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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 on... more
FAQs about Uncle Jim’s World of Bonds:How many episodes does Uncle Jim’s World of Bonds have?The podcast currently has 344 episodes available.
September 17, 2021Evergrande - China’s Lehman Brothers?Chinese property company Evergrande is in trouble. It’s bonds have fallen to 25 cents in the dollar. Is this the “big one” for Chinese real estate?...more12minPlay
September 08, 2021Income Inequality Driving Bond Yields Lower?Have a read of the Mian, Straub & Sufi paper (or the FT’s Robert Armstrong’s summary of it)....more11minPlay
September 06, 2021Season 5, Episode 1: Three Things Driving the World of BondsThe Delta slowdown, the end of the US global policeman role, and China’s pushback on capitalism....more13minPlay
August 23, 2021Duncan Weldon’s “Muddling Through - the surprising story of Britain’s economy”Duncan’s new book is a “must read” look at how the British economy became the world’s leader - and what went wrong thereafter…...more40minPlay
August 18, 2021Moyeen Islam: the Bank of England & Quantitative TighteningAn interview with the famous Barclays government bond strategist, Moyeen Islam. The BoE has announced its QE exit policy - have they got it right?...more23minPlay
August 09, 2021Uncle Jim’s 2021 Summer SpecialWhat does the rest of the year hold for bond investors?...more25minPlay
July 29, 2021US 🇺🇸 GDP Misses - but don’t worry, it’s bullish!Inventory drawdown results in a growth miss for the States. Also today, the Fed starts thinking about tapering....more9minPlay
July 27, 2021Record low US Real Yields amid a China Crisis 🇨🇳The Chinese and HK stock markets are tumbling on regulatory fears. Add that to the existing Delta Variant worries and US TIPS real yields are at record lows of -1.1%....more9minPlay
July 16, 2021Morgan Stanley Paper: Debt Sustainability is KeyR-G is the most important thing, not an arbitrary debt/GDP level....more10minPlay
FAQs about Uncle Jim’s World of Bonds:How many episodes does Uncle Jim’s World of Bonds have?The podcast currently has 344 episodes available.