Talking Data

By Arbor Research & Trading

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Subscribers: 29
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Episodes: 411

Description

Welcome to Talking Data: A series of podcasts hosted by Arbor Research featuring Jim Bianco of Bianco Research, Sam Rines and Petr Pinkhasov of Arbor Data Science. We will host a series of discussions which will offer timely insights into macro data and its impact on the economy and markets. Arbor Research & Trading is an institutional research and brokerage firm that produces innovative research across a broad range of global fixed-income, equity currency, and commodity markets. For further information on Arbor Research & Trading please contact Gus Handler at gus.handler@arborresearch.com.

Episode Date
If I’m Right On The 10-Year Yield, Watch How Bearish Everyone’s Going To Be | Jim Bianco
Apr 30, 2024
Real Vision Daily Briefing #1024 - Has the Fed Lost Its Way? with Jim Bianco
Apr 27, 2024
Jim Bianco joins CNBC to discuss the BOJ Yen Intervention, US Bond Market & Next Week’s Fed Meeting
Apr 27, 2024
Jim Bianco joins Bloomberg to discuss Economic Data, the Timing of Fed Rate Cuts & the Bond Market
Apr 26, 2024
Traders Edge Ep 38 | MoneyShow Edition With Jim Bianco, Tracy Shuchart & Mitch Roschelle | 4.24.24
Apr 25, 2024
Talking Data Episode #294: Bonds’ Year-to-Date Performance
Apr 25, 2024
Economic MURDER Needs To Happen, GOLD Price Puzzle | Jim Bianco
Apr 24, 2024
Jim Bianco joins Fox Business to discuss “No Landing,” Inflation & the Federal Reserve
Apr 23, 2024
Jim Bianco joins Schwab Network to discuss the Stock & Bond Market, the Federal Reserve & Bitcoin
Apr 22, 2024
Talking Data Episode #293: The Big Picture on Inflation and the Economy
Apr 17, 2024
Financial Sense Newshour: Inflation Up Across the Board, US Spending in Panic Mode
Apr 15, 2024
Jim Bianco: What will BREAK the ECONOMY? | EP.14
Apr 15, 2024
Jim Bianco joins Making Money with Charles Payne from MoneyShow's 2024 Investment Masters Symposium
Apr 12, 2024
Jim Bianco joins the 2024 Hedgeye Investing Summit
Apr 09, 2024
Managing a Portfolio in a Higher Rate Environment | Masters in Business: At The Money
Apr 08, 2024
Jim Bianco joins Fox Business to discuss Why Interest Rates Matter, No Landing & Higher Bond Yields
Apr 02, 2024
Does the Bitcoin ETF Have A Downside? With Jim Bianco
Apr 01, 2024
Talking Data Episode #292: Observable Yields
Mar 27, 2024
Jim Bianco joins Fox Business to discuss "No Landing," Post-Lockdown Economy & the Neutral Rate
Mar 27, 2024
Talking Data Episode #290: The U.S. Stands Alone
Mar 26, 2024
Jim Bianco joins Bloomberg to discuss the Bond Market, Inflation & Liquidity
Mar 25, 2024
Jim Bianco joins Fox Business to discuss today's FOMC Meeting, No Landing & the Bond Market
Mar 20, 2024
Fed may not cut rates at all this year, according to market forecaster Jim Bianco
Mar 18, 2024
Real Vision Daily Briefing #995 - Is a June Rate Cut off the Table? | With Jim Bianco
Mar 18, 2024
Another FED Error As Powell Won't Cut Rates? with Jim Bianco
Mar 18, 2024
On The Margin: Who Is Buying The Bitcoin ETFs? | Eric Balchunas & Jim Bianco
Mar 13, 2024
Talking Data Episode #289: What Does It Mean That the Stock Market Is Down to the Fabulous Four?
Mar 13, 2024
Jim Bianco joins Fox Business to discuss Concentration/Sentiment in the Market, Crypto Energy Usage
Mar 11, 2024
How Far Can the “Big 4” Stocks Carry the Current Rally?
Mar 11, 2024
Jim Bianco makes the case for the Fed to help this concentrated market
Mar 11, 2024
The Price of Truth - Jim Bianco | tastylive network
Mar 06, 2024
Jim Bianco joins Bloomberg to discuss Fed Policy, Stock Market Dynamics & the 2024 Election
Mar 06, 2024
Talking Data Episode #287: What's Going On With The Bitcoin ETFs?
Mar 06, 2024
Jim Bianco joins Bloomberg to discuss Rate Cuts, Inflation Bottoming & Savings/Consumer Spending
Mar 04, 2024
Jim Bianco: The New Normal - Making Markets, Episode #19
Mar 01, 2024
Jim Bianco on the Disconnect in the Economy, Wall Street's Contrarian Sentiment & Bitcoin ETFs
Mar 01, 2024
MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?
