Talking Data

Jim Bianco joins Fox Business to discuss the Concentration & Performance of the Market, along with potential Fed Rate Cuts with Charles Payne.

Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco

Timestamps:

0:00 - Intro 3:15 - Commodities Supercycle 6:56 - Goods Inflation 8:47 - AI as a Deflationary Technology 13:10 - Fed Minutes Review 14:58 - Are Rates Restrictive? 18:39 - National Debt/Neutral Rates/GDP 26:37 - Does the Curve Steepen out? 28:36 - Supply Chain Disruptions 32:13 - Pizza Talk 33:54 - More on Supply Chain Disruptions 37:47 - Reshoring Effort 40:33 - Trade Wars with China 43:45 - What would you call the Current Environment? 47:07 - Full Impact of Rate Hikes 49:05 - Outro

Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss the ongoing rally in equities and crypto, why Nvidia earnings are as important as CPI and payroll numbers, where rates are heading, and what's driving the spike in crypto.

Jim Bianco discusses positioning of the WisdomTree Bianco Total Return Fund on TD Ameritrade with Oliver Renick. For more information on the fund: https://www.wisdomtree.com/investments/etfs/fixed-income/wtbn

Bianco Total Return ETF is up 2% this month. Jim Bianco discusses the outlook for treasury markets, as well as positive signs in treasuries. He also looks at the Yearly Federal spending as a percentage of nominal GDP. Tune in to find out more about the stock market today.

Jim Bianco joins Fox Business to discuss Economic Data Sentiment, Market Reaction After the First Rate Cut & the Bond Market with Charles Payne.

Jim Bianco recaps the CPI Report, the Equity Market's Reaction & the 2% Inflation Target on CNBC's "The Bond Report" with Rick Santelli.

Ted Oakley interviews Jim Bianco of Bianco Research on interest rates, bond investing, stock investing, and balanced investing. Visit http://www.oxbowadvisors.com/2023-books for a complimentary copy of Ted Oakley's new book "Stay Rich with a Balanced Portfolio" Link: https://oxbowadvisors.com/balanced-po... To speak to a portfolio manager at Oxbow Advisors click this link: http://bit.ly/3Tg0YIS Social Media & YouTube Disclosure: https://bit.ly/3LJ8IRs Intro – 0:00 Government & Consumer Spending - 1:21 Federal Reserve – 10:00 Economic Weakness & Unemployment – 14:15 Effects of Work From Home – 17:12 Consumer Spending – 20:20 Stock Market Euphoria – 22:36 Balanced Investing – 27:50 Rate Outlook – 34:15 Are Rate Changes Worth Chasing? – 36:26 Risk vs Return Expectations – 39:10 Outro – 42:03

Jim Bianco joins Bloomberg Radio to discuss the Last Mile of Inflation, Rate Cuts & the Bond Market with Tom Keene & Paul Sweeney.

Jim Bianco joins Bloomberg to discuss the Bond Market, Rate Cut Timing & the Post-Lockdown Economy with Jonathan Ferro & Dani Burger.

Jim Bianco joins Fox Business to discuss Fed Rate Cut Timing, the Bond Market & Shelter Inflation with Charles Payne & Joseph Wang.

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 gives his thoughts on the Fed and QRA.

· No Rate hikes is now dovish

· Tapering QT

· Thoughts on the QRA

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 CNBC to discuss the Job Market, ISM Services Data, Fed Speak/Timing & Stagflation with Rick Santelli.

Jim Bianco, president of Bianco Research, joins Ash Bennington to discuss how mixed tech earnings are propping up the market, the potential for 10-year yields to surpass 5%, and his analysis of the recent price pressure in the crypto market.

Jim Bianco joins CNBC to discuss the BOJ Yen Intervention, US Bond Market & Next Week’s Fed Meeting with Melissa Lee and the Fast Money Cast.

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.