• Securitization Rates in 2025 & Convexity Power of 2-4 Unit High LTV Loans
    Jul 7 2025

    This week, Kirill welcomes Baird MBS strategist, Steven Scheerer, to the show. They begin with a quick overview of index sector performance during the first half of 2025, and how the securitization rates have climbed across different loan types. For investors seeking strong call protection in premium MBS, they highlight the small, but growing, cohort of 2-4 unit loans with High LTV.

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    13 mins
  • Evolving Housing Market of 2025
    Jun 30 2025

    In the latest edition of our Fixed Income Insights podcast, Kirill Krylov discusses the evolving housing market of 2025 and the shift from the post-pandemic seller’s market to a buyer’s market in many areas of the country.

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    10 mins
  • MBS Supply/Demand Outlook and a Dive into the Low FICO Space
    Jun 25 2025

    In the latest edition of our Fixed Income Insights podcast, Kirill Krylov discusses our MBS market supply and demand outlook and highlights two key subsets of Low FICO loans that add convexity enhancements under different rate environments.

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    12 mins