Uncle Jim’s World of Bonds
A podcast by Jim
343 Episodes
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The Maradona Theory of Monetary Policy, and the Man With Maradona’s Shirt
Published: 11/30/2020 -
Yellen, Brainard & Shelton
Published: 11/25/2020 -
African Sovereign Debt: a Deep Dive with Gregory Smith
Published: 11/23/2020 -
Economic Long Covid
Published: 11/17/2020 -
Lena Dunham’s “Industry” and that 4% US Treasury Trade...
Published: 11/13/2020 -
Puppies and Inflation
Published: 11/11/2020 -
Bicycle Economics
Published: 11/9/2020 -
Bonds stabilise after their US Election rally - but the US$ is falling
Published: 11/6/2020 -
US Presidential Election Too Close To Call: but No Blue Wave
Published: 11/4/2020 -
Europe’s “Hamilton Moment”, and Piketty’s new film.
Published: 10/22/2020 -
Double Standards at the IMF?
Published: 10/19/2020 -
Might the U.K. be downgraded tonight? And memories of 1990s gilt auctions.
Published: 10/16/2020 -
Used Car Prices Up, but US inflation Weakens
Published: 10/14/2020 -
Fiscal Multipliers are POWERFUL at times like these
Published: 10/12/2020 -
Awful U.K. GDP, Technical Analysis for Beginners, & China.
Published: 10/9/2020 -
Defaults - What’s Priced In Now?
Published: 10/7/2020 -
Can Robots Predict Financial Crises?
Published: 10/5/2020 -
Lagarde, Reversal Rate Dynamics and Weak Eurozone Inflation Expectations
Published: 10/1/2020 -
It’s the Economy, Stupid.
Published: 9/30/2020 -
Bonds vs Equities - who’s winning in 2020?
Published: 9/28/2020
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.