

The Fed Fears A Liquidity Crisis More Than An Inflationary One | Jim Bianco
Jan 18, 2024
Jim Bianco, founder of Bianco Research, discusses the potential end of Quantitative Tightening (QT) by the Federal Reserve and the implications it may have. He shares insights on macro trends impacting markets in 2024, including concerns about a liquidity crisis once the Reverse Repo Program is fully drained. The podcast also discusses the market's expectations for rate cuts, supply chain disruptions, the struggle of gold against Bitcoin ETFs, and a sensitive issue affecting Republican voters. Other topics covered include scams on social media, investing in one's health, and finding sustainable personal growth.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Assessment of Global Economy and Financial Markets
01:31 • 23min
The Impact of the Reverse Repo Program on Liquidity
24:11 • 21min
Rate Cuts, Supply Chain Disruptions, and Market Outlook
45:05 • 19min
Gold's Struggle Against Bitcoin ETFs
01:04:14 • 11min
Discussion on a Sensitive and Important Issue, and Where to Follow Jim Bianco
01:15:09 • 2min
Scammers, Conference Announcement, and Health Investments
01:16:40 • 2min
Investing in Oneself and Finding Sustainable Growth
01:19:00 • 2min