Hedgeye Investing Summit | Jim Bianco, President of Bianco Research

May 2, 2023

49:54

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Episode notes

Introduction

2min

The Importance of Respect in the Stanley Cup Finals

2min

Jamie Diamond's Interview With Janet Yellen

2min

The Third Arm of the Fed

2min

The Future of Banking

4min

The Western Alliance's Banking Industry After 12 Years of Zero Policy

3min

The Fed and the Debt Ceiling

4min

The Fed's Printing Press and the Debt Ceiling

5min

The Fed's Debt Ceiling: Should It Be Bipartisan?

6min

10.

The Importance of Risk Free Zero Rates

2min

11.

The Problem With B-Rit

4min

12.

Apple's Seven Percent of the S&P 500 This Year

5min

13.

The Sinkhole Metaphor

2min

14.

The Importance of Zero Risk in the Stock Market

2min

15.

The Generational Attitude of Investing

4min

16.

The Madness of Investing

3min

This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.

Watch the other 8 Hedgeye Investing Summit conversations

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