Talking Data

Subscribe to The Meb Faber Show podcast on your favorite platform so you never miss an episode! https://pod.link/1128955736 Today’s guest today is Jim Bianco, President and Macro Strategist at Bianco Research and one of my favorite macro minds around. In today’s episode, Jim holds absolutely nothing back. He shares why 2020 was the biggest economic event of our lifetime, why the 40-year bond bull market is dead, and why energy is going to be weaponized going forward. We also touch on the recent labor strikes, the impact of remote work, and why it may be time for active management in both stocks and bonds going forward. To see links or read the transcript of the episode, visit us at: https://mebfaber.com/2023/11/15/jim-b...

Jim Bianco joins Bloomberg to discuss Consumer Spending, Growth Forecasts, Interest Rates Post QE, Bond Market Fair Value & the Chinese Recovery with Francine Lacqua.

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 discusses the big drop in yields after last week’s refunding announcement. · Why look at TLT? · What are volume and flows telling us? · How about the options market? · What does it all mean? 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.

From the fate of the yen to the impact of a potential Bitcoin ETF, get ready for a deep exploration of currencies. Jim Bianco, president of Bianco Research, and Ram Ahluwalia, co-founder, CEO, and Co-CIO of Lumida, discuss the potential ramifications of an approved Bitcoin ETF.

Jim Bianco joins fox Business to discuss Inflation Expectations, Possible Future Rate Hikes, Interest Rates vs Earnings Reports & The Magnificent 7 with Charles Payne.

Jim Bianco discusses the bond markets reaction to the October jobs report. He breaks down the October employment report. He also goes over how he thinks the economy is doing pretty well and noting that inflation has hit its bottom already. He then outlines how the Fed will react to the October jobs report. Tune in to find out more about the stock market today.

Jim Bianco joins Fox Business to discuss Inflation, the Bond Market & Post-Pandemic Debt Dynamics with Charles Payne.

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 explains why we should not expect a reversion to the QE-Era. · Every Quarter – Contraction to Boom · Housing Holding On · Are Real Rates Too High? 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.

10–25-23 Place Your Trades Live Twitter Spaces Join chigrl this week with Amazing guests: @biancoresearch and @IceCapGlobal to talk all things Macro concerning the US and Canada markets! In this video, we shed light on the key factors driving these economies and offer valuable insights that will help you stay ahead in the ever-changing market landscape. Join us as we unravel the intricate details behind the economic forces shaping both nations.

Jim Bianco is President and Macro Strategist for Bianco Research, LLC. In this wide-ranging interview, the long-time independent researcher explains why he remains a “unique optimist” even though he believes today’s higher rate, higher volatility, and higher inflation environment isn’t going away. Jim believes the post-COVID economic and market backdrop is completely different than the 2009-2020 era, warning that those who say otherwise have their “anchoring all backwards.” He adds that today’s investors would be best served by investing like their predecessors did in the 1980s and 1990s. Back then we had higher rates, but the economy handled them just fine, and the “Peter Lynch Picking Stocks” approach worked well. Jim goes on to discuss opportunities, risks, and trends in the stock, currency, and precious metals markets. He explains why recent challenges “set up a GREAT opportunity” in one asset class that has been hit extremely hard in 2022-2023. He discusses how many old-line industries like manufacturing, transportation, and banking/finance will be disrupted in the coming years – and how investors can capitalize. Plus, he gives a sneak peek at what he’ll discuss at the Investment Masters Symposium Sarasota, set for Dec. 4-6, 2023 at the Hyatt Regency Sarasota. Click here to register: https://conferences.moneyshow.com/investment-masters-symposium-sarasota/?scode=061246