Episode Details

In this week’s episode of Optimal Insights, Jim Glennon, Alex Hebner, and James Cahill break down the latest geopolitical and economic developments impacting the mortgage industry. They analyze the U.S.–Iran conflict, its effect on yields and oil prices, key inflation readings, jobless claims, and expectations for the upcoming employment report. The conversation then shifts to highlights from the Optimal Blue Summit, including new AI‑powered innovations, MSR valuation trends, and growing demand for Non‑QM lending.

Optimal Insights Team:

1. Jim Glennon, SVP, H&T Operations
2. Alex Hebner, Hedge Account Manager
3. James Cahill, MSF/MSR Account Manager
4. Vimi Vasudeva, Managing Director, H&T Client Services

Production Team:

1. Executive Producer: Sara Holtz
2. Producer: Matt Gilhooly

Commentary included in the podcast shall not be construed as, nor is Optimal Insights providing, any legal, trading, hedging, or financial advice.

Mentioned in this episode:

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