The Meb Faber Show - Better Investing Jim Bianco on "The Biggest Economic Event of Our Lifetime" & The End of the 40-Year Bond Bull Market | #508
72 snips
Nov 15, 2023 
Jim Bianco, President and Macro Strategist at Bianco Research, shares insights on the biggest economic event of our lifetime, the end of the 40-year bond bull market, and the weaponization of energy. They discuss labor strikes, remote work, and the need for active management in stocks and bonds. The podcast also explores the impact of the pandemic on the global economy, inflation, interest rates, market flows, opportunities in foreign equity markets, and the potential effects of rising interest rates.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Background and Work Experience of the Guest
02:09 • 2min
The Macro Picture of the Global Economy
03:59 • 13min
Macro forces at play: Inflation, Interest Rates, and the Stock Market
16:34 • 25min
Analyzing Market Flows, Interventions, and the Potential Shift to an Inflationary World
41:28 • 4min
Opportunities and Challenges in Foreign Equity Markets
45:54 • 10min
Charts, Indicators, and Interest Rates
55:41 • 27min