the most recent developments on the latest epi…

1
What to make of Nick Sirianni's introductory press conference 47:49

4y ago47:49

47:49

The Eagles introduced Nick Sirianni as the team's new head coach last Friday. The Birds Eye View crew discusses what he said and didn't say, and looks ahead to Super Bowl Sunday.The Philadelphia Inquirer による

1
First impressions of Nick Sirianni as the new Eagles head coach 40:00

4y ago40:00

40:00

The Eagles named Nick Sirianni as the new head coach to replace Doug Pederson. The Birds' Eye View crew breaks down the expectations for the former Colts offensive coordinator and how Jeffrey Lurie reached his decision.The Philadelphia Inquirer による

1
Doug Pederson becomes the Eagles' scapegoat. Carson Wentz remains the elephant in the locker room. 38:15

4y ago38:15

38:15

The Birds' Eye View breaks down the reasons behind Doug Pederson's firing and picks up the pieces of an Eagles organization in tatters to forecast who Jeffrey Lurie will hire as the next head coach and Carson Wentz's future in Philly.The Philadelphia Inquirer による

1
Weighing the futures of Doug Pederson, Howie Roseman and Carson Wentz 39:20

4y ago39:20

39:20

The Eagles will play for pride Sunday against the Washington Football Team in Sunday's season finale. What does the future hold for the organization's top decision-makers and (former) starting QB?The Philadelphia Inquirer による

1
Is Jalen Hurts the Eagles' quarterback of the future? 36:11

4y ago36:11

36:11

Plus, the Eagles remain in the playoff hunt entering Week 16 against the Dallas Cowboys despite a 4-9-1 record, raising the stakes over the final two games.The Philadelphia Inquirer による

1
Battered Eagles aim to keep playoff hopes alive in Arizona 35:31

4y ago35:31

35:31

Doug Pederson tabbed Jalen Hurts as the Eagles' starting quarterback for the second straight week, with the playoff picture still in reach. Jeff McLane, Les Bowen and EJ Smith preview Sunday's matchup.The Philadelphia Inquirer による

1
Eagles-Saints preview: Jalen Hurts faces NFL's top-rated defense in starting debut 27:37

4y ago27:37

27:37

Jalen Hurts will get the start over Carson Wentz against the Saints on Sunday. What should fans expect from the Eagles rookie QB? Jeff McLane and Les Bowen discuss on the latest episode.The Philadelphia Inquirer による

1
Jalen Hurts will start vs. the Saints. What does it mean for Carson Wentz's future? 29:29

4y ago29:29

29:29

Carson Wentz was benched in Sunday's loss to the Packers, paving the way for Jalen Hurts' first career start against the Saints and leaving the Eagles with a handful of $128 million questions.The Philadelphia Inquirer による

1
Eagles carry extra baggage to Green Bay in meeting with Aaron Rodgers 39:18

4y ago39:18

39:18

Don’t look at last year’s upset to project how Sunday’s Week 13 matchup will play out. The Birds Eye View crew explains why and locks in their predictions for the 3-7-1 Eagles.The Philadelphia Inquirer による

1
A Fresh Look at the Numbers 13:42

4y ago13:42

13:42

Risk assets continue to notch gains courtesy of investors’ optimism that COVID-19 vaccines will be an accelerant to growth next year. In episode 7, members of the Merganser Investment Team parse various economic indicators in an effort to uncover clues about the health of consumer spending and US business…

1
Previewing the Eagles-Seahawks matchup on Monday Night Football 30:42

4y ago30:42

30:42

Can the Eagles still win the NFC East? A win on Monday Night Football would go a long way toward turning around the season.The Philadelphia Inquirer による

1
The root of the Eagles' problems starts with Carson Wentz 35:29

4y ago35:29

35:29

Another week, another loss for the Eagles. Before looking ahead, the Birds’ Eye View crew rewinds Sunday’s loss to the Browns, starting with Carson Wentz and the offense’s struggles as time is running out for Doug Pederson to turn around the season.The Philadelphia Inquirer による

1
Eagles at Browns: Personnel, picks and a preview of the Week 11 matchup 37:49

4y ago37:49

37:49

The Eagles (3-5-1) enter this week by welcoming a murderer's row of opponents for the next five games. First up: The Cleveland Browns. The Birds' Eye View crew dives into Sunday's matchup and locks in their predictions before the 1 p.m. kickoff.The Philadelphia Inquirer による

1
The not good, the bad and the ugly from Sunday’s Eagles loss vs. Giants 32:13

4y ago32:13

32:13

The Eagles lost a game they should have won to the Giants in Week 10, raising plenty of questions on defense and offense. So much for the bye week.The Philadelphia Inquirer による

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