JGBs

topic on 1 show · 2 statements across 2 episodes

2 statements about JGBs, every show

CAPITAL ALLOCATORS Assertion Contradicted

Gave: First Fed tightening cycle where EM bonds outperform US Treasuries

“This is the first Fed tightening cycle in my lifetime where emerging market bonds are crushing U.S. Treasuries, German bonds, JGBs.”

Louis-Vincent Gave Oct 10, 2022 ▶ 15:39 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)

CAPITAL ALLOCATORS Opinion

Barth: JGB market distortions will cause systemic issues for banks

“There aren't any JGBs left to own. The markets effectively become completely privatized, and that's going to have some real systematic issues, particularly as it relates to banks.”

Brett Barth Sep 19, 2022 ▶ 37:47 Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)

← every entity, every show

Turn any episode into a week of clips.

This entire site, thousands of episodes across every show transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

JGBs

2 statements about JGBs, every show

Turn any episode into a week of clips.