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Does Grilling an Economist Count as a Vegan's Weekend Meal Prep? episode artwork

EPISODE · Sep 15, 2025 · 23 MIN

Does Grilling an Economist Count as a Vegan's Weekend Meal Prep?

from Baird Fixed Income Insights: Convexity Pulse · host Kirill Krylov

This week’s Convexity Pulse features special guest Tom Tzitzouris of Strategas, who joins Kirill Krylov and Steven Scheerer to discuss consumer debt strains, the myth of Fed independence, and the implications of balance sheet policy for MBS investors. The team also covers the Rocket–Mr. Cooper merger and its impact on servicing speeds, before turning to the looming wave of AI-driven refinancing that could reshape convexity risk in 2026.

What this episode covers

This week’s Convexity Pulse features special guest Tom Tzitzouris of Strategas, who joins Kirill Krylov and Steven Scheerer to discuss consumer debt strains, the myth of Fed independence, and the implications of balance sheet policy for MBS investors. The team also covers the Rocket–Mr. Cooper merger and its impact on servicing speeds, before turning to the looming wave of AI-driven refinancing that could reshape convexity risk in 2026.

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Does Grilling an Economist Count as a Vegan's Weekend Meal Prep?

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Frequently Asked Questions

How long is this episode of Baird Fixed Income Insights: Convexity Pulse?

This episode is 23 minutes long.

When was this Baird Fixed Income Insights: Convexity Pulse episode published?

This episode was published on September 15, 2025.

What is this episode about?

This week’s Convexity Pulse features special guest Tom Tzitzouris of Strategas, who joins Kirill Krylov and Steven Scheerer to discuss consumer debt strains, the myth of Fed independence, and the implications of balance sheet policy for MBS...

Can I download this Baird Fixed Income Insights: Convexity Pulse episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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