Mar 01, 2024
Jim Bianco Isn't Sold on the ETF Narrative. Here's Why. - "Markets Daily" Crypto Update
Feb 28, 2024
The Investopedia Express: What the Non-Consensus View is Telling us About Capital Markets Today
Feb 27, 2024
Jim Bianco joins Bloomberg to discuss the Disconnect in the Market, Rate Cuts & Path of Inflation
Feb 26, 2024
Market Insights with Jim Bianco: Navigating Through Economic Signals | Hedge Fund Telemetry
Feb 24, 2024
Jim Bianco joins Fox Business to discuss the Bond Market, No Landing & Optimism in the Market
Feb 23, 2024
Jim Bianco discusses the WisdomTree Bico Total Return Fund ETF $WTBN with Bloomberg ETF IQ
Feb 22, 2024
Jim Bianco joins Bloomberg's ETF IQ to discuss Bitcoin ETFs, $WTBN ETF & why he is Bearish on Bonds
Feb 22, 2024
Talking Data Episode #286: Is “Last Mile” the New “Transitory?”
Feb 21, 2024
Real Vision Daily Briefing Episode #976: What’s the Best Way to Hedge Inflation With Jim Bianco
Feb 16, 2024
Danielle DiMartino Booth & Jim Bianco: Recession vs "No Landing," Rate Cuts, and Bitcoin vs. ETFs
Feb 16, 2024
Jim Bianco joins Fox Business to discuss Supercore Inflation, Consumer Spending & Gas Prices
Feb 15, 2024
Jim Bianco joins CNBC Last Call to discuss Passive vs Active Investing
Feb 14, 2024
Jim Bianco on the Real Story Behind Inflation and Higher Interest Rates
Feb 11, 2024
Banking Crisis Back to Haunt Us? Why We Can’t Rule Out a Complete System Failure: Jim Bianco
Feb 09, 2024
Jim Bianco joins Fox Business to discuss the "No Landing" Outlook, Rate Cuts in 24, Food Inflation
Feb 06, 2024
Jim Bianco's Masterclass on Federal Reserve Policies and Market Trends
Feb 05, 2024
Talking Data Episode #285: Is Goods Inflation About to Make a Return?
Feb 01, 2024
DoubleLine Capital Round Table Prime 2024: Audience Q&A
Jan 31, 2024
Jim Bianco joins Bloomberg to discuss today's FOMC Meeting, Bond Market Volatility & Inflation
Jan 31, 2024
Jim Bianco joins Fox Business to discuss Changes in the Workplace Environment & Remote Work
Jan 29, 2024
Jim Bianco on a “No Landing” Economy, Sticky Inflation and Powell Pivot - Episode #149
Jan 26, 2024
Jim Bianco on Bond Index Construction, Interest Rates, & Credit Risk
Jan 23, 2024
The Hidden Truth About Housing Inflation: Government vs Real Data - James Bianco
Jan 23, 2024
DoubleLine Capital Round Table Prime 2024: Jim Bianco
Jan 22, 2024
DoubleLine Capital Round Table Prime 2024: Part 3 - Best Ideas
Jan 22, 2024
DoubleLine Capital Round Table Prime 2024: Part 2 - Market Outlook
Jan 22, 2024
DoubleLine Capital Round Table Prime 2024: Part 1 - Macro
Jan 19, 2024
The Fed Fears A Liquidity Crisis More Than An Inflationary One | Jim Bianco
Jan 18, 2024
Jim Bianco joins Fox Business to discuss Interest Rates, Geopolitical Conflicts & Economic Data
Jan 17, 2024
Why The 10-Year Treasury Yield Could Surge To 5.5% And What It Means For Stocks | Jim Bianco
Jan 09, 2024
Economic Shakeup: Bianco's Bold Bond & Bitcoin Predictions For 2024
Jan 09, 2024
Jim Bianco Introduces the Bianco Research Fixed Income Total Return Index & ETF $WTBN
Jan 08, 2024
Jim Bianco joins Bloomberg to discuss Interest Rates, Inflation & the Change in the Nature of Work
Jan 08, 2024
Jim Bianco joins Fox Business to discuss Bitcoin Spot ETF Approval, Jobs Market & the Bond Market
Jan 05, 2024
Jim Bianco joins CNBC to give his take on Fed Rate Cuts, Bond Yields & Sticky Inflation
Jan 03, 2024
On the Margin Podcast: Jim Bianco's Big Predictions For 2024
Jan 03, 2024
Jim Bianco: Good, Better, & Not-So-Good News About Higher Rates and the Return to “Normal”
Jan 02, 2024
Jim Bianco joins Bloomberg to discuss the Bond Market, Type of Landing & Path of Inflation in 2024
Jan 02, 2024
Jim Bianco joins Fox Business to discuss the Bond Market, Rate Cuts, CPI/Average Hourly Earnings
Dec 29, 2023
MacroVoices #407: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More
Dec 22, 2023
Introducing Our Index & Our 2024 Outlook
Dec 21, 2023
Jim Bianco joins Fox Business to discuss the Soft Landing Narrative, Inflation & Interest Rates
Dec 20, 2023
Jim Bianco discusses Yesterday’s FOMC Meeting, Reaccelerating Inflation & Financial Conditions
Dec 14, 2023
Talking Data Episode #279: Returning Liquidity & Asset Prices
Dec 13, 2023
WisdomTree Bianco Total Return Fund $WTBN: Bianco Research Fixed Income Total Return Index
Dec 12, 2023
Real Vision Daily Briefing #934: Is the Recession Forecast Wrong With Jim Bianco
Dec 12, 2023
Jim Bianco on Fox Business discussing No Landing Scenario, Bond Yields & the Return of Stock-Picking
Dec 08, 2023
Jim Bianco joins CNBC to discuss No Landing, Real GDP Growth, Sticky Inflation & the End of TINA
Dec 07, 2023
Grant’s Current Yield Podcast: Murder By Higher Rates featuring Jim Bianco
Dec 04, 2023
Jim Bianco joins CNBC to discuss the Current State of the Bond Market
Nov 30, 2023
Jim Bianco discusses External Forces on the Economy, Rate Hikes/Cuts in 2024, Impact of Interest Rates
Nov 27, 2023
Jim Bianco on "The Biggest Economic Event of Our Lifetime" & The End of the 40-Year Bond Bull Market
Nov 16, 2023
Jim Bianco joins Bloomberg to discuss Consumer Spending, Growth Forecasts, Interest Rates Post QE
Nov 16, 2023
Talking Data Episode #273: Short Squeeze or New Bond Rally?
