logo
episode-header-image
Jul 22
39m 31s

Gilt Complex: Is Britain in Hock to the ...

PENSIONCRAFT
About this episode

Andy Burnham once said Britain had to “get beyond being in hock to the bond market”. That’s easier said than done when gilt yields are 5%, debt interest is running above £100bn a year, and the autumn Budget has no headroom left. Can the UK escape fiscal fatalism?

And in the Dumb Question of the Week: What's the oldest bond in the world? And is anyone still getting paid?

---

Thank you to Raisin UK for sponsoring this episode.

Receive a £100 welcome bonus when you register for a Raisin UK account using the code JULY100, open a fixed-rate bond with a term of 1 year or longer and deposit a minimum of £25,000 by 31 July 2026.

https://raisin-uk.pxf.io/c/4012142/3930337/12683?sharedid=uk-cmp-bonus-pensioncraft-podcasts-0726

New customers only, terms apply.

---

Get in touch

📧 mhr@pensioncraft.com

🎧 many-happy-returns.captivate.fm

---

Join PensionCraft

🌐 Become a member at pensioncraft.com

▶️ Subscribe on YouTube

---

Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2026 Many Happy Returns

Up next
Jul 29
Beta Noire: Unsolved Mysteries of the Market
Economists have spent half a century building elegant models of how markets work, and the markets have spent half a century ignoring them. We investigate the great unsolved mysteries of investing.And in the Dumb Question of the Week: If nobody can explain why stocks beat bonds, w ... Show More
38m 54s
Jul 15
The Declaration of Outperformance: Is America Still Exceptional?
Warren Buffett says “never bet against America”. But plenty of people spent the last eighteen months doing exactly that — betting the dollar would be dethroned and the "Sell America" trade would finally pay off. They're still waiting. We ask whether the United States is still exc ... Show More
45m 41s
Jul 8
Portfolio Positions: Your Starting XI of Asset Classes
As the World Cup reaches the quarter finals, we name our starting XI of asset classes. From the goalkeeper who does nothing for eighty-nine minutes to the super-sub you should never mistake for a starter. And in today’s Dumb Question of the Week: Does the World Cup affect stock p ... Show More
40m 55s
Recommended Episodes
Feb 2023
1470: Ask Farnoosh: All-Things Investing
Investing is a big theme on today's show. Listeners want to know:Should I sell my investments if they've performed poorly and I may need the money soon?What are the best types of investment accounts for retirement that don't have minimum ages for withdrawals? How do I prioritize ... Show More
28m 20s
Jan 2024
MM137: 2024 Market Predictions with Co-Founder Piers Curran
<p>Is the market right to price in six rate cuts from the Fed? Will the magnificent seven be seen as growth stocks or defensive plays? Will bonds and stocks be correlated in 2024? Piers breaks down the themes that matter.</p><br><p>Also, the world's biggest hedge funds have revea ... Show More
54m 8s
Apr 2018
Adventures in Finance 63 - Reality Check? The Case for Stocks
After a treacherous few months for equities, investor sentiment appears to have turned relatively ursine. But is the reality that stocks will continue to rise in the short-term at least? Neil Azous of Rareview Macro makes just that case. Plus, in the long/short segment, Grant Wil ... Show More
54m 53s
Feb 2024
Active investors! Assemble
<p>Of course we all know that passive investing delivers superior returns. But what if everyone is investing passively? Is there a case for active investing then? Recent research has shown that the explosion in index funds has made equities slower to respond to news. And also, it ... Show More
17m 21s
May 2024
New S&P 500 Highs Ahead?
Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, May 8th. On today's pod... New S&P Highs Ahead? Higher for Longer Impact on Stocks Uber & Shop Disaster Dujour FactSet’s Earnings Insight Subscribe to our news ... Show More
54m 33s
Feb 2024
MM142: Magnificent 7 vs Tech Bubble 5 (Similarities & Differences)
<p>Lots of sensational headlines this week on the risks to stocks with technology names being labeled the 'Big Tech Hype'.</p><br><p>So should investors be worried or are the tech stocks just trading at a fair valuation?</p><br><p>Join us for an episode that promises not only to ... Show More
35m 58s
Jul 2024
Having enough for retirement, mixed inflation news & the power of Renaissance Technologies
<p>A jam-packed episode of Equity Mates as we catch up on the news, discuss anxiety around superannuation and having enough for retirement and discuss what we've learned about investing legend Jim Simons and Renaissance Technologies</p><br><p>—------</p><br><p>Have an investing q ... Show More
38m 32s