343 Episodes

  1. Fed Hike Expectations Jump Higher

    Published: 2/20/2023
  2. The Wetherspoon’s Inflation Indicator, In Which Our Intrepid Podcaster Buys A Round

    Published: 2/9/2023
  3. Jay Powell: “The Labor Market is Extraordinary”.

    Published: 2/8/2023
  4. Bonds ❤️ Central Banks

    Published: 2/3/2023
  5. Bregret? Three Years After Brexit, How Did It Go?

    Published: 1/31/2023
  6. Instantaneous Inflation - Back to Target but Next Week the Fed, BoE and ECB Will All Hike

    Published: 1/27/2023
  7. Brazil 🇧🇷 and Argentina 🇦🇷 Talking About A Single Currency Zone

    Published: 1/23/2023
  8. 🇯🇵 A Japan Special - YCC and Kuroda 🇯🇵

    Published: 1/20/2023
  9. Debt Ceiling Self-Sabotage

    Published: 1/20/2023
  10. The Risk Rally Continues - Credit Loves the Good News Narrative

    Published: 1/16/2023
  11. Bluebirds>Black Swans. Hope for 2023?

    Published: 1/12/2023
  12. Season 9 of UJWOB: the end of the Negative Yielding Bond Era

    Published: 1/6/2023
  13. Uncle Jim’s 2023 Bond Market Outlook

    Published: 12/9/2022
  14. The End of Season 8 of UJWOB: The Powell Pivot?

    Published: 12/5/2022
  15. Alan Blinder: A Monetary & Fiscal History of the United States 1961-2021

    Published: 12/2/2022
  16. China 🇨🇳 Protests

    Published: 11/28/2022
  17. The Fixed Income Everything Rally.

    Published: 11/25/2022
  18. Paul the Octopus v Goldman Sachs

    Published: 11/21/2022
  19. The Inflation Turning Point?

    Published: 11/14/2022
  20. Midterms, Menu Costs, Crypto

    Published: 11/10/2022

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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.