Episode notes
Summary
As central banks wrestle with the "trilemma" of balancing the risks of inflation, recession and financial stability, Jonathan and Peter debate whether the bond market is giving us an accurate taste of what is to come.
00:32 - The first six months of the year
03:33 - Pundits predicting the market
10:25 - Getting inflation wrong
15:53 - Bond market signals
19:51 - Pricing in a trilemma
24:37 - Close
About Your Hosts
Jonathan Davis started his career as a financial journalist on UK national newspapers, including The Times and The Economist, before qualifying as a professional investor and moving into a new portfolio career as an author, columnist (for The Independent and Financial Times), publisher and investment strategist. He is curren ...
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peter seilerninflationbankingcrisisbondscentralbanks