343 Avsnitt

  1. Fed Hike Expectations Jump Higher

    Publicerades: 2023-02-20
  2. The Wetherspoon’s Inflation Indicator, In Which Our Intrepid Podcaster Buys A Round

    Publicerades: 2023-02-09
  3. Jay Powell: “The Labor Market is Extraordinary”.

    Publicerades: 2023-02-08
  4. Bonds ❤️ Central Banks

    Publicerades: 2023-02-03
  5. Bregret? Three Years After Brexit, How Did It Go?

    Publicerades: 2023-01-31
  6. Instantaneous Inflation - Back to Target but Next Week the Fed, BoE and ECB Will All Hike

    Publicerades: 2023-01-27
  7. Brazil 🇧🇷 and Argentina 🇦🇷 Talking About A Single Currency Zone

    Publicerades: 2023-01-23
  8. 🇯🇵 A Japan Special - YCC and Kuroda 🇯🇵

    Publicerades: 2023-01-20
  9. Debt Ceiling Self-Sabotage

    Publicerades: 2023-01-20
  10. The Risk Rally Continues - Credit Loves the Good News Narrative

    Publicerades: 2023-01-16
  11. Bluebirds>Black Swans. Hope for 2023?

    Publicerades: 2023-01-12
  12. Season 9 of UJWOB: the end of the Negative Yielding Bond Era

    Publicerades: 2023-01-06
  13. Uncle Jim’s 2023 Bond Market Outlook

    Publicerades: 2022-12-09
  14. The End of Season 8 of UJWOB: The Powell Pivot?

    Publicerades: 2022-12-05
  15. Alan Blinder: A Monetary & Fiscal History of the United States 1961-2021

    Publicerades: 2022-12-02
  16. China 🇨🇳 Protests

    Publicerades: 2022-11-28
  17. The Fixed Income Everything Rally.

    Publicerades: 2022-11-25
  18. Paul the Octopus v Goldman Sachs

    Publicerades: 2022-11-21
  19. The Inflation Turning Point?

    Publicerades: 2022-11-14
  20. Midterms, Menu Costs, Crypto

    Publicerades: 2022-11-10

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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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