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Talking Data

On the Margin Podcast: Jim Bianco's Big Predictions For 2024

Jan 3, 2024
59:31

This week, Jim Bianco Founder of Bianco Research joins the show for a wide ranging discussion into macro, crypto & what investors should expect in 2024. We discuss how to adjust to the end of the 40 year bond bull market, whether the Bitcoin ETF is a positive or negative for the permissionless ethos of crypto & Jim's outlook for the year ahead. To hear all this & more, you'll have to tune in! Timestamps: 00:00 Introduction 01:08 Reflecting On 2023 03:04 DAS London Plug 04:22 The End Of The 40 Year Bond Bull Market 11:44 Inflation & Real Rates In 2023 15:32 Jim's Outlook For 2024 27:28 Blockworks Research Ad 28:15 The Bitcoin ETF 52:19 Final Thoughts

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