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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.
November 06, 2023Kilkenomics: Oh My God - It’s Kilkenny!Also today - why you shouldn’t necessarily believe in really old people....more10minPlay
November 03, 2023Trump Trades 2024What would you do with your portfolio if you knew Trump was going to be next US President?...more14minPlay
October 26, 2023UJWOB Credit Special Part 2: Banks - The Dave Covey InterviewBanking analyst Dave Covey talks CS AT1s, BoA’s US Treasury bond holdings, CRE lending and so much more....more32minPlay
October 22, 2023The 4.99% US Treasury Yield and the Power of Convexity.Also: ‘Kilts’ and Central Bank Stories....more12minPlay
October 16, 2023UJWOB Credit Special: Part 1A deep(ish) dive into the corporate bond market....more30minPlay
October 13, 2023US Service Sector Inflation Kills The Bond Market RallyAnd Claudia Goldin wins the Economics Nobel Prize....more13minPlay
October 09, 2023US Employment, Flight-to-Quality On Middle East Fears, Italy.And a belated look at Arslanalp & Eichengreen’s paper on government debt levels. TL;DR - tough to get them down from here given the growth outlook....more13minPlay
October 06, 2023101 Reasons For The Great Bond Sell-OffAnd why Rishi Sunak faces a tricky election timing call given inflation base effects....more12minPlay
October 02, 2023A Summary Of Recent Bond & Currency MovesAnd Judy Stephenson’s letter to the FT about making sure you use the right inflation numbers when looking at historical building costs....more12minPlay
September 29, 2023Are the Monetarists Back?If they are, it could mean lower rates, not higher rates…...more12minPlay
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.