

Inflation Isn’t Dead | Jim Bianco on Why Bond Yields Are Headed Higher
36 snips Oct 16, 2024
Jim Bianco, President and CEO of Bianco Research, shares his expert insights on the current economic landscape. He discusses the surprising rise in unemployment linked to increased immigration and argues inflation isn’t going away anytime soon. Bond yields are anticipated to rise as market responses evolve. The conversation delves into the complexities of labor dynamics, consumer credit issues, and investment strategies amid shifting interest rates, painting a vivid picture of today's financial challenges.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Markets: Interest Rates and Labor Dynamics
02:18 • 32min
Navigating Fixed Income Amid Rising Rates
34:17 • 2min
Strategic Portfolio Management Amid Rising Rates
36:42 • 11min
Understanding TIPS: Investing in Inflation Protection
47:51 • 5min
Navigating Bond Investment Risks
52:31 • 25min
The Divided Economy: Consumer Credit and Inflation
01:17:23 • 8min