343 Episoder

  1. Gilt Market Special

    Udgivet: 19.6.2020
  2. The Spinal Tap Theory of Central Banking (“One Louder”). And is there an inflation spike?

    Udgivet: 16.6.2020
  3. Robin Hood, Robin Hood riding to Hertz’s rescue?

    Udgivet: 15.6.2020
  4. “The Looming Bank Collapse”?

    Udgivet: 12.6.2020
  5. Italy’s new GDP linked bond

    Udgivet: 10.6.2020
  6. 2.5 Million New Jobs

    Udgivet: 8.6.2020
  7. Surprise! The ECB overdelivers.

    Udgivet: 5.6.2020
  8. Recessions are Racist

    Udgivet: 2.6.2020
  9. Brexit, the velocity of money, Christopher Nolan’s cheap 747, ESG.

    Udgivet: 28.5.2020
  10. Argentina & Hertz - defaults coming thick and fast

    Udgivet: 26.5.2020
  11. The Psychology of Negative Interest Rates

    Udgivet: 22.5.2020
  12. Negative rates, everywhere

    Udgivet: 21.5.2020
  13. Equity markets and Credit Ratings

    Udgivet: 19.5.2020
  14. Debt Jubilees: Moral Hazard vs Fairness

    Udgivet: 15.5.2020
  15. Deflation in the USA. It’s here.

    Udgivet: 13.5.2020
  16. Negative US interest rates? That’s what the market thinks.

    Udgivet: 11.5.2020
  17. Reinhart & Rogoff Revisited

    Udgivet: 7.5.2020
  18. Why high government bond issuance doesn’t mean higher government bond yields

    Udgivet: 5.5.2020
  19. The Winner’s Curse - do you want to “win” a bond auction?

    Udgivet: 4.5.2020
  20. Is Trump going to default on China’s US Treasury holdings?

    Udgivet: 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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