330 episodes
Uncle Jim’s World of Bonds Jim
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- Negócios
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.
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Equity Yields Are Way Below Credit Yields. Does That Make Sense?
And Biden puts 100% tariffs on Chinese EVs.
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US Economic Surprises Rolling Over?
Aggregate US stats are now disappointing- although the rest of the world is doing OK.
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Greenspan, ‘Atlas Shrugged’, & 2001 A Space Odyssey
Also: Swedish rate cut, and no more excess savings left in America.
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US Employment Weakens, Bonds Rally
2 year US Treasury bond yields drop from 5% to 4.75% in 2 days.
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Why Economics Needs To Be Sexier
And H5N1 (Bird Flu) starts to get attention in financial markets. Gulp.
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Gold vs Real Yields
Also: yen intervention at last? And US immigration at 3 million per year.