A Long Time In Finance As Good As Gold?
Oct 6, 2023
The podcast discusses the troubles facing the UK's gilts market, including surging issuance, persistent inflation, and monetary policy. They explore the impact of rising bond yields and the limit to government debt. The speakers also discuss the effects of rate rises on the housing market, highlighting the multiplier effect and predicting a less pleasant outcome. They delve into the connection between human psychology and spending habits, as well as the relationship between borrowing, economic growth, and debt repayment.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
The Current State of UK Government Borrowing and the Rising Yield in Bond Markets
02:37 • 6min
Rate Rises, Housing Market, and Economic Impact
08:49 • 11min
Exploring Human Psychology and Economic Indicators
19:22 • 2min
The Intersection of Borrowing, Economic Growth, and Debt Repayment
21:02 • 2min