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Which podcasts are discussing AGNC?
3 ATTRIBUTED IDEAS · 3 EPISODES · 1 SHOW
The shows
The Julia La Roche Show
Where the discussion went deepest
25 JUL3W AGOTHE JULIA LA ROCHE SHOW · 32:51
Agency mREITs preferred for income yield
“The guest argued that high-yielding agency mREITs like Annaly Capital Management offer safe, attractive cash yields managed through spread risks rather than interest rate bets.”
#394 Chris Whalen: 5% Yields, 7% Mortgages, Double-Digit Inflation & the End of the Party · with Chris Whalen
In depth · 4/5Verify in source →
18 JUL18 JULTHE JULIA LA ROCHE SHOW · 30:07
Mortgage REIT margins benefit from net interest spreads
“The speaker argued that mortgage REITs like Annaly Capital and AGNC benefit when long-term rates rise because they can invest in higher-yielding agency securities to expand their interest rate spread.”
#391 Chris Whalen: $4 Trillion Private Credit Risk, Double-Digit Inflation & Housing's 2005 Warning · with Chris Whalen
In depth · 4/5Verify in source →
11 APR11 APRTHE JULIA LA ROCHE SHOW · 25:00
Defensive portfolio: income over alpha
“The guest described a defensive, low-beta portfolio focused on income-generating assets like mortgage REITs, while waiting for better equity opportunities.”
#359 Chris Whalen: No Vision of Victory in Iran, Housing Has Peaked (For Now) & Time To Buy Gold · with Houston
Substantive discussion · 3/5Verify in source →
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