343 Episodes

  1. The Maradona Theory of Monetary Policy, and the Man With Maradona’s Shirt

    Published: 11/30/2020
  2. Yellen, Brainard & Shelton

    Published: 11/25/2020
  3. African Sovereign Debt: a Deep Dive with Gregory Smith

    Published: 11/23/2020
  4. Economic Long Covid

    Published: 11/17/2020
  5. Lena Dunham’s “Industry” and that 4% US Treasury Trade...

    Published: 11/13/2020
  6. Puppies and Inflation

    Published: 11/11/2020
  7. Bicycle Economics

    Published: 11/9/2020
  8. Bonds stabilise after their US Election rally - but the US$ is falling

    Published: 11/6/2020
  9. US Presidential Election Too Close To Call: but No Blue Wave

    Published: 11/4/2020
  10. Europe’s “Hamilton Moment”, and Piketty’s new film.

    Published: 10/22/2020
  11. Double Standards at the IMF?

    Published: 10/19/2020
  12. Might the U.K. be downgraded tonight? And memories of 1990s gilt auctions.

    Published: 10/16/2020
  13. Used Car Prices Up, but US inflation Weakens

    Published: 10/14/2020
  14. Fiscal Multipliers are POWERFUL at times like these

    Published: 10/12/2020
  15. Awful U.K. GDP, Technical Analysis for Beginners, & China.

    Published: 10/9/2020
  16. Defaults - What’s Priced In Now?

    Published: 10/7/2020
  17. Can Robots Predict Financial Crises?

    Published: 10/5/2020
  18. Lagarde, Reversal Rate Dynamics and Weak Eurozone Inflation Expectations

    Published: 10/1/2020
  19. It’s the Economy, Stupid.

    Published: 9/30/2020
  20. Bonds vs Equities - who’s winning in 2020?

    Published: 9/28/2020

14 / 18

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.