Nov 16, 2023
Currencies From Digital to Physical ft. Jim Bianco & Ram Ahluwalia
Nov 13, 2023
Jim Bianco discussing Inflation Expectations, Interest Rates vs Earnings Reports & The Magnificent 7
Nov 10, 2023
Jim Bianco discusses the bond markets reaction to the October jobs report
Nov 06, 2023
Jim Bianco joins Fox Business to discuss Inflation, the Bond Market & Post-Pandemic Debt Dynamics
Nov 01, 2023
Talking Data Episode #269: Do Not Expect a Reversion to the QE-Era
Nov 01, 2023
Exploring Macro Markets: Insights into US and Canadian Economic Trends
Oct 30, 2023
Jim Bianco: A “Unique Optimist’s” Take on Higher Rates, Higher Volatility, & Higher Inflation
Oct 26, 2023
Jim Bianco and Harry Melandri discuss all things macro at the MI2 Partners Global Macro Summit
Oct 25, 2023
Jim Bianco joins Bloomberg to discuss the Post-Shutdown Economy, Real Yields & the Yield Curve
Oct 25, 2023
Talking Data Episode #266: Bond Bulls Stay Strong, What Next?
Oct 25, 2023
Jim Bianco joins Fox Business to discuss Earnings Season, Stock Market Trend, Bitcoin & Bitcoin ETFs
Oct 24, 2023
FED Policy Error to Intensify Bond Carnage? with Jim Bianco
Oct 23, 2023
Jim Bianco & Keith McCullough: Hedgeye Investing Summit
Oct 10, 2023
Jim Bianco joins Bloomberg to discuss the Bond Market, Fed Hikes/Cuts & Oil Prices
Oct 10, 2023
Jim Bianco discusses the Bond Market, Real Yields, Bank Walk, Fair Value & Government Shutdown
Oct 04, 2023
Jim Bianco joins joins CNBC’s Fast Money to discuss the Bond & Stock Market, Inflation & Fed Policy
Oct 03, 2023
Talking Data Episode #258: A Historical Perspective of R*
Oct 03, 2023
Jim Bianco joins Schwab Network to discuss his Q4 Outlook, Inflation/Growth Outlook, Fed Rate Hikes
Oct 02, 2023
Jim Bianco: Higher Interest Rates, Flight to Short-Term Bonds
Sep 26, 2023
Jim Bianco joins Fox Business to discuss the Bond Market & Federal Reserve Policy
Sep 22, 2023
Jim Bianco joins Bloomberg to discuss today's FOMC Decision
Sep 20, 2023
Bank Walks Retail & Tokenized Banking with Jeremy Schwartz and Jim Bianco
Sep 20, 2023
Jim Bianco joins Fox Business to discuss Surging Oil Prices, the Bond Market & Post-Shutdown Economy
Sep 15, 2023
Jim Bianco discusses Energy Prices, the Post-Shutdown Economy, Central Bank Policy & the Bond Market
Sep 15, 2023
Permissionless II: Do We Still Need to Worry About Macro? w/ Jim Bianco, Jurrien Timmer & Mark Yusko
Sep 12, 2023
What the Post-Covid Economy Looks Like with Jim Bianco: Peak Prosperity
Sep 12, 2023
Talking Data Episode #251: The Basis Trade and Bond Market Sentiment
Sep 12, 2023
Jim Bianco joins Fox Business to discuss the Bank Walk, Bankruptcy Boom & latest in the Crypto Market
Sep 08, 2023
Talking Data Episode #248: Revisiting 0DTE
Sep 07, 2023
Exploring Financial Frontiers: Jim Bianco's Insights on Interest Rates, Treasury Yields, and Jobs
Sep 06, 2023
Jim Bianco joins Bloomberg to discuss Future Rate Hikes, the Bond Market, the Energy Market & China
Sep 05, 2023
#245: Updating the Bank Walk
Aug 30, 2023
Jim Bianco joins CNBC to discuss the Bond Market, Long-Term Inflation Projections & Rate Cuts
Aug 29, 2023
Jim Bianco recaps Powell's Jackson Hole speech, discusses an inflation roadmap, gives a China update
Aug 28, 2023
Jim Bianco joins Bloomberg to recap Powell's Jackson Hole Speech, Bond Yields & the Stock Market
Aug 25, 2023
Jim Bianco joins Fox Business to discuss The Magnificent 7, a Bank Walk Update & The Bank of Japan
Aug 22, 2023
Jim Bianco joins CNBC to discuss what the Bond Market sell-off means for investors
Aug 21, 2023
Jim Bianco joins CNBC to discuss the Reasoning & Impact of Higher Bond Yields, Jackson Hole & China
Aug 18, 2023
Jim Bianco joins Fox Business to discuss Capitalism, Bond Yields, Mortgage Rates & the Oil Market
Aug 14, 2023
