{"podcast":{"title":"Optimal Insights - Mortgage Data & Capital Markets Insights","slug":"optimal-insights-mortgage-data-capital-markets-insights-7025480","podcast_index_feed_id":7025480,"rss_url":"https://feeds.captivate.fm/optimal-insights/","website_url":"https://www.youtube.com/@Optimal-Blue","image_url":"https://artwork.captivate.fm/00ff5fa1-ee89-434e-b198-cc3925a43938/PyN4_-AcMLmoUJq7bSBFjjzT.jpg","author":"Optimal Blue","episode_count":114,"summary":"Get the insights you need to maximize your results this week. Welcome to OPTIMAL INSIGHTS, brought to you by Optimal Blue. Join our experts as they explore the latest rate data and provide essential commentary spanning from originations to capital markets – insights you need to hear as you start your week. Designed for mortgage professionals, from originators to investors and everyone in between, each episode offers valuable information to help you maximize results and stay ahead in the ever-evolving mortgage landscape. Tune in for in-depth discussions, actionable ideas, and the latest trends that matter most to your business. Subscribe now and gain the insights you need to optimize your advantage. Optimal Insights Team • Jim Glennon, Senior Vice President, Hedging & Trading Operations • Alex Hebner, Hedge Account Manager • James Cahill, MSF/MSR Account Manager • Mike Vough, Senior Vice President, Corporate Strategy • Brennan O’Connell, Director of Data Solutions • Vimi Vasudeva, Managing Director, Hedging & Trading Operations • Kevin Foley, Director of Product Management • Kimberly Melton, Director of PPE Client Support Executive Producer: Sara Holtz Producers: Matt Gilhooly & Al…","last_synced_at":"2026-07-22T00:17:14.040417+00:00","page_url":"https://stenobird.com/podcast/optimal-insights-mortgage-data-capital-markets-insights-7025480"},"episode":{"title":"CPI, Rates & MSR 101: Multiples, Prepayments, Retain vs. Release | Optimal Insights | May 12","slug":"cpi-rates-msr-101-multiples-prepayments-retain-vs-release-optimal-insights-may-12","published_at":"2026-05-12T10:30:00+00:00","page_url":"https://stenobird.com/podcast/optimal-insights-mortgage-data-capital-markets-insights-7025480/cpi-rates-msr-101-multiples-prepayments-retain-vs-release-optimal-insights-may-12","show_page_url":"https://stenobird.com/podcast/optimal-insights-mortgage-data-capital-markets-insights-7025480","url":"https://optimal-insights.captivate.fm/episode/ep-83","audio_url":"https://episodes.captivate.fm/episode/b7f0044a-6924-46f5-bf7c-96e73dba9940.mp3","summary":"In this week’s episode of Optimal Insights, Jim Glennon, Alex Hebner, and James Cahill discuss mortgage rate context, the latest labor market data, and what to watch in upcoming CPI and PPI inflation reports. Then Vimi Vasudeva joins James to deliver an MSR 101 breakdown, explaining what mortgage servicing rights are, what drives MSR value, how multiples work, and key considerations in retain-versus-release decisions. They share expert insights into how these factors are shaping the industry and the broader economic landscape. Next week, Vimi and James continue the MSR conversation with a Day in the Life discussion. Stay tuned. Key Points A market update on rates and spread context, including the OBMMI conventional 30-year (6.3%) and the 10-year (4.4%). A macro recap and look-ahead: jobs and unemployment (4.3%) plus CPI and PPI expectations for the week. MSR 101: what MSRs are, what drives MSR value (especially prepayments), how MSR multiples work, and retain-versus-release tradeoffs. Chapters 00:00 – Opening, rate snapshot, and week-ahead setup 02:06 – Market update: jobs, inflation week, and macro drivers 10:01 – MSR 101: definition, value drivers, multiples, retain vs release Optimal Insights Team Jim Glennon, SVP, Hedging & Trading Operations James Cahill, MSF/MSR Account Manager Alex Hebner, Hedge Account Manager Vimi Vasudeva, Managing Director, Hedging & Trading Client Services Production Team Executive Producer: Sara Holtz Producer: Matt Gilhooly Commentary included in the podcast shall not be construed as, nor is Optimal Blue providing, any legal, trading, hedging, or financial advice.","meta_description":"In this week’s episode of Optimal Insights, Jim Glennon, Alex Hebner, and James Cahill discuss mortgage rate context, the latest labor market data, and wh…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1574,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/optimal-insights-mortgage-data-capital-markets-insights-7025480/episodes/cpi-rates-msr-101-multiples-prepayments-retain-vs-release-optimal-insights-may-12/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/optimal-insights-mortgage-data-capital-markets-insights-7025480/cpi-rates-msr-101-multiples-prepayments-retain-vs-release-optimal-insights-may-12.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}