Talking Data

Jim Bianco joins Bloomberg to discuss Economic Data, the Timing of Fed Rate Cuts and the Bond Market with Sonali Basak.

Ditch the suit and tie, it's time to head to Miami with Bobby and Jim! Buckle up for a special edition of Traders Edge, recorded at the Money Show in Miami. Buckle up for some high speed financial wisdom from special guests Jim Bianco, Tracy Shuchart, and Mitch Roschelle! https://hub.tradier.com/ Jim Bianco: @biancoresearch Tracy Shuchart: @chigrl Mitch Roschelle: @Mitch_Roschelle

Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets.

I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research.

Today Jim discusses the bond market’s year-to-date performance.

· How was the position going into the year?

· How has the year turned out so far?

· When do rates peak?

Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

Brilliant economist, Jim Bianco of Bianco Research, joins me to talk about the economy's strength, potential recession triggers, and the puzzling behavior of gold prices. A discussion that could have gone on for a couple of more hours, excellent insights!

Recording date: April 19th, 2024

Timestamps & Chapters

00:00:00 - Intro

00:01:49 - Federal Reserve Policies and Economic Outlook

00:06:33 - India's Economic Influence and Global Trends

00:16:42 - AI and Economic Productivity

00:19:42 - AI's Impact on Economic Strategies

00:25:53 - Real Estate Dynamics and Market Predictions

00:28:30 - Insights from "The Big Short" and the Subprime Crisis

00:33:15 - Lessons from the Subprime Mortgage Crisis

00:41:10 - Bond Market Strategies and Economic Recovery

00:44:22 - Conclusion and Future Economic Insights

Jim Bianco joins Fox Business to discuss “No Landing,” Inflation & the Federal Reserve with Charles Payne.

Jim Bianco joins Schwab Network to discuss the Stock & Bond Market, the Federal Reserve & Bitcoin with Oliver Renick.

Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discuss the big picture on inflation and the economy. · How is the Economy Performing vs Expectations? · What Changed in 2020? · What should we expect? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

Financial Sense Newshour engages in an insightful conversation with Jim Bianco regarding US spending, his longer-term view on inflation, interest rates moving higher, and more. Jim highlights that the US government's current expenditure amounts to approximately 6.5% of GDP annually, a level typically associated with a significant recession or financial crisis. While this expenditure aids in averting an economic slowdown, it also presents inflationary risks and significantly influences consumer psychology regarding savings and consumption patterns, which is sowing the seeds for a separate type of crisis. Listen in to hear what Jim Bianco has to say about today's markets and where he thinks things are heading.

In this episode of the Macroscopic Podcast, Alexej hosts Jim Bianco, a seasoned expert in the financial markets and the President of Bianco Research. Jim shares his profound insights on the dynamics of the U.S. economy, emphasizing the significant changes in labor and consumption patterns post-pandemic. Jim also explores the potential of cryptocurrencies as a viable solution for economies with unstable fiat currencies, particularly in developing regions thanks to its decentralized and permissionless nature.

Jim Bianco discusses the Re-Thinking of Fed Cuts and the Path of Inflation, Geopolitical Concerns, the start of Earnings Season, Consumer Sentiment & Fed Speak with Charles Payne from MoneyShow's 2024 Investment Masters Symposium.

Jim Bianco joins the 2024 Hedgeye Investing Summit hosted by Hedgeye Founder Keith McCullough.

Interest rates have increased by over 500 basis points over the past 24 months. It is a new interest rate regime, and TINA is no more. Investors should be considering capturing some of that yield in their portfolios. Jim Bianco, President and macro strategist at Bianco Research, L.L.C., speaks with Barry Ritholtz about the alternatives to equity that are producing real yield.

Jim Bianco joins Fox Business to discuss why interest rates matter, recent economic data supporting the "No Landing" scenario & the impact of higher bond yields on the stock market with Charles Payne.

The Bitcoin spot ETF has been the biggest narrative driver (and financial driver) in the Bitcoin space this year, but are there some hidden downsides? NLW explores this question with macro analysts (and Bitcoin and crypto bull) Jim Bianco.

Jim Bianco joins Fox Business to discuss "No Landing," Post-Lockdown Economy & the Neutral Rate with Charles Payne.

Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets.

I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research.

Today Jim discusses how the economy changed after Covid, and how it is unique to the U.S.

· Record Government Spending

· Consumer Spending Boom

· U.S. Separates From the Rest of the World

Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

Jim Bianco joins Bloomberg to discuss the Bond Market, Inflation & Liquidity with Jonathan Ferro & Lisa Abramowicz.

Jim Bianco joins Fox Business to discuss today's FOMC Meeting, No Landing & the Bond Market with Charles Payne.

Jim Bianco, Bianco Research president, joins 'Fast Money' to discuss what's ahead for the Federal Reserve, the impact of elevated rates on bond yields, the state of the U.S. economy and more.

Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss the market’s reaction to the inflation data this week, the action in bond markets, the likelihood of rate cuts this year, the recent breakout in oil, and the forces driving bitcoin's pullback.

On this episode of the WTFinance podcast I had the pleasure to welcome back Jim Bianco. Jim Bianco is President and Index Manager at Bianco Advisors. He is also the President of @BiancoResearch.

During our conversation we covered an array of topics, including Jim's outlook on the economy, what actions Powell is likely to take, why the economy is strong but people are struggling, what no interest cuts would have on the markets and how he has positioned himself. I hope you enjoy!

0:00 - Introduction

1:47 - Economy and markets in next 6/12 months

4:00 - What would it take for Powell to cut?

6:38 - What impact does liquidity have on the FED’s actions?

9:20 - How does election provide Powell with less options?

12:55 - What are the main drivers of US economic strength?

18:38 - Economy is strong, but average person is struggling. Why?

21:30 - Boomers continuing to spend

25:05 - What trends will be driving continue economic strength?

28:30 - Onshoring in the US

30:13 - What impact would no change in interest rates have on stock market?

35:55 - Powell hedging his bets?

37:05 - What happens if Powell cuts?

39:40 - Could 3% inflation and 5% interest rates be ok?

42:08 - Fixed vs variable mortgages

43:25 - How will you position yourself?

47:00 - One message to takeaway from our conversation?

Jim Bianco is President and Index Manager at Bianco Research Advisors. He is also the President of Bianco Research LLC. Since 1990, Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking.

Jim appears regularly on CNBC, Bloomberg, and Fox Business, and is often featured in the Wall Street Journal, Bloomberg News, Grants Interest Rate Observer, and MarketWatch. Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).

On today's episode Eric Balchunas & Jim Bianco join the show for a debate on the Bitcoin ETF impact. We discuss who is actually buying ETFs, whether Bitcoin ETF investors are passive flows vs hot money & does the ETF represent failure from the original promise of Bitcoin.

Follow Eric: https://twitter.com/EricBalchunas

Follow Jim: https://twitter.com/biancoresearch

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mike: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets.

I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research.

Today Jim discusses the Fabulous Four and the equity market rally.

· What are the Fabulous Four?

· Have we seen this before?

· What does Wall Street need?

Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

Jim Bianco joins Fox Business to discuss Concentration/Sentiment in the Market, Crypto Energy Usage with Charles Payne.

Futures are lower ahead of this week’s inflation data. Jim Bianco discusses this, along with what Nvidia’s (NVDA) Friday reversal means for the overall market. He also talks about Nvidia, Meta (META), Amazon (AMZN), and Microsoft’s (MSFT) impact on the S&P 500. He then goes over how far the “Big 4” stocks can carry the current rally.

“Wall Street needs the Fed to cut rates, maybe end quantitative tightening, get the money pump going...we don’t have enough money to keep everything going.”

The Price of Truth - Jim Bianco | tastylive network

Recorded March 5h, 2024.

Jim Bianco joins Bloomberg to discuss Fed Policy, Stock Market Dynamics & the 2024 Election with Manus Cranny & Bob Elliott.

Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim explains what’s going on with the Bitcoin ETFs. · What Are the Spot BTC ETFs? · How Big Are They? · What Are Some of the Concerns? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

Jim Bianco joins Bloomberg to discuss Rate Cuts, Inflation Bottoming & Savings/Consumer Spending with Tom Keene & Damian Sassower.

My guest this week is Jim Bianco, the founder and President of Bianco Research. Jim is well-known on Wall Street for providing macro analysis since the nineties. Today, he takes us through his unique perspective on the economy. We start with his contrarian view on interest rates. We then cover the changes to the economy since COVID, such as remote work and the new consumer. We also talk about his new fixed-income ETF, Crypto, the Red Sea crisis, and more. Please enjoy this conversation with Jim Bianco.

Jim Bianco joins Fox Business to discuss the Current Disconnect in the Economy, Wall Street's Growing Contrarian Sentiment & Some Concerns with the Bitcoin ETFs with Charles Payne.

MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has to start cutting in May or June or else not cut at all before the November election.

On "Markets Daily," CoinDesk Markets Reporter Helene Braun speaks with Jim Bianco, president and macro strategist at Bianco Research about his contrarian take on the promise of spot bitcoin ETFs. #cryptocurrency #digitalfinance #finance #bitcoin #crypto 00:00: Cold Open 00:12: Intro 00:38: Federal Reserve and interest rates 01:33: Impact of Fed policy on bitcoin 02:27: Concerns about spot bitcoin ETFs 06:40: The role of Wall Street and ETFs 09:56: Centralized ownership and concentrated power

Jim Bianco, the President and Macro Strategist at Bianco Research, tells us why Wall Street might be very wrong about rate cuts, inflation, crypto ETFs and the bond market. Plus, he compares the rise of A.I. stocks and crypto with other frothy periods in history and explains how these usually play out. Plus, the meteoric rise of Nvidia and other chip stocks has brought out the options army in full force. They are calling for much higher prices. Will they be 'in the money'?

