343 Episodes

  1. Gilt Market Special

    Published: 19/06/2020

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

    Published: 16/06/2020

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

    Published: 15/06/2020

  4. “The Looming Bank Collapse”?

    Published: 12/06/2020

  5. Italy’s new GDP linked bond

    Published: 10/06/2020

  6. 2.5 Million New Jobs

    Published: 08/06/2020

  7. Surprise! The ECB overdelivers.

    Published: 05/06/2020

  8. Recessions are Racist

    Published: 02/06/2020

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

    Published: 28/05/2020

  10. Argentina & Hertz - defaults coming thick and fast

    Published: 26/05/2020

  11. The Psychology of Negative Interest Rates

    Published: 22/05/2020

  12. Negative rates, everywhere

    Published: 21/05/2020

  13. Equity markets and Credit Ratings

    Published: 19/05/2020

  14. Debt Jubilees: Moral Hazard vs Fairness

    Published: 15/05/2020

  15. Deflation in the USA. It’s here.

    Published: 13/05/2020

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

    Published: 11/05/2020

  17. Reinhart & Rogoff Revisited

    Published: 07/05/2020

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

    Published: 05/05/2020

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

    Published: 04/05/2020

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

    Published: 01/05/2020

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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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