
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

Sep 8, 2023 • 6min
Jim Bianco joins Fox Business to discuss the Bank Walk, Bankruptcy Boom & latest in the Crypto Market
Jim Bianco joins Fox Business to discuss the Bank Walk, Bankruptcy Boom & latest in the Crypto Market with Charles Payne.

Sep 7, 2023 • 8min
Talking Data Episode #248: Revisiting 0DTE
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 Alex Malitas of Bianco Research.
Today Alex will give us an update on 0DTE Options.
· What’s going on with 0DTE nearly a year after they became popular?
· Can you remind us how 0DTE options work?
· How is this showing up in markets?
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.

Sep 6, 2023 • 38min
Exploring Financial Frontiers: Jim Bianco's Insights on Interest Rates, Treasury Yields, and Jobs
Join us on a riveting episode of Buy Hold Sell as we delve into the intricate world of finance with esteemed guest Jim Bianco, President, and Founder of Bianco Research. Hosted by seasoned Wall Street traders Todd M. Schoenberger and Tobin Smith, this episode goes beyond the surface, exploring the depths of the financial landscape. Jim Bianco brings his unparalleled expertise to the forefront, offering a comprehensive analysis of interest rates, Treasury yields, and a highly anticipated forecast for the August Jobs Report. Get ready to embark on an intellectual journey that uncovers the complexities of the market.
In this enlightening conversation, Jim Bianco provides deep insights that empower investors to understand the dynamics of interest rates and their impact on the broader financial ecosystem. As we navigate the terrain of economic indicators, Bianco's perspective sheds light on the nuanced interplay between Treasury yields and investment strategies. With a keen eye on the horizon, he also lifts the curtain on his anticipated forecast for the upcoming August Jobs Report, equipping listeners with a rare glimpse into the potential direction of the job market. Don't miss this opportunity to gain insider insights from one of the industry's most distinguished minds, guiding us through the multifaceted realm of finance.

Sep 5, 2023 • 19min
Jim Bianco joins Bloomberg to discuss Future Rate Hikes, the Bond Market, the Energy Market & China
Jim Bianco joins Bloomberg to discuss Future Rate Hikes, the Bond Market, the Energy Market & China with Jonathan Ferro & Stuart Kaiser.

Aug 30, 2023 • 13min
#245: Updating the Bank Walk
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 updates his thoughts on the bank walk.
• Bank stocks are struggling again.
• The Bank Walk never stopped.
• Where is the Bank Walk showing up?
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 or call 800-606-1872.

Aug 29, 2023 • 5min
Jim Bianco joins CNBC to discuss the Bond Market, Long-Term Inflation Projections & Rate Cuts
Jim Bianco joins CNBC to discuss the Bond Market, Long-Term Inflation Projections & Rate Cuts with Carl Quintanilla and Leslie Picker.

Aug 28, 2023 • 5min
Jim Bianco recaps Powell's Jackson Hole speech, discusses an inflation roadmap, gives a China update
Jim Bianco joins Fox Business to recap Jerome Powell's Jackson Hole Speech, discuss an inflation roadmap, and give a China update with Charles Payne.

Aug 25, 2023 • 7min
Jim Bianco joins Bloomberg to recap Powell's Jackson Hole Speech, Bond Yields & the Stock Market
Jim Bianco joins Bloomberg to recap Powell's Jackson Hole Speech, Bond Yields & the Stock Market with Scarlet Fu and Sonali Basak.

Aug 22, 2023 • 6min
Jim Bianco joins Fox Business to discuss The Magnificent 7, a Bank Walk Update & The Bank of Japan
Jim Bianco joins Fox Business to discuss The Magnificent 7, a Bank Walk Update & The Bank of Japan with Charles Payne.

Aug 21, 2023 • 4min
Jim Bianco joins CNBC to discuss what the Bond Market sell-off means for investors
Jim Bianco joins ‘Fast Money’ to talk the U.S. Bond Market, what to expect out of Jackson Hole this week and more.