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Uncle Jim’s World of Bonds
Jim
343 episodes
5 days ago
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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Investing
Business
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All content for Uncle Jim’s World of Bonds is the property of Jim and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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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Investing
Business
Episodes (20/343)
Uncle Jim’s World of Bonds
The LAST Ever UJWOB
Love from Jim x
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1 year ago
17 minutes 24 seconds

Uncle Jim’s World of Bonds
The End Of Season 13 Of UJWOB
A look at Biden’s awful first Presidential debate with Trump, and his 20% fall in betting markets overnight.
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1 year ago
11 minutes 5 seconds

Uncle Jim’s World of Bonds
Household Debt v Government Debt - It’s Different
And Australia may be out of the cricket (just enjoying typing that) but its inflation numbers sent bond markets lower yesterday.
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1 year ago
9 minutes 43 seconds

Uncle Jim’s World of Bonds
‘Finely Balanced’ - No BoE Cut, But It’s On The Way.
And a look at Noah Smith’s views on ‘elite overproduction’.
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1 year ago
9 minutes 57 seconds

Uncle Jim’s World of Bonds
UK Inflation Back To Target. And A Look At The Deutsche Bank Annual Default Study.
The ‘boiling frog’ impact of higher rates on credit is starting to be felt, but no big default rise until 2025.
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1 year ago
11 minutes 2 seconds

Uncle Jim’s World of Bonds
European Credit Spreads Widen On France Fears
And China leaves rates on hold, despite weak house price news.
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1 year ago
9 minutes

Uncle Jim’s World of Bonds
Zero Inflation in May, Bond Rally Underway
But French assets are really struggling, and credit is starting to weaken.
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1 year ago
11 minutes 23 seconds

Uncle Jim’s World of Bonds
French Bond Markets Wobble. And No Bank of England Reserves Interest Grab From Labour.
Also: a smorgasbord of other bond market ephemera.
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1 year ago
12 minutes 58 seconds

Uncle Jim’s World of Bonds
What A Week That Was! Elections Hit EM Assets, ECB’s ‘Unhappy’ Cut, And Bumper US Jobs.
US rate cut now not fully priced until December.
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1 year ago
11 minutes 21 seconds

Uncle Jim’s World of Bonds
EU Bonds Going Into Global Indices
Could mean less demand for traditional EZ sovereign debt, especially as France risks a downgrade from S&P.
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1 year ago
10 minutes 27 seconds

Uncle Jim’s World of Bonds
Who’s Best For The Economy - Labour or Conservatives?
Also: credit spreads are tight and stable. It was quiet - too quiet…. And CMBS takes its first big hit since the GFC.
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1 year ago
11 minutes 27 seconds

Uncle Jim’s World of Bonds
Bank Of England To Skip A June Rate Cut
And it’s not just because of July’s General Election - service sector inflation is too strong. 💪
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1 year ago
10 minutes 26 seconds

Uncle Jim’s World of Bonds
Doctor Copper Makes A Record High
Does that mean global growth is reaccelerating?
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1 year ago
9 minutes 2 seconds

Uncle Jim’s World of Bonds
Equity Yields Are Way Below Credit Yields. Does That Make Sense?
And Biden puts 100% tariffs on Chinese EVs.
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1 year ago
12 minutes 11 seconds

Uncle Jim’s World of Bonds
US Economic Surprises Rolling Over?
Aggregate US stats are now disappointing- although the rest of the world is doing OK.
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1 year ago
9 minutes 7 seconds

Uncle Jim’s World of Bonds
Greenspan, ‘Atlas Shrugged’, & 2001 A Space Odyssey
Also: Swedish rate cut, and no more excess savings left in America.
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1 year ago
10 minutes 59 seconds

Uncle Jim’s World of Bonds
US Employment Weakens, Bonds Rally
2 year US Treasury bond yields drop from 5% to 4.75% in 2 days.
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1 year ago
8 minutes 59 seconds

Uncle Jim’s World of Bonds
Why Economics Needs To Be Sexier
And H5N1 (Bird Flu) starts to get attention in financial markets. Gulp.
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1 year ago
10 minutes 52 seconds

Uncle Jim’s World of Bonds
Gold vs Real Yields
Also: yen intervention at last? And US immigration at 3 million per year.
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1 year ago
11 minutes 20 seconds

Uncle Jim’s World of Bonds
US Growth Slows Sharply in Q1, But Bonds Don’t Like PCE Inflation. 5% 2 Year Treasury Yields.
And Japanese inflation goes the other way, with a downside shock.
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1 year ago
10 minutes 49 seconds

Uncle Jim’s World of Bonds
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.