
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

Jan 8, 2024 • 9min
Jim Bianco Introduces the Bianco Research Fixed Income Total Return Index & ETF $WTBN
Index Website
https://biancoadvisors.com
ETF Prospectus
https://connect.rightprospectus.com/wisdomtree/TADF/947/11?isInternalTAID=True

Jan 8, 2024 • 8min
Jim Bianco joins Bloomberg to discuss Interest Rates, Inflation & the Change in the Nature of Work
Jim Bianco joins Bloomberg Surveillance to discuss Interest Rates, Inflation & the Change in the Nature of Work with Jonathan Ferro, Tom Keene & Lisa Abramowicz.

Jan 5, 2024 • 4min
Jim Bianco joins Fox Business to discuss Bitcoin Spot ETF Approval, Jobs Market & the Bond Market
Jim Bianco joins Fox Business to discuss Bitcoin Spot ETF Approval, Jobs Market & the Bond Market with Charles Payne.

Jan 3, 2024 • 6min
Jim Bianco joins CNBC to give his take on Fed Rate Cuts, Bond Yields & Sticky Inflation
Jim Bianco joins CNBC to give his take on Fed Rate Cuts, Bond Yields & Sticky Inflation with Melissa Lee and the Fast Money Cast.

Jan 3, 2024 • 60min
On the Margin Podcast: Jim Bianco's Big Predictions For 2024
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

Jan 2, 2024 • 11min
Jim Bianco: Good, Better, & Not-So-Good News About Higher Rates and the Return to “Normal”
Jim Bianco is President and Macro Strategist for Bianco Research, LLC. In this interview – recorded from the floor of our MoneyShow Investment Masters Symposium Sarasota – he outlines the good news...the better news...and the “not so good” news about higher interest rates. The long-time financial markets and policy expert explains that investors, governments, companies, borrowers, and retirees will all see different impacts from this new “normal” environment. In his view, it’s not a “doom and gloom” world – even as there will be some clear winners and losers from a return to 2% “real” rates and 5%-6% nominal ones. Jim goes on to discuss the other ways the economic backdrop has changed, including the newfound power labor has relative to company managements.
He then pivots to the market and investment implications of these long-term, big-picture shifts. Among them: The “Index Era” will gradually fade, while active management and quality stock picking will prove increasingly rewarding. Stated another way, the markets might generate “milquetoast” returns. But investors willing to put in the work and identify key winners in sectors like technology or energy could generate much stronger ones.
Don’t forget to check out our 2024 MoneyShow/TradersEXPO Las Vegas, set for Feb. 21-23, 2024, at the Paris Las Vegas. You can get the very latest insights from experts like Jim there. Click here to register: https://conferences.moneyshow.com/mon...

Jan 2, 2024 • 20min
Jim Bianco joins Bloomberg to discuss the Bond Market, Type of Landing & Path of Inflation in 2024
Jim Bianco joins Bloomberg to discuss the Bond Market, Type of Landing & Path of Inflation in 2024 with Jonathan Ferro & Sameer Samana.

Dec 29, 2023 • 9min
Jim Bianco joins Fox Business to discuss the Bond Market, Rate Cuts, CPI/Average Hourly Earnings
Jim Bianco joins Fox Business to discuss the Bond Market, Rate Cuts, CPI/Average Hourly Earnings with Charles Payne.

Dec 22, 2023 • 1h 31min
MacroVoices #407: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More
Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss:
• FED’s Inconsistencies
• FED Politics and Election-Year Pressure
• US Economy, Inflation, and Interest Rates
• FED’s Future Rate Cuts
• Interest Rate Impacts on The General Population
• Yield Curve Inversion and Its Implications
• Potential Impact of Bitcoin ETF Approval
• Government Regulation of Cryptocurrency

Dec 21, 2023 • 1h 52min
Introducing Our Index & Our 2024 Outlook
This week, WisdomTree will launch an ETF (ticker: WTBN) that tracks the Bianco Research Fixed-Income Total Return Index. Join us on Thursday as we introduce the index and how it fits our 2024 outlook.
* 2024 Outlook
* This outlook and the Bianco Research Fixed-Income Total Return Index
* The ETF (symbol: $WTBN) that tracks our index
The slide deck: https://biancoresearch.com/bianco/samples/2023/12/Presentation122123.pdf