343 Episodes

  1. Evergrande - China’s Lehman Brothers?

    Published: 9/17/2021
  2. ECB Taper: a Head-Scratcher

    Published: 9/14/2021
  3. Income Inequality Driving Bond Yields Lower?

    Published: 9/8/2021
  4. Season 5, Episode 1: Three Things Driving the World of Bonds

    Published: 9/6/2021
  5. Duncan Weldon’s “Muddling Through - the surprising story of Britain’s economy”

    Published: 8/23/2021
  6. Moyeen Islam: the Bank of England & Quantitative Tightening

    Published: 8/18/2021
  7. Uncle Jim’s 2021 Summer Special

    Published: 8/9/2021
  8. US 🇺🇸 GDP Misses - but don’t worry, it’s bullish!

    Published: 7/29/2021
  9. Record low US Real Yields amid a China Crisis 🇨🇳

    Published: 7/27/2021
  10. Morgan Stanley Paper: Debt Sustainability is Key

    Published: 7/16/2021
  11. US 🇺🇸 Inflation Higher Again - But Bond Markets Barely Move As Global Growth Fears Rise.

    Published: 7/13/2021
  12. The ECB Raises the Inflation Target

    Published: 7/9/2021
  13. Bonds Rally Again! More Buyers Than Sellers.

    Published: 7/7/2021
  14. Green Gilts

    Published: 7/5/2021
  15. “Where Credit Is Due” by Gregory Smith. Africa’s Sovereign Debt and its Future.

    Published: 6/29/2021
  16. Inflation Bottlenecks Ending?

    Published: 6/28/2021
  17. The De-Re-Inflation Trade.

    Published: 6/22/2021
  18. Fed Turns Hawkish. And is Australia 🇦🇺 Really A Huge Default Risk?

    Published: 6/17/2021
  19. U.K. 🇬🇧 Inflation Joins the Party 🎉

    Published: 6/16/2021
  20. 10 Reasons Why Treasury Bonds Are Rallying

    Published: 6/12/2021

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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.