A Long Time In Finance – New Episode on Bond Markets

By Jim Leaviss

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.

A Long Time In Finance
A Long Time In Finance

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.

As Good As Gold?
byJonathan Ford and Neil Collins

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.

Jim Leaviss

Job Title: CIO Public Fixed Income

Specialist Subjects: Macro economics and fixed interest asset allocation

Likes: Cycling, factory records, dim sum

Heroes: Brian Clough, Morrissey, Neil Armstrong

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