74 episodes
Uncle Jim’s World of Bonds Jim
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- Investing
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5.0 • 10 Ratings
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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.
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Europe’s “Hamilton Moment”, and Piketty’s new film.
The EU has issued its own bonds. And the film of Capital in the 21st Century.
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Double Standards at the IMF?
Today I look at sovereign CDS markets given the UK’s downgrade last week, and ask whether the IMF really has changed its tune over austerity.
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Might the U.K. be downgraded tonight? And memories of 1990s gilt auctions.
Today I look at the newly minted Nobel Economics prize winners, and their work on auction theory. Also Moody’s and the U.K. credit rating, and EMD fund flows.
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Used Car Prices Up, but US inflation Weakens
Today I look at a weak US CPI print, and an Economist article called “Eternal Zero” about low bond yields.
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Fiscal Multipliers are POWERFUL at times like these
Today I look at some new IMF research, as well as at a Chinese policy change, and an interview with the ECB’s Lane.
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Awful U.K. GDP, Technical Analysis for Beginners, & China.
Chances of negative rates have increased in the U.K. after a disappointing growth number for August. It should have been strong given Eat Out To Help Out.
Customer Reviews
Strikes the right balance
I’m thoroughly enjoying the series. As a financial risk manger in a high street bank this gives great insight to what my front office treasury might be up to! Fortunately I don’t need to know the ins and outs of their exploits so I’m glad that this podcast exists so I can understand the jargon they deploy and medium view on rates. This podcast strikes the right balance between introducing ideas and allowing the listener to join the dots and conclude for themselves. The 6 minute average length is perfect and I’m very grateful that jargon and new concepts are explained (eg bear flattened). This podcast has made me a better financial professional. Cheers Jim from a fellow supporter of a European cup winning sleeping giant. Up the villa
Great for big picture bond thoughts.
My morning fixed income primer.
Owen
Thoughtful commentary as always