CYS Investments (NYSE: CYS) reported quarterly earnings this week, but mREIT investors are still discussing American Capital Agency's (AGNC -0.68%) new decision to invest in the equity of other mREITs.

In this segment of The Motley Fool's financials-focused show, Where the Money Is, banking analysts Matt Koppenheffer and David Hanson discuss the numbers from CYS and tell investors what they think of American Capital Agency's move.