Jim Bianco joins CNBC to discuss Treasury Inflows, Yield Curve Steepening, Inflation Reaccelerating
Aug 11, 2023
The Fed’s Fight With Inflation Is Not Over (Here’s Why) | Jim Bianco & Samuel Rines (Camp Kotok)
Aug 11, 2023
Jim Bianco joins Bloomberg to discuss Re-Accelerating Inflation, Future Rate Hikes & No Landing
Aug 10, 2023
Jim Bianco joins TD Ameritrade Network to discuss the Stock/Bond Relationship & the Fed's Outlook
Aug 10, 2023
#240: The Bank Walk Continues…And It Matters
Aug 08, 2023
Jim Bianco discusses a Potential Soft Landing, WFH/Hybrid Work, Second Half Stock Market Performance
Aug 01, 2023
Jim Bianco joins Bloomberg to discuss Federal Reserve & Bank of Japan Policy, China's Weak Recovery
Jul 31, 2023
Jim Bianco joins Fox Business to discuss yesterday’s FOMC Meeting & Today’s GDP Report
Jul 27, 2023
Jim Bianco joins Bloomberg to discuss today's Rate Hike, the Fed's Inflation Fight & Decision Making
Jul 26, 2023
Jim Bianco joins CNBC fast Money to discuss tomorrow’s FOMC Meeting
Jul 25, 2023
#237: What Does The Stock Market See?
Jul 24, 2023
Jim Bianco joins Bloomberg Surveillance to discuss Inflation Base Effect, Rate Hikes & Stock Market Performance
Jul 18, 2023
Jim Bianco joins Fox Business to discuss S&P 500 CEO vs NBA Salaries and the Inflation Base Effect
Jul 17, 2023
Jim Bianco discusses the Market Rally & the Relationship Between Bond Yields & the Stock Market
Jul 10, 2023
Jim Bianco on TD Ameritrade Network discussing the Large/Small Cap Divergence & Bank Underperformance
Jul 03, 2023
Jim Bianco joins Bloomberg to discuss the Inflation Base Effect, the Economy, what the Fed does next
Jul 03, 2023
Julian Brigden joins Jim Bianco to chat through markets and provide exciting details about their upcoming Global Macro Summit
Jul 01, 2023
Jim Bianco discusses a Potential Recession, Inflation Base Effects, Rate Hikes, & the Bond Market
Jun 30, 2023
#234: Is Inflation Bottoming in June?
Jun 30, 2023
Jim Bianco joins Fox Business to discuss the Inflation Base Effect, Fed Rate Hikes, Recession Gauge
Jun 23, 2023
Jim Bianco on FoxBusiness discussing the July Fed Meeting, Bond/Stock Market Message, Inflation Path
Jun 16, 2023
#231: Is the Easy Disinflation… Over?
Jun 14, 2023
#230: Is a Liquidity Squeeze Coming?
Jun 12, 2023
Jim Bianco joins Fox Business to discuss Future Rate Hikes, Fed Speak, the Job Market & Debt Ceiling
May 31, 2023
Jim Bianco joins Fox Business to discuss the Debt Ceiling, Inflation & the U.S. Economy
May 26, 2023
#226: Why are the Markets So Calm About the Debt Ceiling?
May 22, 2023
Jim Bianco joins FoxBusiness to discuss Retail Sales, Regional Banks, & Charles' Favorite Fed Member
May 19, 2023
Jim Bianco joins Bloomberg to talk the Post-Pandemic Market, the Fed, Regional Banks, Debt Ceiling
May 18, 2023
#225: Oil – Why the Grade Matters
May 15, 2023
Jim Bianco joins Fox Business to discuss the Fed's Senior Loan Officer Survey & Regional Banks
May 08, 2023
Jim Bianco joins CNN to discuss the Debt Limit along with current and future market implications
May 01, 2023
Jim Bianco joins CNBC to discuss the banking crisis & how it factors into the Fed's decisions
May 01, 2023
Jim Bianco discusses what collapse of First Republic Bank means for the overall banking systems.
May 01, 2023
#223: Banking, Deposits and the Debt Ceiling
May 01, 2023
Jim Bianco joins Fox Business to discuss Central Bank Influence, M2 Money Supply & WFH/Hybrid Work
Apr 26, 2023
Jim Bianco joins Fox Business to discuss Proposed Fed Regulations on Smaller Banks & Tax Season Data
Apr 21, 2023
Jim Bianco joins Fox Business to discuss Recessionary Risks, the PPI Report & Bank Earnings Reports
Apr 13, 2023
Jim Bianco joins BloombergTV to discuss the Fed’s Inflation Target & the WFH/Hybrid Work Environment
Apr 13, 2023
#218: Is A Credit Crunch Coming?
