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
Is There a Negative CPI?
02:23 • 5min
Nasdaq
07:10 • 3min
Is Powell Using Backwards Looking Inflation?
09:51 • 2min
Jeremy, I'm a Professor and I'll Be Back Next Week to Talk to Andrew and Andrew.
11:37 • 3min
What's the Current Dynamic?
14:48 • 6min
Is the Real Rates Moving Higher or Lower?
20:48 • 4min
Leveraged Bond Exposures - How Do You Manage That?
24:41 • 5min
Is There a Broader Industry Rethink of LDI?
29:37 • 4min
Will the Bank of England Be Able to Successfully Thread the Ness Into Bonds?
33:08 • 2min
Using LDI for UK Pension Schemes
35:34 • 3min
Leverage in Government Bonds - What's the Difference?
38:06 • 2min
Is There a Difference Between US and UK Bond Markets?
40:00 • 3min
What's the Total Size of LDI in the UK?
42:35 • 2min
Is the UK Reselling Tips to Buy UK Guilds?
45:02 • 2min
Hedging Inflation Outside of Bonds?
46:56 • 3min
Behind the Markets Podcast - Ben Clistold
50:17 • 2min