Making Markets

Jim Bianco: The New Normal - [Making Markets, EP.19]

Mar 1, 2024

Jim Bianco shares his contrarian view on interest rates, discusses the impact of COVID on the economy and the new consumer, introduces his fixed-income ETF, talks about cryptocurrency and the Red Sea crisis.

01:00:35

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Episode guests

Jim Bianco

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Episode notes

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Quick takeaways

Remote work post-COVID emphasizes work-life balance and efficiency.

Shift in consumer behavior due to stimulus checks impacts economy and inflation rates.

Investors face challenges with rising inflation rates and alternative investment options.

Deep dives

The Changing Landscape of Remote Work Post-COVID

Remote work has undergone a significant shift post-COVID, with attitudes towards commitment evolving. The episode discusses how advancements in technology have enabled a more efficient work-from-home model. Employees now prioritize a work-life balance, leading to a transition to a three-day in-office work week, enhancing productivity. This shift challenges traditional notions of commitment in the workplace, highlighting the benefits of remote work in terms of cost-cutting and efficiency.

Introduction

3min

Contrarian View on Interest Rates and Future Projections

4min

Inflationary Pressures and Shifting Attitudes

12min

Adapting to Remote Work and Changing Work Dynamics

23min

Optimizing Fixed Income Investments with Bianco Research Total Return Index

10min

Cryptocurrency Perspective: Bitcoin ETF and True Innovation

10min

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.

For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.

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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Show Notes:

(00:00:00) Welcome to Making Markets

(00:03:06) First Question - Predictions on the Future of Interest Rates

(00:07:24) The Impact of Global Events on Inflation

(00:11:03) The Influence of Housing Inflation on the Economy

(00:17:04) The Impact of Remote Work on the Economy

(00:28:45) Attitude Changes on Spending and Inflation

(00:30:48) The Concept of Revenge Travel

(00:31:53) The Role of Stimulus Checks in the Economy

(00:34:04) The Shift in Investment Strategies

(0042:01) The Creation of the Bianco Research Total Return Index

(00:51:32) The Potential of Cryptocurrency and Blockchain

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Making Markets

Jim Bianco: The New Normal - [Making Markets, EP.19]

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

The Changing Landscape of Remote Work Post-COVID

Economic Implications of Attitude Shifts towards Spending

Impact of Changing Economic Conditions on Investment Choices

Unique Characteristic of the 2008 Financial Crisis

The Role of Real Rates and the Critique of Bitcoin ETF

Remember Everything You Learn from Podcasts