The Spinal Tap Theory of Central Banking (“One Louder”). And is there an inflation spike?

Huge rally in credit today on the back of the Fed’s corporate bond buying announcement. Also I look at a couple of academic papers on the lockdown inflation experience.

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.