343 Episodo

  1. Gilt Market Special

    Publicado: 19/6/2020
  2. The Spinal Tap Theory of Central Banking (“One Louder”). And is there an inflation spike?

    Publicado: 16/6/2020
  3. Robin Hood, Robin Hood riding to Hertz’s rescue?

    Publicado: 15/6/2020
  4. “The Looming Bank Collapse”?

    Publicado: 12/6/2020
  5. Italy’s new GDP linked bond

    Publicado: 10/6/2020
  6. 2.5 Million New Jobs

    Publicado: 8/6/2020
  7. Surprise! The ECB overdelivers.

    Publicado: 5/6/2020
  8. Recessions are Racist

    Publicado: 2/6/2020
  9. Brexit, the velocity of money, Christopher Nolan’s cheap 747, ESG.

    Publicado: 28/5/2020
  10. Argentina & Hertz - defaults coming thick and fast

    Publicado: 26/5/2020
  11. The Psychology of Negative Interest Rates

    Publicado: 22/5/2020
  12. Negative rates, everywhere

    Publicado: 21/5/2020
  13. Equity markets and Credit Ratings

    Publicado: 19/5/2020
  14. Debt Jubilees: Moral Hazard vs Fairness

    Publicado: 15/5/2020
  15. Deflation in the USA. It’s here.

    Publicado: 13/5/2020
  16. Negative US interest rates? That’s what the market thinks.

    Publicado: 11/5/2020
  17. Reinhart & Rogoff Revisited

    Publicado: 7/5/2020
  18. Why high government bond issuance doesn’t mean higher government bond yields

    Publicado: 5/5/2020
  19. The Winner’s Curse - do you want to “win” a bond auction?

    Publicado: 4/5/2020
  20. Is Trump going to default on China’s US Treasury holdings?

    Publicado: 1/5/2020

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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.

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