343 Episodes

  1. Animal Crossing, zero interest rates, turnips.

    Published: 29/04/2020

  2. Defaults & Zombies

    Published: 28/04/2020

  3. Italy on the credit rating knife-edge. Are the rating agencies too powerful at a time like this?

    Published: 27/04/2020

  4. Are Central Banks and Governments simply going to cancel outstanding public debt?

    Published: 23/04/2020

  5. Emerging Markets: currencies down, bonds down.

    Published: 22/04/2020

  6. Debt monetisation: is New Zealand going to make another world “first”?

    Published: 21/04/2020

  7. Falling oil, first defaults, and “orphaned” Emerging Market debt

    Published: 20/04/2020

  8. Extend and Pretend: here come the bank waivers

    Published: 17/04/2020

  9. The Fed buys junk

    Published: 14/04/2020

  10. Did...the Bank of England just announce helicopter money?

    Published: 09/04/2020

  11. The flat Phillips Curve: no inflation in good times, no deflation in bad times?

    Published: 08/04/2020

  12. World War 2 and the Fed’s Yield Curve Control

    Published: 07/04/2020

  13. No Coronabonds - but the next best thing? And a look at rising UK inflation expectations.

    Published: 06/04/2020

  14. Follow the flows

    Published: 03/04/2020

  15. The Black Death and bond markets

    Published: 02/04/2020

  16. How did we go bankrupt? Gradually, then suddenly.

    Published: 01/04/2020

  17. Are we all going bust?

    Published: 31/03/2020

  18. Not now, credit rating agencies!

    Published: 30/03/2020

  19. Fallen Angels

    Published: 27/03/2020

  20. Coronabonds: is Europe ready for jointly guaranteed debt yet?

    Published: 26/03/2020

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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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