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What the podcasts are saying about
PMT
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Latest attributed ideas · most recent first
17 JULTHE JULIA LA ROCHE SHOW · 05:50
Mortgage REITs trade at premium on income demand
“The guest argued that mortgage REITs like Annaly and AGNC are trading at unusual premiums to book value due to intense investor demand for yield.”
In depth · 4/5Verify in source →
17 JULTHE JULIA LA ROCHE SHOW · 02:10
Mortgage REITs resilient despite yield curve inversion
“The guest argued that mortgage REITs like Annaly Capital Management are resilient to interest rate fluctuations because they manage spreads and hedge leverage effectively, making price dips buying opportunities.”
In depth · 4/5Verify in source →
17 JULTHE JULIA LA ROCHE SHOW · 04:45
High-yielding mortgage REITs outpace inflationary cash drag
“The bull case argued is that mortgage REITs and non-bank mortgage preferred securities offer double-digit yields that provide real returns in an inflationary environment where T-bills fail.”
Substantive discussion · 3/5Verify in source →
16 JULTHE JULIA LA ROCHE SHOW · 03:50
Take profits on mortgage REITs above book
“The tactical case argued is to take profits on mortgage REITs like Annaly Capital Management when they trade well above book value, especially as a flattening yield curve threatens future yields.”
In depth · 4/5Verify in source →
4 JULTHE JULIA LA ROCHE SHOW · 05:30
Defensive rotation into high-yield mortgage REITs
“The guest argued that tightening market liquidity and higher-for-longer interest rates make high-yielding mortgage REITs an attractive defensive haven.”
Substantive discussion · 3/5Verify in source →
4 JULTHE JULIA LA ROCHE SHOW · 02:45
Annaly common shares outperform preferreds and peers
“The guest argued that Annaly Capital Management's common stock is a more attractive income play than its preferred shares or peers like PennyMac due to its low volatility and superior portfolio management.”
In depth · 4/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION