
Talking Data
Welcome to Talking Data: A series of podcasts hosted by Arbor Research featuring Jim Bianco of Bianco Research, Sam Rines and Petr Pinkhasov of Arbor Data Science.
We will host a series of discussions which will offer timely insights into macro data and its impact on the economy and markets.
Arbor Research & Trading is an institutional research and brokerage firm that produces innovative research across a broad range of global fixed-income, equity currency, and commodity markets.
For further information on Arbor Research & Trading please contact Gus Handler at gus.handler@arborresearch.com.
Latest episodes

Jul 29, 2024 • 35min
Jim Bianco on US Spending, Slowdown Risks, and Bottoming Inflation
After this week's market wrap-up, Financial Sense Newshour interviews Jim Bianco of Bianco Research for his latest insights on the US economy and markets. Jim discusses how the US is spending approximately $6 trillion annually—levels usually observed during major recessions or financial crises—and how this spending is averting a widespread recession but significantly affecting the investment landscape, including inflation, monetary policy, the US Treasury, and the bond market. He guides listeners through these impacts, detailing potential upside and downside risks, and shares his overall macro perspective on the US economy and markets.

Jul 22, 2024 • 5min
Jim Bianco joins Fox Business to discuss Election Betting Odds, the Trump/Powell Trade & Small Caps
Jim Bianco joins Fox Business to discuss Election Betting Odds, the Trump/Powell Trade & the Rotation into Small Caps with Charles Payne.

Jul 22, 2024 • 5min
Jim Bianco joins Bloomberg Surveillance to discuss the Trump & Powell Trade
Jim Bianco joins Bloomberg Surveillance to discuss the Trump & Powell Trade with Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.

Jul 18, 2024 • 7min
Jim Bianco joins Bloomberg Radio to explain why the Fed shouldn’t be cutting rates soon
Jim Bianco joins Bloomberg Radio to discuss why the Fed shouldn’t be cutting rates soon, higher neutral rates, the rotation to small caps, the election year effects on the Fed and the stock market, and why stocks are taking cues from interest rates with Tom Keene & Paul Sweeney.

Jul 15, 2024 • 7min
Jim Bianco joins Fox Business to discuss Election Betting Odds, Wall Street Adjustments & Bitcoin
Jim Bianco joins Fox Business to discuss Election Betting Odds, Wall Street Adjustments due to the Election & Bitcoin/Crypto Markets Response with Charles Payne.

Jul 15, 2024 • 1h 34min
Jim Bianco: Here's Why Tech Stocks Are OUTPERFORMING Crypto!
Why are stocks up but crypto’s not? What happened to the bull market?
Jim Bianco is the perfect guest to intersect crypto, traditional finance and the broader macro world. And that’s exactly why we brought him on the show today.
We ask him:
- Are tech stocks in an AI bubble?
- Is crypto going to have its moment?
- How’s the U.S economy really doing?
- What are the next potential market movers?
Jim guides us through all this, not only that, he explains how he’s positioning himself and his portfolio for 2024.
TIMESTAMPS
0:00 Intro
5:28 Stocks Outperforming Crypto?
12:36 AI Bubble?
18:05 Buffet Indicator
22:57 Money Markets at ATH
28:21 Crypto ETFs
38:02 Tokenization
42:50 Crypto’s Political Shift
51:37 Crypto’s Pain Points
1:04:19 Inflation
1:12:07 Recession Coming?
1:22:05 Market Movers
1:26:37 Jim Bianco’s Portfolio
1:32:48 Closing & Disclaimers

Jul 14, 2024 • 5min
Jim Bianco on the market impact of the attempted Trump assassination, the Election & the Economy
Jim Bianco on the market impact of the attempted Trump assassination, the Election & the Economy

Jul 13, 2024 • 5min
Jim Bianco on CNBC explaining why the Fed should hold rates & there could be higher yields to come
There should be zero rate cuts this year, says Jim Bianco. However, he suspects the Fed will probably cut rates in September.
He also gives his take on what to expect from markets next week.

Jul 9, 2024 • 23min
Talking Data Episode #302: The Market vs the Fed
Q2 Investor Letter: The Market vs the Fed https://www.biancoadvisors.com/q2-investor-letter-the-market-vs-the-fed/
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets.
I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research.
Today Jim will discuss the year-to-date performance of the Bianco Research Fixed Income Total Return Index and the Market vs the Fed.
· YTD Index and ETF Performance
· What Is Neutral?
· When Are You Getting Off Neutral?
Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

Jul 8, 2024 • 5min
Jim Bianco on Fox Business discussing the 2024 U.S. Election, U.S. Government Spending & Immigration
Jim Bianco joins Fox Business to discuss the 2024 U.S. Presidential Election & Betting Markets, U.S. Government Spending & Immigration with Charles Payne.
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