Uncle Jim’s World of Bonds
En podcast af Jim
343 Episoder
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Gilt Market Special
Udgivet: 19.6.2020 -
The Spinal Tap Theory of Central Banking (“One Louder”). And is there an inflation spike?
Udgivet: 16.6.2020 -
Robin Hood, Robin Hood riding to Hertz’s rescue?
Udgivet: 15.6.2020 -
“The Looming Bank Collapse”?
Udgivet: 12.6.2020 -
Italy’s new GDP linked bond
Udgivet: 10.6.2020 -
2.5 Million New Jobs
Udgivet: 8.6.2020 -
Surprise! The ECB overdelivers.
Udgivet: 5.6.2020 -
Recessions are Racist
Udgivet: 2.6.2020 -
Brexit, the velocity of money, Christopher Nolan’s cheap 747, ESG.
Udgivet: 28.5.2020 -
Argentina & Hertz - defaults coming thick and fast
Udgivet: 26.5.2020 -
The Psychology of Negative Interest Rates
Udgivet: 22.5.2020 -
Negative rates, everywhere
Udgivet: 21.5.2020 -
Equity markets and Credit Ratings
Udgivet: 19.5.2020 -
Debt Jubilees: Moral Hazard vs Fairness
Udgivet: 15.5.2020 -
Deflation in the USA. It’s here.
Udgivet: 13.5.2020 -
Negative US interest rates? That’s what the market thinks.
Udgivet: 11.5.2020 -
Reinhart & Rogoff Revisited
Udgivet: 7.5.2020 -
Why high government bond issuance doesn’t mean higher government bond yields
Udgivet: 5.5.2020 -
The Winner’s Curse - do you want to “win” a bond auction?
Udgivet: 4.5.2020 -
Is Trump going to default on China’s US Treasury holdings?
Udgivet: 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.