343 Episodes

  1. Animal Crossing, zero interest rates, turnips.

    Published: 4/29/2020
  2. Defaults & Zombies

    Published: 4/28/2020
  3. Italy on the credit rating knife-edge. Are the rating agencies too powerful at a time like this?

    Published: 4/27/2020
  4. Are Central Banks and Governments simply going to cancel outstanding public debt?

    Published: 4/23/2020
  5. Emerging Markets: currencies down, bonds down.

    Published: 4/22/2020
  6. Debt monetisation: is New Zealand going to make another world “first”?

    Published: 4/21/2020
  7. Falling oil, first defaults, and “orphaned” Emerging Market debt

    Published: 4/20/2020
  8. Extend and Pretend: here come the bank waivers

    Published: 4/17/2020
  9. The Fed buys junk

    Published: 4/14/2020
  10. Did...the Bank of England just announce helicopter money?

    Published: 4/9/2020
  11. The flat Phillips Curve: no inflation in good times, no deflation in bad times?

    Published: 4/8/2020
  12. World War 2 and the Fed’s Yield Curve Control

    Published: 4/7/2020
  13. No Coronabonds - but the next best thing? And a look at rising UK inflation expectations.

    Published: 4/6/2020
  14. Follow the flows

    Published: 4/3/2020
  15. The Black Death and bond markets

    Published: 4/2/2020
  16. How did we go bankrupt? Gradually, then suddenly.

    Published: 4/1/2020
  17. Are we all going bust?

    Published: 3/31/2020
  18. Not now, credit rating agencies!

    Published: 3/30/2020
  19. Fallen Angels

    Published: 3/27/2020
  20. Coronabonds: is Europe ready for jointly guaranteed debt yet?

    Published: 3/26/2020

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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.