Apr 10, 2023
Talking Data Episode #217: VCs – The New Oilmen
Apr 07, 2023
Jim Bianco joins Fox Business to discuss the Banking Crisis, Market Conditions & the Jobs Report
Apr 06, 2023
Talking Data Episode #216: What Did We Learn From The Banking Statistics - Part 2
Apr 05, 2023
Jim Bianco joins CNBC to discuss the Bank Crisis, Bond Market Volatility & Equity Market Performance
Apr 04, 2023
Jim Bianco says that for the moment the stock market is moving up, but bank stocks do not agree.
Apr 04, 2023
Talking Data Episode #216: What Did We Learn From The Banking Statistics? - Part 1
Apr 03, 2023
Jim Bianco on Bloomberg TV discussing the latest in the Regional Banking Crisis & the Federal Reserve
Mar 31, 2023
Jim Bianco on Fox Business discussing Money Leaving Banks, Money Market Funds & the Future of Banking
Mar 30, 2023
Jim Bianco: The next rate hike will be determined by what is the fallout of this banking crisis.
Mar 29, 2023
#213: Oil: A Year After the Invasion
Mar 17, 2023
Jim Bianco breaks down the failure of Silicon Valley Bank & Federal Reserve Policy going forward
Mar 14, 2023
#212: The Problem With Surveys: Payroll Report Edition
Mar 14, 2023
Jim Bianco joins Fox Business to discuss Remote Work, a Four-Day Workweek & AI in the Workforce
Mar 09, 2023
Jim Bianco joins TD Ameritrade Network to discuss the Fed's Inflation Fight & the No Landing Scenario
Mar 06, 2023
Jim Bianco joins Bloomberg to discuss Yield Curve Inversion, March Fed Meeting, China Reopening
Mar 06, 2023
Jim Bianco joins Fox Business to discuss Wall St vs Jay Powell, Fed's Inflation Gauge & 6% Fed Funds
Feb 28, 2023
Jim Bianco joins CNBC to discuss February’s Fed Minutes & what to expect going forward from the Fed
Feb 22, 2023
Jim Bianco talks the state of the US Consumer, "No Landing" Scenario & the Bond Market - FoxBusiness
Feb 21, 2023
#210: Another Reopening
Feb 21, 2023
Jim Bianco joins Yahoo Finance to discuss "No Landing," Fed vs Inflation & a Return to Stock Picking
Feb 17, 2023
#209: Will the Fed Hike Beyond 5.25%?
Feb 17, 2023
Jim Bianco joins Bloomberg TV to discuss Sticky Service Inflation, "No Landing" & Post COVID Economy
Feb 15, 2023
Jim Bianco joins Fox Business to discuss the U.S. Economy, tomorrow's CPI Report & Market Evaluations
Feb 13, 2023
#207: 0DTE Options Explode On The Scene
Feb 13, 2023
Jim Bianco joins Bloomberg to cover the Labor Market, Mixed Signals in Equities, Recession Timetable
Feb 09, 2023
Jim Bianco joins Fox Business to discuss tomorrow's FOMC Meeting, Inflation & the Labor Market
Jan 31, 2023
Jim Bianco joins Bloomberg to discuss this week's FOMC Meeting, Market Conditions in the US & Europe
Jan 30, 2023
#205: Taking the Electives
Jan 30, 2023
#204: How Worried Should We Be About The Debt Ceiling?
Jan 27, 2023
Jim Bianco joins Fox Business to discuss what to expect from the US Economy & M2 Money Supply
Jan 24, 2023
#203: On China’s Reopening
Jan 20, 2023
Jim Bianco joins Fox Business to discuss this morning's PPI Report, Fed Rhetoric & the Bond Market
Jan 18, 2023
Jim Bianco featured at DoubleLine Round Table Prime, 2023 - Part 3: Best Investment Ideas 1-4-23
Jan 13, 2023
#201: Where’s the Beef?
Jan 13, 2023
Jim Bianco featured at DoubleLine Round Table Prime, 2023 - Part 2: Market Outlooks 1-4-23
Jan 12, 2023
Jim Bianco joins Bloomberg TV to discuss Fed Rhetoric after CPI, the US Economy & China Reopening
Jan 12, 2023
Jim Bianco featured at DoubleLine Round Table Prime, 2023 - Part 1: Macroeconomic State of Play 1-4-23
Jan 11, 2023
Jim Bianco joins Fox Business to discuss Fed Policy, "Bad News is Good News" & the Bond Market
Jan 05, 2023
Jim Bianco: Chinese citizens wanted democracy and an end to censorship
Dec 30, 2022
#200: Maybe a Grinch
Dec 27, 2022
Jim Bianco joins Bloomberg TV to discuss Fed Policy and Current Market Conditions
Dec 23, 2022
#199: The Fed vs the Markets
Dec 23, 2022
Jim Bianco joins Fox Business to discuss Fed Policy, Economic Data and the latest in the FTX Scandal
Dec 22, 2022
Jim Bianco joins CNBC to discuss the BOJ's policy change & what it signals for other Central Banks
Dec 20, 2022
#198: A Moving Problem
Dec 19, 2022
Jim Bianco joins Bloomberg to discuss Central Bank Policy, Depth of Recession, Terminal Rates
Dec 16, 2022
Jim Bianco joins CNBC Fast Money to discuss Fed Policy, Bond Yields and Yield Curve Inversion
Dec 15, 2022
#197: An OPEC+ Cap
Dec 15, 2022
Jim Bianco joins Fox Business to discuss current market conditions & the Federal Reserve's Impact
Dec 13, 2022
Jim Bianco joins Fox Business to discuss today's CPI Report & tomorrow's FOMC Meeting
Dec 13, 2022
Jim Bianco: The market is all about cheap money & liquidity, that's why You see these massive moves
Dec 09, 2022
#195: The 2023 Bull Case Is a Recession!
