

MURDER BY HIGHER RATES
30 snips Dec 1, 2023
Jim Bianco, President and macro strategist at Bianco Research, joins the podcast to discuss his bearish outlook on bonds and the threat to interest rate observation. They also explore the rise of private credit as a replacement for traditional bank lending, the potential for a bond bear market, and the global concerns surrounding the US public debt.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
The Threat to Interest Rate Observation
02:14 • 16min
Private Credit: Disrupting the Banking System and Financial Landscape
18:17 • 5min
Bond Bear Market and the Potential for a Counter-Trend Rally
22:55 • 11min
The United States' Public Debt and Global Financial Concerns
33:53 • 7min