James Thompson

speaker

6,026 appearances 19 recordings 2 series first heard Apr 2026 last heard 4d ago

James Thompson’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 19 in all, peaking in Jul 2026 with 5.

Appearances

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Chanticleer · Why your pay's going backwards, dividends surprise & bond market blues explained · 21 Aug 2026 podcast

So every day, billions of dollars, hundreds of billions of dollars of bonds are bought and sold, and the price of those voice-verified

Those bonds changes depending on lots of things. voice-verified

Now, say you buy a 10 year bond with a five percent interest rate or coupon tomorrow. voice-verified

In five years' time, when you decide to sell the bond, the rate of inflation in the economy might be different. voice-verified

So that five percent yield might need to be higher or lower, adjusted in some way to reflect those changing circumstances. voice-verified

And what uh voice-verified

Yeah. voice-verified

So the bond investors want to receive a greater amount of compensation for the risk of lending to the government. voice-verified

That's what the higher yields tell us. voice-verified

So think of it another way. voice-verified

As the yield on a bond rises, the price that a buyer is willing to pay for the actual bond falls. voice-verified

So that's why we often say yields rise, prices fall when it comes to bonds. voice-verified

Bond investors are worried about a few things. voice-verified

They're worried about the war in Iran making oil prices worse, which will push up inflation around the world. voice-verified

And particularly in some of those economies where they have to import a lot of their energy, you know, they're particularly exposed to inflation. voice-verified

They're worried that government debt is crazily high. voice-verified

Now, the US debt hit forty trillion dollars US this week, which is a special milestone. voice-verified

And we even got a milestone down here because Australia's national debt briefly went through the $1 trillion mark for the first time in history. voice-verified

What bond investors are also worried about is AI. voice-verified

Now, we've talked a lot on the podcast about how big tech companies are now selling bonds too. voice-verified

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