Dec 09, 2022
Jim Bianco joins CNBC Fast Money to discuss Inflation, the Federal Reserve & Tomorrow’s PPI Report
Dec 08, 2022
#194: An Inflated Catastrophe
Dec 07, 2022
Jim Bianco joins Bloomberg's The Open to discuss the 2023 Outlook & the Jobs Market
Dec 06, 2022
Jim Bianco: Transitory never went away, everyone expects the Fed to pivot, due to falling inflation
Dec 03, 2022
Jim Bianco on Powell's latest speech, Market's reaction to November Jobs Report, FTX Fallout vs DeFi
Dec 02, 2022
Jim Bianco joins TD Ameritrade Network to discuss the Crypto Market & China's Zero COVID Policy
Nov 21, 2022
#190: Day in the Life of a (Former) Tech Employee
Nov 17, 2022
Jim Bianco joins Fox Business to discuss the FTX Meltdown, Crypto Ice Age & Russian Missiles in Poland
Nov 15, 2022
#189: Is CPI Day Now the DeFacto Fed Meeting?
Nov 15, 2022
Jim Bianco joins Fox Business to discuss today's CPI Report, how the Fed reacts, & Midterm Elections
Nov 10, 2022
Jim Bianco joins Bloomberg TV to discuss today's CPI Report, the Federal Reserve & the Crypto Market
Nov 10, 2022
Jim Bianco joins Fox Business to discuss the latest events in the Cryptocurrency Market
Nov 09, 2022
#187: Midterm Election Outlook
Nov 07, 2022
#185: The Fed’s Reaction Function to Nick Timiraos
Nov 04, 2022
Jim Bianco: Powell views the best way to get inflation down is a reverse wealth effect
Nov 03, 2022
#182: Long Live Fiat
Oct 28, 2022
It's more about the signaling, than the actual action itself, says Jim Bianco
Oct 26, 2022
Jim Bianco on the latest Economic Data, the Fed "stepping down," Janet Yellen & Federal Funding
Oct 25, 2022
#181: Coffee Run
Oct 25, 2022
Jim Bianco: No indication that this yield rise is going to stop because good news is bad news
Oct 24, 2022
Jim Bianco on the Terminal Rate, Persistent Inflation, Return to Alpha, Post-Pandemic Economy
Oct 20, 2022
Jim Bianco on the Federal Reserve looking into Raphael Bostic's trades during restricted periods
Oct 15, 2022
#178: What’s Missing From the Fed’s Argument
Oct 14, 2022
#176: Oil, More Oil
Oct 10, 2022
#175: The 10-Year Note Goes Streaking
Oct 07, 2022
Jim Bianco joins Fox Business to discuss the current state of the labor market
Oct 05, 2022
Jim Bianco on bear market conditions, the Fed going too far, new era of higher interest rates
Sep 30, 2022
#172: Unicorns
Sep 30, 2022
Jim Bianco joins CNBC to breakdown the Fed’s Market Impact
Sep 29, 2022
#171: Studying for Midterms
Sep 28, 2022
Jim Bianco joins Fox Business to discuss Market Sentiment in a Bear Market & Confidence in the Fed
Sep 27, 2022
Jim Bianco: Very few signs the economy has cracked, w/o that there's nothing to constrain yields
Sep 26, 2022
Jim Bianco: Why are rates continuing to soar? Because nothing is breaking yet
Sep 23, 2022
Jim Bianco joins Fox Business to discuss tomorrow's Fed Meeting and when Inflation will come down
Sep 20, 2022
MacroVoices #341 Jim Bianco: Inflation Is Not Going Away
Sep 19, 2022
Positioning Ahead Of The FOMC Announcement
Sep 19, 2022
#165: The Walking Dead
Sep 19, 2022
#164: Why Inflation Will Remain Persistent
Sep 16, 2022
Jim Bianco discussing the recent rally in Tech Stocks, Inflation at 2% or 4%, Higher Interest Rates
Sep 12, 2022
Jim Bianco discussing the Energy Market, Higher Interest Rates/Inflation, US Dollar, Bank of England
Sep 12, 2022
Jim Bianco joins Fox Business to discuss Fed Chair Powell's remarks on inflation, job growth, crypto
Sep 08, 2022
#161: Is Inflation “Fever” Really Breaking?
Sep 02, 2022
#160: The Return of Meme Stock Mania
Sep 01, 2022
Jim Bianco joined Fox Business to discuss back-to-work policies and the post-pandemic labor market
Aug 31, 2022
#159: Jackson Hole Preview
Aug 29, 2022
Jim Bianco: Powell focused on just one idea ... no pivot!
