GM08: Watch out for The Bond Market Vigilantes ft. Jim Bianco

Aug 21, 2020

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In today’s episode we are joined by Jim Bianco, the president and macro strategist at Bianco Research, L.L.C. 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. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets.

Jim is a true master when it comes to providing objective, data-driven research with a unique perspective and is very generous when it comes to sharing it, which I’m sure you will agree with after listening to today’s conversation.

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Topics Discussed in this Episode:

The uniqueness of the 2020 financial crisis
How the Federal Reserve has been aggressively manipulating the bond markets
The Wealth Effect’ vs free markets
The current retail stock market ‘mania’
The only group who can bring bond markets down: The Bond Market Vigilantes
The scale and risk of the Federal Reserve’s borrowing and money printing
Implications of the recent, wild price swings in Oil
How the Corona Virus may have accelerated trends that were already beginning to occur
How the future may be bright, but the journey to get there may prove to be difficult
Jim’s thoughts on how to be positioned for the times ahead

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