Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
The Bank of Japan Is Going to Increase Bond Purchases 25%
01:46 • 2min
Is There a Gliding Path to a Negative Rate?
04:06 • 2min
What's Your Outlier on 10 Year Yields?
05:51 • 2min
Investing in the Equity Market
07:57 • 1min
Do You Think the Bank of Japan Is Going to Normalize Default Rates?
09:22 • 2min
Is the Bank of Japan a Bet of Disinflation?
11:46 • 2min
Is There a Massive Rise in Interest Rates in Japan?
13:26 • 2min
What Does This Mean for Global Bonds?
15:22 • 2min
Are We Going Back 10 Years?
17:05 • 2min
Bond Markets
19:12 • 2min
Fixed Income Is Fashionable Again
20:44 • 2min
Will JP Morgan Issue High Yield Credit in a Recession?
22:15 • 2min
Pijim's the Out Thinking Investor - Season Two
24:02 • 2min
The Bank of Japan Is a Stagger to April
26:20 • 2min
What's the Constraint?
28:25 • 2min
The Japanese 10-Yen Is a Sure Thing, Right?
29:59 • 3min