Uncle Jim’s World of Bonds
A podcast by Jim
343 Episodes
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Yields Drop Despite Hawkish Fed Rhetoric: Hike Expectations Peaking?
Published: 6/24/2022 -
The Deutsche Bank Default Study: Ouch
Published: 6/17/2022 -
Bondmageddon Continues.
Published: 6/15/2022 -
New 40 Year 🇺🇸 CPI High - and Record Low in Consumer Sentiment…
Published: 6/13/2022 -
Workers’ Power Returning? The Fed Thinks That Trade Unions Hold The Key To Inflation.
Published: 6/10/2022 -
Jubilee Special. Credit is rallying off its May lows.
Published: 5/30/2022 -
What does $ Strength Mean for Emerging Markets
Published: 5/27/2022 -
Recession fears grow. Stocks down, bond yields down. Bank of England under attack.
Published: 5/20/2022 -
Apocalypse Now. Andrew Bailey at the Treasury Select Committee
Published: 5/17/2022 -
Crytpo-crash, Michael Owen, and breaking pegs.
Published: 5/12/2022 -
Credit - No Hiding Place in Investment Grade Bonds. IG and HY both -9% this Year.
Published: 5/9/2022 -
Bank of England’s Recession Forecast - and a bleak day for markets
Published: 5/6/2022 -
Roundnumberitis: 3% US Treasury Bond Yields
Published: 5/3/2022 -
Season 7 of Uncle Jim’s World of Bonds
Published: 4/25/2022 -
The End of Crazy Quarter in Bond World (and the end of Season 6)
Published: 3/31/2022 -
Negative Bond Yields - RIP? ☠️
Published: 3/28/2022 -
Happy 2nd Birthday to UJWOB
Published: 3/24/2022 -
J-Pow to Bond Market: Drop Dead
Published: 3/22/2022 -
Bank of England’s Dovish Hike. Fed hikes for the first time since 2018.
Published: 3/18/2022 -
Fed Hike Day (probably)
Published: 3/16/2022
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.