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Which podcasts are discussing NLY?
11 ATTRIBUTED IDEAS · 10 EPISODES · 1 SHOW
The shows
The Julia La Roche Show
Where the discussion went deepest
14 MAR14 MARTHE JULIA LA ROCHE SHOW · 6:45
Annaly as a high-yield, steepener-resistant income play
“The guest argued Annaly Capital is a core income-generating position within a fiat currency portfolio, benefiting from a steep yield curve and offering a levered return through its agency mortgage-backed securities portfolio.”
#348 Chris Whalen: This Could Be One of the Biggest Busts in U.S. Financial History
Core thesis · 5/5Verify in source →
1 AUG2W AGOTHE JULIA LA ROCHE SHOW · 35:00
Annaly Capital as a focused, high-yield residential REIT
“The guest presented Annaly Capital as a well-run mortgage REIT with a focused business on residential assets, trading at a premium due to strong investor demand for its yield.”
#396 Chris Whalen: Warsh Has A Credibility Problem, Gold's Real Signal, & Your Annuity May Not Be Safe · with Chris Whalen
In depth · 4/5Verify in source →
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 JUL4W AGOTHE 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 →
27 JUN27 JUNTHE JULIA LA ROCHE SHOW
Annaly common stock preferred over preferred shares
“Chris Whalen argued that Annaly Capital Management's common stock is preferable to its preferred shares due to a higher yield combined with historically low stock volatility.”
#382 Chris Whalen: Private Credit's "Slow Motion Train Wreck" & The Warning Signs for a 2028 Housing Reset · with Chris Whalen
In depth · 4/5Verify in source →
20 JUN20 JUNTHE JULIA LA ROCHE SHOW
Annaly Capital Management's strong yield profile
“The speaker argued that Annaly Capital Management offers an attractive 16% yield backed by government-insured assets and well-managed interest rate risk.”
#379 Chris Whalen: The Bond Market Already Hiked, Why Double-Digit Inflation Is Still Ahead, And Kevin Warsh Sets New Tone at Fed · with Mike Saylor
In depth · 4/5Verify in source →
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