343 Episodes

  1. The Maradona Theory of Monetary Policy, and the Man With Maradona’s Shirt

    Published: 30/11/2020

  2. Yellen, Brainard & Shelton

    Published: 25/11/2020

  3. African Sovereign Debt: a Deep Dive with Gregory Smith

    Published: 23/11/2020

  4. Economic Long Covid

    Published: 17/11/2020

  5. Lena Dunham’s “Industry” and that 4% US Treasury Trade...

    Published: 13/11/2020

  6. Puppies and Inflation

    Published: 11/11/2020

  7. Bicycle Economics

    Published: 09/11/2020

  8. Bonds stabilise after their US Election rally - but the US$ is falling

    Published: 06/11/2020

  9. US Presidential Election Too Close To Call: but No Blue Wave

    Published: 04/11/2020

  10. Europe’s “Hamilton Moment”, and Piketty’s new film.

    Published: 22/10/2020

  11. Double Standards at the IMF?

    Published: 19/10/2020

  12. Might the U.K. be downgraded tonight? And memories of 1990s gilt auctions.

    Published: 16/10/2020

  13. Used Car Prices Up, but US inflation Weakens

    Published: 14/10/2020

  14. Fiscal Multipliers are POWERFUL at times like these

    Published: 12/10/2020

  15. Awful U.K. GDP, Technical Analysis for Beginners, & China.

    Published: 09/10/2020

  16. Defaults - What’s Priced In Now?

    Published: 07/10/2020

  17. Can Robots Predict Financial Crises?

    Published: 05/10/2020

  18. Lagarde, Reversal Rate Dynamics and Weak Eurozone Inflation Expectations

    Published: 01/10/2020

  19. It’s the Economy, Stupid.

    Published: 30/09/2020

  20. Bonds vs Equities - who’s winning in 2020?

    Published: 28/09/2020

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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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