Uncle Jim’s World of Bonds

By Jim

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.

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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.

Uncle Jim’s World of Bonds episodes:

September 24, 2020 Joe Biden and the Bond Markets
Polls are suggesting that a Democrat “clean sweep” is possible in the US elections next month. If that happens, fiscal spending will rise significantly. In the podcast I look at Biden’s plans, including his future response to China.
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11min
September 18, 2020 The Bank of England gets ready for Negative Rates.
Yesterday the BoE told the market to prepare its systems for negative interest rates. There’s likely more QE on the way too. In today’s episode I also look at the latest from the Fed, and China’s possible entry into the WGBI.
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8min
September 14, 2020 Japan Special: is Japanification Such a bad thing after all?
Japan is getting a new Prime Minister later this week. Yoshihide Suga will replace Shinzo Abe. What does that mean for Japan’s low growth, high government debt economy. And is Japanification really a terrible outcome for the west?
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11min
September 11, 2020 David Graeber’s “Debt: the First 5000 years”. And explaining Sterling’s collapse.
Anthropologist David Graeber sadly died last week. One of his most important works is “Debt”, which challenges our idea of money, and calls for widespread debt forgiveness in society. In today’s podcast I look at that book, and also at the reasons behind the fall in the UK’s pound.
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9min
September 09, 2020 The Fed’s New Flexible Average Inflation Targeting (FAIT) Framework
Central Bank inflation targets don’t change very often, so it’s a massive deal when the world’s most important CB changes its goals. The Fed will no longer let disinflationary “bygones be bygones”. That means no rate hikes for a very very long time.
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7min
September 07, 2020 The World of Bonds is back! So what happened in August’s fixed income markets?
This is the first episode of Season 2 of the World of Bonds. In it I examine the yield curve steepening we’ve seen, the relentless grind lower in credit spreads, and the stabilisation of the US dollar.
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9min
July 30, 2020 Uncle Jim's Summer Bond Thoughts
This is the last episode of Series 1 of Uncle Jim's World of Bonds, although I'll be back over the summer if something interesting happens. In this longer episode, I look at what bond markets have learnt since lockdown began in March 2020. And what are the 5 things that I'm going to be reading up about over August?
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14min
July 27, 2020 GOLD!
A gold market special - how does today’s new record high for the “barbarous relic” relate to the world of bonds?
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13min
July 22, 2020 Evidence That Cutting Rates Below Zero Is Counterproductive?
We’ve got the first study on whether negative rates work from a behavioural point of view. Also today, the new Euro Area Recovery Plan, and a look at credit downgrades.
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7min
July 20, 2020 Are pandemics inflationary or deflationary?
You know we like a bit of economic history here, so here’s some evidence from hundreds of years of pandemics, from the Black Death to the flu of 1957.
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7min

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.