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Podcast
Angel Oak Macro Blitz Podcast | July 2025
Check out the first episode of the Angel Oak Macro Blitz podcast, where we break down the June jobs report, inflation trends, housing market data, and what it all means for Fed policy in the months ahead.
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Clayton Triick Rejoins Leslie Falconio on the UBS Fixed Income Conversa...
Angel Oak’s Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, recently spoke with Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office, about the current fixed income landscape, including the impact of interest rates, inflation, and U.S. monetary policy, while highlighting investment opportunities in residential mortgage-backed securities.
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From India to Milledgeville to $20 Billion in Assets: Sreeni Prabhu on ...
Angel Oak Co-Founder and Group CIO Sreeni Prabhu joined the ATLalts podcast for a wide-ranging discussion about Angel Oak’s origin story and potential investment opportunities in structured credit.
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Clayton Triick on The NAVigator Podcast: Mortgages are in a Fixed-Incom...
Clayton Triick, CFA, Head of Portfolio Management, Public Strategies, joined Chuck Jaffe on the Active Investment Company Alliance’s The NAVigator podcast to discuss interest rates, consumers, the housing market, and more.
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Clayton Triick on the UBS Fixed Income Conversation Corner Podcast with...
Angel Oak’s Clayton Triick, CFA, Head of Portfolio Management of Public Strategies, recently spoke with UBS’s Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office, about the landscape for residential mortgage-backed securities, including investment considerations around this space.
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Podcast: Senior PMs Cheryl Pate and Johannes Palsson Discuss the Curren...
Senior PMs Cheryl Pate, CFA and Johannes Palsson sat down with Adam Beeler to discuss the investment opportunities they are finding across financials in both equities and debt.
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Cheryl Pate on The NAVigator Podcast: End of the rate-hike cycle will p...
Senior Portfolio Manager Cheryl Pate, CFA spoke with Chuck Jaffe about expectations for the financial services sector in 2023.
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Podcast: Alternative Investments: An Interview with Cheryl Pate, CFA®
Listen to Portfolio Manager Cheryl Pate discuss Angel Oak’s investment thesis and why community banks are well-positioned in today’s market environment.
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Podcast: Community Bank Update
Listen to Angel Oak’s Financials team discuss the current fundamentals of community banks, M&A activity, and the investment opportunities in community banks going forward amid recent market volatility.
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