A Long Time In Finance – New Episode on Bond Markets
Loathe as I am to give the oxygen of publicity to rival podcasts talking about the bond markets, I can make an exception for those where I am the surprise guest. So I commend the A Long Time in Finance podcast run by Neil Collins and Jonathan Ford. Not only do they have high production values – they use microphones rather than shout at the iPhone like I do on Uncle Jim’s World of Bonds – but they also have cover art designed by Charles Peattie, who does the brilliant Alex cartoon in the Daily Telegraph.
Last week, Neil and I (Jonathan had overslept) talked about the horrors of the bond markets in recent months, and the problems around increasingly high levels of government borrowing. You can listen below.
The long view of finance, markets and money as seen by two veteran City editors, Neil Collins and Jonathan Ford. Sponsored by Briefcase.News
Hosted on Acast. See acast.com/privacy for more information.
It’s more than a decade since an American investor described the UK’s gilts market as resting “on a bed of nitroglycerine”. But with government bonds facing a plethora of troubles right now, from surging issuance driven both by current deficits and monetary policy, to persistent inflation, it’s time to turn again to UK investor and self styled “bond vigilante, Jim Leaviss of M&G to ask if there has ever been a worse time to hold a gilt.
Presented by Neil Collins, with the somewhat tardy participation of Jonathan Ford.
With Jim Leaviss.
Produced and edited by Nick Hilton for Podot.
In association with Briefcase.News
Hosted on Acast. See acast.com/privacy for more information.
Source: Spotify
And if you haven’t been listening to Uncle Jim’s World of Bonds, links to all episodes are on the Bond Vigilantes website: Uncle Jim’s World of Bonds
The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.