343 Episodes

  1. Risk Assets Bounce and the € Recovers Too

    Published: 10/03/2022

  2. Oil Hits $130. Recession Coming?

    Published: 07/03/2022

  3. Biggest Rally in Gilts & Bunds for a Decade. And US$ Funding Costs Are Rising.

    Published: 02/03/2022

  4. Latest on Russia and Sanctions. And Germany’s New Military Spending Policy

    Published: 28/02/2022

  5. Russia 🇷🇺 invades Ukraine 🇺🇦

    Published: 24/02/2022

  6. What Bonds Did On My Winter Holidays ❄️

    Published: 21/02/2022

  7. 7.5% US CPI. Another upside surprise. Also Italy.

    Published: 10/02/2022

  8. Bond Tantrum 😱

    Published: 07/02/2022

  9. 🇪🇺ECB Hiking Cycle🇪🇺. And the Bank of England announces it’s selling ALL its £ corporate bonds.

    Published: 04/02/2022

  10. 5 Fed Hikes Priced for 2022

    Published: 01/02/2022

  11. Morrissey/Terry Pratchet/J-Pow

    Published: 27/01/2022

  12. Default Expectations Rising in Russia and Ukraine, and “Safe Havens” Rally

    Published: 24/01/2022

  13. 🇩🇪 German Bund Yields Turn +ve 🇩🇪

    Published: 19/01/2022

  14. 🚨7%🚨

    Published: 17/01/2022

  15. Season 6: Welcome to 2022 - and a huge bond sell-off

    Published: 11/01/2022

  16. Uncle Jim’s 2022 Bond Market Outlook

    Published: 16/12/2021

  17. Francis Fukuyama and The End of History

    Published: 07/12/2021

  18. Last US Employment Report of 2021: Something For Everyone?

    Published: 03/12/2021

  19. Bad News on Vaccines: Risk Off Again. And BRICS.

    Published: 30/11/2021

  20. Covid: Treasuries Rally & Credit Weak on New Variant.

    Published: 26/11/2021

9 / 18

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.

Visit the podcast's native language site