Uncle Jim’s World of Bonds

343 Episodes

1. Gilt Market Special

   Published: 6/19/2020
2. The Spinal Tap Theory of Central Banking (“One Louder”). And is there an inflation spike?

   Published: 6/16/2020
3. Robin Hood, Robin Hood riding to Hertz’s rescue?

   Published: 6/15/2020
4. “The Looming Bank Collapse”?

   Published: 6/12/2020
5. Italy’s new GDP linked bond

   Published: 6/10/2020
6. 2.5 Million New Jobs

   Published: 6/8/2020
7. Surprise! The ECB overdelivers.

   Published: 6/5/2020
8. Recessions are Racist

   Published: 6/2/2020
9. Brexit, the velocity of money, Christopher Nolan’s cheap 747, ESG.

   Published: 5/28/2020
10. Argentina & Hertz - defaults coming thick and fast

    Published: 5/26/2020
11. The Psychology of Negative Interest Rates

    Published: 5/22/2020
12. Negative rates, everywhere

    Published: 5/21/2020
13. Equity markets and Credit Ratings

    Published: 5/19/2020
14. Debt Jubilees: Moral Hazard vs Fairness

    Published: 5/15/2020
15. Deflation in the USA. It’s here.

    Published: 5/13/2020
16. Negative US interest rates? That’s what the market thinks.

    Published: 5/11/2020
17. Reinhart & Rogoff Revisited

    Published: 5/7/2020
18. Why high government bond issuance doesn’t mean higher government bond yields

    Published: 5/5/2020
19. The Winner’s Curse - do you want to “win” a bond auction?

    Published: 5/4/2020
20. Is Trump going to default on China’s US Treasury holdings?

    Published: 5/1/2020