Uncle Jim’s World of Bonds
En podcast af Jim
343 Episoder
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Animal Crossing, zero interest rates, turnips.
Udgivet: 29.4.2020 -
Defaults & Zombies
Udgivet: 28.4.2020 -
Italy on the credit rating knife-edge. Are the rating agencies too powerful at a time like this?
Udgivet: 27.4.2020 -
Are Central Banks and Governments simply going to cancel outstanding public debt?
Udgivet: 23.4.2020 -
Emerging Markets: currencies down, bonds down.
Udgivet: 22.4.2020 -
Debt monetisation: is New Zealand going to make another world “first”?
Udgivet: 21.4.2020 -
Falling oil, first defaults, and “orphaned” Emerging Market debt
Udgivet: 20.4.2020 -
Extend and Pretend: here come the bank waivers
Udgivet: 17.4.2020 -
The Fed buys junk
Udgivet: 14.4.2020 -
Did...the Bank of England just announce helicopter money?
Udgivet: 9.4.2020 -
The flat Phillips Curve: no inflation in good times, no deflation in bad times?
Udgivet: 8.4.2020 -
World War 2 and the Fed’s Yield Curve Control
Udgivet: 7.4.2020 -
No Coronabonds - but the next best thing? And a look at rising UK inflation expectations.
Udgivet: 6.4.2020 -
Follow the flows
Udgivet: 3.4.2020 -
The Black Death and bond markets
Udgivet: 2.4.2020 -
How did we go bankrupt? Gradually, then suddenly.
Udgivet: 1.4.2020 -
Are we all going bust?
Udgivet: 31.3.2020 -
Not now, credit rating agencies!
Udgivet: 30.3.2020 -
Fallen Angels
Udgivet: 27.3.2020 -
Coronabonds: is Europe ready for jointly guaranteed debt yet?
Udgivet: 26.3.2020
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.