Dave Goodson
Head of Securitized Fixed Income at Voya Investment Management and senior portfolio manager, providing expertise on agency and non-agency mortgage-backed securities and securitized credit.
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Jan 23, 2026 • 49min
Good Luck with That
Dave Goodson, head of securitized fixed income at Voya and senior portfolio manager specializing in mortgage‑ and asset‑backed securities. He talks about agency MBS reactions to a $200B GSE purchase program. He explores non‑agency RMBS as yield opportunities. He discusses housing policy ambiguity, global bond moves, and how AI-driven data‑center financing touches securitized markets.
