

Gilt Trip: Did UK government bonds almost blow up the financial system?
Oct 19, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 2min
Bond Sell-Offs in the US and Europe?
01:55 • 2min
Is the Growth Plan a Good Idea?
04:07 • 2min
Is There a New UK Government?
05:49 • 2min
What Is a Definition Benefit Pension?
08:05 • 2min
Isn't Pension a Pension?
09:51 • 2min
Leverage
11:41 • 2min
The Doom Loop
13:54 • 2min
The Bank of England - The Lender of Last Resort
15:25 • 2min
Pension Funds Are Not Subjected to Bank Runs
17:49 • 3min
The Liquidity Crisis Can Turn Into Insolvency Crisis
20:30 • 2min
What Did the Bank of England Really Do?
22:34 • 2min
The Moron Premium
24:26 • 3min
Government Spending Is a Bad Idea
27:38 • 2min
Is There a Crisis in the UK?
29:43 • 2min
Can the Bank of England Just Sort of Get Back on Track?
31:55 • 3min
Are These Pension Funds in Trouble?
34:28 • 2min
The Biggest Caveat I've Ever Heard in My Life
36:15 • 3min
Is the Bank of England in a Position Where Inflation Is So High That They're Trying to Find It?
38:48 • 2min
What Is a Haircut?
40:20 • 2min
Is the Haircut Getting Bigger?
42:16 • 3min