Les meilleurs podcasts Uncle Bo (2024)

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Sippin Iced Tea and Interviewing Rodney Waits Episode 1 season 1 40:05

2M ago40:05

40:05

Send us a text Episode 1: Finding Clarity in the Country "keepin it simple" – A Conversation with Rodney Waits Welcome everybody, thanks for stopping by! I do really appreciate you stopping by to grab some front porch, a rocker and glass of sweet tea to listen in as I share some modern and country values to help out my little buddy. So, allow me to…

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The LAST Ever UJWOB 17:24

5M ago17:24

17:24

Love from Jim x

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The End Of Season 13 Of UJWOB 11:05

5M ago11:05

11:05

A look at Biden’s awful first Presidential debate with Trump, and his 20% fall in betting markets overnight.

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Household Debt v Government Debt - It’s Different 9:43

5M ago9:43

9:43

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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‘Finely Balanced’ - No BoE Cut, But It’s On The Way. 9:57

6M ago9:57

9:57

And a look at Noah Smith’s views on ‘elite overproduction’.

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UK Inflation Back To Target. And A Look At The Deutsche Bank Annual Default Study. 11:02

6M ago11:02

11:02

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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European Credit Spreads Widen On France Fears 9:00

6M ago9:00

9:00

And China leaves rates on hold, despite weak house price news.

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Zero Inflation in May, Bond Rally Underway 11:23

6M ago11:23

11:23

But French assets are really struggling, and credit is starting to weaken.

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French Bond Markets Wobble. And No Bank of England Reserves Interest Grab From Labour. 12:58

6M ago12:58

12:58

Also: a smorgasbord of other bond market ephemera.

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What A Week That Was! Elections Hit EM Assets, ECB’s ‘Unhappy’ Cut, And Bumper US Jobs. 11:21

6M ago11:21

11:21

US rate cut now not fully priced until December.

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EU Bonds Going Into Global Indices 10:27

6M ago10:27

10:27

Could mean less demand for traditional EZ sovereign debt, especially as France risks a downgrade from S&P.

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Who’s Best For The Economy - Labour or Conservatives? 11:27

6M ago11:27

11:27

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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Bank Of England To Skip A June Rate Cut 10:26

6M ago10:26

10:26

And it’s not just because of July’s General Election - service sector inflation is too strong. 💪

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Doctor Copper Makes A Record High 9:02

7M ago9:02

9:02

Does that mean global growth is reaccelerating?

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Equity Yields Are Way Below Credit Yields. Does That Make Sense? 12:11

7M ago12:11

12:11

And Biden puts 100% tariffs on Chinese EVs.

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US Economic Surprises Rolling Over? 9:07

7M ago9:07

9:07

Aggregate US stats are now disappointing- although the rest of the world is doing OK.

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Greenspan, ‘Atlas Shrugged’, & 2001 A Space Odyssey 10:59

7M ago10:59

10:59

Also: Swedish rate cut, and no more excess savings left in America.

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US Employment Weakens, Bonds Rally 8:59

7M ago8:59

8:59

2 year US Treasury bond yields drop from 5% to 4.75% in 2 days.

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Why Economics Needs To Be Sexier 10:52

7M ago10:52

10:52

And H5N1 (Bird Flu) starts to get attention in financial markets. Gulp.

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Gold vs Real Yields 11:20

7M ago11:20

11:20

Also: yen intervention at last? And US immigration at 3 million per year.

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US Growth Slows Sharply in Q1, But Bonds Don’t Like PCE Inflation. 5% 2 Year Treasury Yields. 10:49

7M ago10:49

10:49

And Japanese inflation goes the other way, with a downside shock.

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The Tortured Bond Investors Department 10:21

8M ago10:21

10:21

Ben Bernanke v the Bank of England.

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UJWOB Season 13: Bond Markets Now More Pessimistic Than The Fed On Rate Cuts 11:32

8M ago11:32

11:32

And: Skyscraper - I Love You.

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India 🇮🇳 Special: Bond Index Inclusion In June, And Economic Outperformance 16:11

8M ago16:11

16:11

And RIP behavioural economist Daniel Kahneman.

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Anniversaries Galore! And Has The Fed Changed Its Reaction Function? 9:10

8M ago9:10

9:10

Looser Fed, so Barclays says ‘buy TIPS’.

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Central Banks Getting Fidgety: Moves From Switzerland, Mexico, Taiwan, Japan. 12:18

9M ago12:18

12:18

And I take a look at Monetary Policy Rules like the Taylor Rule (Spoiler Alert: the Fed should cut now).

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Finally - Good Inflation News For The First Time In Months. UK CPI Below Expectations. 8:19

9M ago8:19

8:19

Also: CPI index rebalancing, corporate default rates, and the extreme injustice of the Nottingham Forest points deduction.

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The End Of Negative Interest Rates in Japan 🇯🇵 11:47

9M ago11:47

11:47

The BoJ is expected to hike for the first time since 2007 later this week. And the Fed might signal a higher r* via the ‘dot plot’ at this week’s FOMC.

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Why Is The Last Mile The Hardest Mile? 10:07

9M ago10:07

10:07

And in credit-land, the NIP (New Issue Premium) has turned negative!

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The ‘Right Tail Risk’ Is Fading 10:59

9M ago10:59

10:59

The latest US jobs numbers reinforced the market’s view that the economy is resilient, but not re-accelerating.

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No Rabbits Left 🐇 For The UK 12:25

9M ago12:25

12:25

What does the Budget mean for gilts? And how does ‘tipflation’ get measured in the CPI?

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No Sign of Inflation Re-Accelerating In the PCE Deflator Data 11:14

9M ago11:14

11:14

And a load of economic ephemera to keep you entertained. Includes a disconnect in the textbooks as to the causes of the Great Depression.

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Larry Summers: A ‘Meaningful’ Chance Of A Fed Hike 8:56

9M ago8:56

8:56

And the cost of getting your kids driving a car. A drag on economic growth?

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Do NVIDIA’s Results Mean That r* Needs To Rise? 9:18

10M ago9:18

9:18

The AI boom could raise the world’s cost of capital.

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Fiscal Rules: Do Bond Investors Care? 18:06

10M ago18:06

18:06

And some economics related pop and rock songs. More needed please!

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‘Rishession’ For the UK 🇬🇧 10:26

10M ago10:26

10:26

And the Nikkei approaches its 1989 all time time, having fallen by 81% in the meantime.

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Government Bonds Start 2024 With A Bit Of A Kicking 9:20

10M ago9:20

9:20

And more motorway related urban myths.

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Is The Game Up For J-Pow As Trump Attacks? 7:33

10M ago7:33

7:33

And US employment is still on 🔥.

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Letter From America: the US Economic Outlook Live From Manhattan 15:05

10M ago15:05

15:05

What’s the best New York song by the way? The LCD Soundsystem one? Velvet Underground’s Waiting For My Man? Fairytale of NY? Empire State of Mind? Don’t say Frank Sinatra.