Aug 26, 2022
Jim Bianco discusses Student Loan Forgiveness, Indications of a Recession, Asset Allocation Tactics
Aug 25, 2022
#158: When it Rains, it Pours
Aug 25, 2022
Jim Bianco: The Fed will stay aggressive; 5% inflation is the new normal
Aug 24, 2022
Jim Bianco on Fox Business discussing the Post-COVID Labor Market & Economy, Gas Shortages in Europe
Aug 22, 2022
Jim Bianco: Inflation will be sticky, the Fed will have to stay aggressive & Wall St won't like that
Aug 17, 2022
#157: What Will It Take For Inflation To Fall And The Fed To Pivot?
Aug 12, 2022
Jim Bianco: The Fed is committed to flight inflation, will not back off if inflation is persistent
Aug 09, 2022
From soaring wages to used car prices, Jim Bianco warns inflation's bite is deepening
Aug 08, 2022
Jim Bianco breaks down why the inflation story has not been completely written yet
Aug 08, 2022
#153: The Persistent Inversion of the Yield Curve
Jul 22, 2022
#152: All Gas, No Breaks?
Jul 19, 2022
#151: Understanding Forward Curves
Jul 11, 2022
#150: Recession or Inflation, Which Matters More?
Jul 08, 2022
#148: Princess Bride Crypto
Jul 05, 2022
#147: On Valuations & Financials
Jun 30, 2022
#146: The Clunker Collision Course
Jun 28, 2022
#145: The Laboring Labor Market
Jun 20, 2022
#144: CPI Beat & the Fed Blinked
Jun 15, 2022
#143: A Shifting Energy Landscape
Jun 13, 2022
#142: Hope for Transitory Inflation Continues
Jun 10, 2022
#141: Location, Location, Location
Jun 06, 2022
#140: Explaining the Growth of the Fed’s Reverse Repo Facility
Jun 02, 2022
#138: Down, But Not Out
May 31, 2022
#137: The Elephant in the Room – the Fed
May 24, 2022
#136: Why Do We Need Stablecoins?
May 18, 2022
#135: Power of the Dollar
May 16, 2022
#134: What is the Yield Curve Telling Us?
May 12, 2022
#133: Sheltering in Place
May 09, 2022
#132: Vegas and Vuitton
May 02, 2022
#131: Bond Market Carnage Update
Apr 28, 2022
#130: Canvasing Oil and Art
Apr 25, 2022
#129: Pressure Mounting in the JGB Market
Apr 21, 2022
#128: A Classic Car Story
Apr 19, 2022
#127: Food and Inflation
Apr 11, 2022
#126: The 10-Year When the Curve Inverts
Apr 07, 2022
#125: Bitcoin, Gold, and Somewhere to Hide
Apr 04, 2022
#124: What is the Yield Curve Telling Us?
Mar 31, 2022
#123: Stagflationary Equities
Mar 24, 2022
#122: The Fed's Priority
Mar 22, 2022
#121: Have No Fear, the Fed is Here!
Mar 21, 2022
#120: Supply Chains and War Don’t Mix Well
Mar 14, 2022
#119: Why the Fed Must Hike Aggressively
Mar 10, 2022
#118: The Other Side of War
Mar 08, 2022
#117: Weaponizing the Financial System
Mar 03, 2022
#116: The U.S. Consumer Won’t Be Ignored
Feb 28, 2022
#115: The Yield Curve's Message
Feb 25, 2022
#114: Oil and Truckers
Feb 21, 2022
#113: How Credit Trades and What It Is Signaling
Feb 17, 2022
#112: Reaction to the Inflation Report
Feb 14, 2022
#111: Jobs Report, Inflation & Fed Hike
Feb 10, 2022
#110: Good Enough
Feb 07, 2022
#109: Outlook for Commodities
Feb 04, 2022
#108: The 94%
Feb 01, 2022
#107: What Ends Crypto’s Correlation to Legacy Markets?
Jan 27, 2022
#106: Flexing
Jan 24, 2022
#105: Are Fund Managers Disconnected?
Jan 21, 2022
#104: Getting Sticky
Jan 19, 2022
#103: Inflation and Fed Policy
Jan 14, 2022
#101: The Stock Market in 2021
Jan 07, 2022
#100: Does the Fed Have a Choice?
Dec 23, 2021
#99: Keeping an Eye on Omicron
Dec 16, 2021
#98: Who Will Fix The Shipping Crisis?
Dec 13, 2021
#97: Another Bad Year for Stock Pickers
Dec 10, 2021
#96: The Market's Response to Transitory Retiring
Dec 09, 2021
#94: What are Short Rates Telling Us?
Nov 24, 2021
#90: Thoughts on the Taper
Nov 08, 2021
#84: Team Transitory Has Won the Battle, but Has It Won the Inflation War?
Sep 17, 2021
#79: What To Expect When You’re Expecting
Aug 26, 2021
#78: The Impediments to the Recovery
Aug 19, 2021
#77: Is This The End Of The Everything Rally?
Aug 16, 2021
#76: Team Transitory Is Winning the Battle, but Not the Inflation War
Aug 13, 2021
#75: Maybe Transitory It Is?!
