343 Episodes

  1. The LAST Ever UJWOB

    Published: 7/9/2024
  2. The End Of Season 13 Of UJWOB

    Published: 6/28/2024
  3. Household Debt v Government Debt - It’s Different

    Published: 6/27/2024
  4. ‘Finely Balanced’ - No BoE Cut, But It’s On The Way.

    Published: 6/21/2024
  5. UK Inflation Back To Target. And A Look At The Deutsche Bank Annual Default Study.

    Published: 6/19/2024
  6. European Credit Spreads Widen On France Fears

    Published: 6/17/2024
  7. Zero Inflation in May, Bond Rally Underway

    Published: 6/14/2024
  8. French Bond Markets Wobble. And No Bank of England Reserves Interest Grab From Labour.

    Published: 6/12/2024
  9. What A Week That Was! Elections Hit EM Assets, ECB’s ‘Unhappy’ Cut, And Bumper US Jobs.

    Published: 6/10/2024
  10. EU Bonds Going Into Global Indices

    Published: 5/31/2024
  11. Who’s Best For The Economy - Labour or Conservatives?

    Published: 5/28/2024
  12. Bank Of England To Skip A June Rate Cut

    Published: 5/24/2024
  13. Doctor Copper Makes A Record High

    Published: 5/20/2024
  14. Equity Yields Are Way Below Credit Yields. Does That Make Sense?

    Published: 5/15/2024
  15. US Economic Surprises Rolling Over?

    Published: 5/13/2024
  16. Greenspan, ‘Atlas Shrugged’, & 2001 A Space Odyssey

    Published: 5/8/2024
  17. US Employment Weakens, Bonds Rally

    Published: 5/3/2024
  18. Why Economics Needs To Be Sexier

    Published: 5/1/2024
  19. Gold vs Real Yields

    Published: 4/29/2024
  20. US Growth Slows Sharply in Q1, But Bonds Don’t Like PCE Inflation. 5% 2 Year Treasury Yields.

    Published: 4/26/2024

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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.