Uncle Jim’s World of Bonds
Un pódcast de Jim
343 Episodo
-
Gilt Market Special
Publicado: 19/6/2020 -
The Spinal Tap Theory of Central Banking (“One Louder”). And is there an inflation spike?
Publicado: 16/6/2020 -
Robin Hood, Robin Hood riding to Hertz’s rescue?
Publicado: 15/6/2020 -
“The Looming Bank Collapse”?
Publicado: 12/6/2020 -
Italy’s new GDP linked bond
Publicado: 10/6/2020 -
2.5 Million New Jobs
Publicado: 8/6/2020 -
Surprise! The ECB overdelivers.
Publicado: 5/6/2020 -
Recessions are Racist
Publicado: 2/6/2020 -
Brexit, the velocity of money, Christopher Nolan’s cheap 747, ESG.
Publicado: 28/5/2020 -
Argentina & Hertz - defaults coming thick and fast
Publicado: 26/5/2020 -
The Psychology of Negative Interest Rates
Publicado: 22/5/2020 -
Negative rates, everywhere
Publicado: 21/5/2020 -
Equity markets and Credit Ratings
Publicado: 19/5/2020 -
Debt Jubilees: Moral Hazard vs Fairness
Publicado: 15/5/2020 -
Deflation in the USA. It’s here.
Publicado: 13/5/2020 -
Negative US interest rates? That’s what the market thinks.
Publicado: 11/5/2020 -
Reinhart & Rogoff Revisited
Publicado: 7/5/2020 -
Why high government bond issuance doesn’t mean higher government bond yields
Publicado: 5/5/2020 -
The Winner’s Curse - do you want to “win” a bond auction?
Publicado: 4/5/2020 -
Is Trump going to default on China’s US Treasury holdings?
Publicado: 1/5/2020
There is nothing more fascinating than a fixed income instrument. Nothing. Listen to Jim transport you to a world of convexity, basis points, covenants and debt-to-gdp. For professional investors only. No advice here. No mention of funds or products. Personal thoughts, not that of any employer.
