‘Finely Balanced’ - No BoE Cut, But It’s On The Way.
And a look at Noah Smith’s views on ‘elite overproduction’.
Om Podcasten
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.