343 Episodes

  1. Powell vs Brainard: Winner Announced Today?

    Published: 11/22/2021
  2. U.K. Furlough Ends, But Employment Grows

    Published: 11/16/2021
  3. US Inflation: Highest for 30 Years

    Published: 11/11/2021
  4. China’s 🇨🇳 High Yield Market Turmoil Accelerates. And Real Bond Yields Hit Record Lows.

    Published: 11/9/2021
  5. COP26 - A Conversation With Climate Solutions Investor Randeep Somel.

    Published: 11/5/2021
  6. Scenes on Threadneedle Street.

    Published: 11/4/2021
  7. Australia & Italy - Central Banks Waving Goodbye?

    Published: 11/3/2021
  8. Back to Normal for the U.K. 🇬🇧?

    Published: 11/1/2021
  9. US 🇺🇸 Entering Recession Now?

    Published: 10/22/2021
  10. 🚨 Policy Error Alert 🚨

    Published: 10/19/2021
  11. 1980s: The Latin American Debt Crisis

    Published: 10/18/2021
  12. Nobel Prizes And Other Academic Stuff

    Published: 10/12/2021
  13. Jobs Weak, Bonds Weak

    Published: 10/11/2021
  14. Is the USA’s Sovereign Credit Rating Useful?

    Published: 10/7/2021
  15. Credit: Default Rates Still Falling, But Spreads Starting To Move Higher?

    Published: 10/5/2021
  16. Biden’s in Trouble: The GOP Smells Blood

    Published: 10/1/2021
  17. Stagflation

    Published: 9/29/2021
  18. US 🇺🇸 Default on 20th October?

    Published: 9/27/2021
  19. Bond Market Sell-off: Bank of England Triggers 10 bps+ Yield Spike

    Published: 9/24/2021
  20. Is Evergrande Contagious?

    Published: 9/21/2021

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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.