Jim Bianco joins Bloomberg to discuss the Disconnect in the Market, Rate Cuts & Path of Inflation with Jonathan Ferro, Lisa Abramowicz & Annmarie Hordern.

Jim Bianco joins Fox Business to discuss the Bond Market, the No Landing Scenario & Optimism in the Market with Charles Payne.

Jim Bianco discusses the WisdomTree Bianco Total Return Fund ETF $WTBN with Bloomberg ETF IQ's Katie Greifeld and Eric Balchunas.

Jim Bianco joins Bloomberg's ETF IQ to discuss Bitcoin ETFs, $WTBN ETF & why he is Bearish on Bonds with Katie Greifeld and Eric Balchunas.

Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses inflation’s “last mile.” · What is the “Last Mile?” · What factors drive inflation? · How will markets take it? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

Streamed live on Feb 16, 2024 Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss the market’s shaky response to today's PPI print, whether the Federal Reserve can still steer the economy toward a soft landing, and the impacts of the Bitcoin ETF.

In this episode with macro strategists Danielle DiMartino Booth and Jim Bianco we discuss: - Latest inflation data vs. 'truflation' - Danielle says we're in recession, Jim says we're in a "no landing" scenario - Remote work, wage growth, and AI's impact on jobs - Extreme wealth concentration - Will the Fed cut rates? - Why are stocks booming when rates are still high? - Government spending and national debt -Powell's legacy - Bitcoin and the spot Bitcoin ETFs Timestamps: 00:00 Inflation vs. "truflation" 2:03 CPI, sticky inflation about 3-4% 3:05 Are wages keeping up with inflation? 4:53 Unemployment and jobs numbers 10:23 Bitdeer Technologies Group promo 11:24 Bank Term Funding Program, CRE 16:19 Regional banks 18:12 Recession vs. "no landing" 23:17 GDP vs. GDI 26:24 Fed spending to the rescue 32:07 Bitcoin 2024 promo 32:34 Coinkite Coldcard Wallet promo 32:53 CrowdHealth promo 33:23 What's happening with interest rates? 36:40 End of Quantitative Tightening 38:33 Fixing economic inequality 42:43 Election year economics 53:36 Communities protecting small businesses 54:57 "Time of great change" is coming 57:11 How will Bitcoin perform?

Jim Bianco joins Fox Business to discuss Supercore Inflation, Consumer Spending & Gas Prices with Charles Payne.

Jim Bianco joins CNBC Last Call to discuss Passive vs Active Investing with Brian Sullivan.

Wall Street is betting on the Fed cutting rates as well as lower borrowing costs across the credit spectrum. Jim Puplava sits down with Jim Bianco at Bianco Research to discuss how things may turn out differently than what Wall Street expects given what we see with the bond market, housing prices, and continued consumer spending.

Jim Bianco joins Fox Business to discuss the "No Landing" Outlook, Rate Cuts in 24, Food Inflation with Charles Payne.

Unlock the secrets of the Fed's influence over the markets as we sit down with Jim Bianco, the respected mind behind Bianco Research, who's here to deconstruct the perplexing relationship between Federal Reserve policy and market behavior. Our conversation bridges the gap between the pandemic's economic upheaval and the resulting new norms in work culture, real estate, and the bond market's response to inflationary pressures and rate shifts. Jim's insights on the Bianco Total Return Index and its ETF, WCBN, shine a light on investment strategies that cater to the informed investor, eager to navigate the currents of economic indicators with a seasoned captain at the helm.As we traverse the financial terrain, the topic of wealth distribution and economic assistance takes center stage. Jim artfully dissects the curious case of robust corporate bond issuance amid lackluster performance in some stock sectors, emphasizing the stark disparity in asset ownership and debt across income levels. This segment of our discussion isn't just an analysis; it's a call to contemplate the intricate forces shaping market liquidity and consumer choices. Prepare to be engrossed by our examination of credit spreads, the spending habits of diverse economic strata, and the interplay between consumer behavior and inflation.The final stretch of our journey with Jim Bianco casts a spotlight on how technology and international policy shifts are redefining investment strategies. From the potential global impact of Japan's monetary policy to the prospective role of AI in finance, we tackle the pivotal questions facing today's investors. Whether you're adjusting your approach to yield management in fixed income investments or timing the launch of new ETFs, Jim's foresight offers a roadmap for the prudent investor navigating an ever-evolving fiscal landscape. Tune in and equip yourself with the acumen to thrive in the complex world of finance.