Aug 09, 2021
#74: Bond Investors Focused on Growth Worries
Aug 06, 2021
#72: Delta and its Delta Impact on Markets
Aug 02, 2021
#71: Rents Go Up, Up, and Away!
Jul 29, 2021
#70: Does Growth Matter More Than Inflation?
Jul 26, 2021
#69: Two Narratives on the Transitory Debate
Jul 15, 2021
#67: Historical Playbook Says Market Movements Very Normal
Jul 09, 2021
#66: Rents are Rapidly Rising, but Will Take Time to Hit OER
Jul 08, 2021
#65: Commodity Rally Coming to an End or Just Beginning?
Jul 07, 2021
#64: The Impact of Ending Enhanced Federal UI Benefits
Jun 29, 2021
#63: Inflation Set to Peak? Or Will the Confusion Continue?
Jun 25, 2021
#62: The Fed Shifts Toward Tightening
Jun 21, 2021
#61: DeFi Borrowing & Lending
Jun 18, 2021
#60: Payrolls, Inflation and Yields
Jun 08, 2021
#59: Stablecoins – The Most Important Crypto?
Jun 07, 2021
#58: Is This the Beginning of a Housing Cooldown?
Jun 04, 2021
#57: Commodities, Inflation, and Risk-On, Oh My!
Jun 03, 2021
#56: A Look at Automated Market Makers
Jun 01, 2021
#55: Coiling Sovereign Yields Putting Everything Into a Trading Range
May 27, 2021
#54: About the Crypto Selloff
May 20, 2021
#53: Is the 10-Year Bond the Center of the Universe?
May 17, 2021
#52: Inflation, Is It FINALLY Here?!
May 13, 2021
#51: Inflation, Supply Chains & Interest Rates
May 06, 2021
#50: The Stock/Bond Correlation, Inflation and Real Yields
Apr 29, 2021
#49: Distilling Central Bank Communications with NLP
Apr 26, 2021
#48: US Treasury Rebound, Head Fake or Trend Change?
Apr 23, 2021
#47: Coinbase and Crypto
Apr 19, 2021
#46: Welcome to the Base Effect
Apr 15, 2021
#45: Credit Market Volatility Detaches
Apr 09, 2021
#44: How far will Central Banks push it?
Mar 25, 2021
#43: Inflation - To Be Or Not To Be
Mar 22, 2021
#42: Do Higher Rates Not Matter Anymore?
Mar 18, 2021
#41: What is the Growth versus Value Rotation About?
Mar 15, 2021
#40: The Confusing Nature of Investor Flows
Mar 11, 2021
#39: The Great Rebalancing of Liquidity and Market Risks
Mar 05, 2021
#38: Why You Should Understand Cryptos and DeFi
Mar 01, 2021
#37: U.S. 30-Year Treasury Yields Surge
Feb 26, 2021
#36: Inflation Update
Feb 25, 2021
#35: Rising Rates
Feb 19, 2021
#34: Is Inflation Returning?
Feb 12, 2021
#33: U.S. Treasuries, the Forgotten Asset Class
Feb 04, 2021
#32: The Big Short Squeeze
Jan 28, 2021
#31: A New Era
Jan 26, 2021
#30: The One About Fiat and Crypto Currencies
Jan 21, 2021
#29: Is This the Inflation Premium We’ve All Been Waiting For?!
Jan 15, 2021
#28: U.S. Treasury Real Yields Refuse to Budge
Jan 14, 2021
#27: Surprise and Expectations in 2020 Asset Market Returns
Jan 07, 2021
#26: Georgia Senate Race Update
Dec 31, 2020
#25: Inflation and the Outlook Heading Into 2021
Dec 22, 2020
#24: Inflation is Coming! Maybe
Dec 17, 2020
#23: Are Risk Markets ahead of themselves?
Dec 09, 2020
#22: Long-end yields again on the move higher, can it last?
Dec 03, 2020
#21: Are Risk Assets Melting Up?
Nov 24, 2020
#20: What Could Go Wrong?
Nov 19, 2020
#19: Reviewing The Three Big Stories of the Week
Nov 10, 2020
#18: Election Night Recap
Nov 04, 2020
#17: Stock Market Sell-Off
Nov 03, 2020
#16: The Election and Markets
Oct 28, 2020
#15: Are we entering a Breakout?
Oct 26, 2020
#14: Alternative Data and Machine Learning
Oct 22, 2020
#13: Inflation, Issuance and Bond Vigilantes
Oct 20, 2020
#12: What Stories Really Matter?
Oct 15, 2020
#11: Claims and Jobs
Oct 13, 2020
#10: Is the Bond Market Finally Awakening?
Oct 08, 2020
#9: Is the Election About to Take Center Stage?
Oct 06, 2020
#8: What Does a COVID Second Wave Mean?
Oct 01, 2020
#7: When Will The Bond Market Wake Up?
Sep 29, 2020
#6: The State of the Economy
Sep 25, 2020
#5: The Correction and the Fed
Sep 21, 2020
#4: The Election
Sep 17, 2020
#3: A Discussion of Speculation in the Stock Market
Sep 10, 2020
#2: Markets vs Economic Growth
Aug 31, 2020
#1: What’s Next For Inflation?
Aug 24, 2020