343 Avsnitt

  1. Gilt Market Special

    Publicerades: 2020-06-19

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

    Publicerades: 2020-06-16

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

    Publicerades: 2020-06-15

  4. “The Looming Bank Collapse”?

    Publicerades: 2020-06-12

  5. Italy’s new GDP linked bond

    Publicerades: 2020-06-10

  6. 2.5 Million New Jobs

    Publicerades: 2020-06-08

  7. Surprise! The ECB overdelivers.

    Publicerades: 2020-06-05

  8. Recessions are Racist

    Publicerades: 2020-06-02

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

    Publicerades: 2020-05-28

  10. Argentina & Hertz - defaults coming thick and fast

    Publicerades: 2020-05-26

  11. The Psychology of Negative Interest Rates

    Publicerades: 2020-05-22

  12. Negative rates, everywhere

    Publicerades: 2020-05-21

  13. Equity markets and Credit Ratings

    Publicerades: 2020-05-19

  14. Debt Jubilees: Moral Hazard vs Fairness

    Publicerades: 2020-05-15

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

    Publicerades: 2020-05-13

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

    Publicerades: 2020-05-11

  17. Reinhart & Rogoff Revisited

    Publicerades: 2020-05-07

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

    Publicerades: 2020-05-05

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

    Publicerades: 2020-05-04

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

    Publicerades: 2020-05-01

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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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