
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 26, 2023 • 13min
Jim Bianco joins Bloomberg to discuss today's Rate Hike, the Fed's Inflation Fight & Decision Making
Jim Bianco joins Bloomberg's Fed Special to discuss today's Rate Hike, the Fed's Inflation Fight & Decision Making with Jonathan Ferro, Tom Keene, Lisa Abramowicz, Bob Michele & Andrew Hollenhorst.

Jul 25, 2023 • 4min
Jim Bianco joins CNBC fast Money to discuss tomorrow’s FOMC Meeting
Jim Bianco joins ‘Fast Money’ to talk the upcoming Federal Reserve meeting and why he thinks the central bank won’t extend its pause on hikes this month.

Jul 24, 2023 • 13min
#237: What Does The Stock Market See?
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 answers the question, what does the stock market see
• Breaking down the stock market in 2023
• What are other markets doing?
• What does it 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.

Jul 18, 2023 • 15min
Jim Bianco joins Bloomberg Surveillance to discuss Inflation Base Effect, Rate Hikes & Stock Market Performance
Jim Bianco joins Bloomberg Surveillance to discuss Inflation Base Effect, Rate Hikes & Stock Market Performance with Jonathan Ferro and Gershon Distenfeld.

Jul 17, 2023 • 6min
Jim Bianco joins Fox Business to discuss S&P 500 CEO vs NBA Salaries and the Inflation Base Effect
Jim Bianco joins Fox Business to discuss S&P 500 CEO vs NBA Salaries and the Inflation Base Effect with Charles Payne.

Jul 10, 2023 • 4min
Jim Bianco discusses the Market Rally & the Relationship Between Bond Yields & the Stock Market
Jim Bianco discusses the Stock Market Rally, the Relationship Between Bond Yields & the Stock Market and the new Bond Bear Market with Charles Payne.

Jul 3, 2023 • 10min
Jim Bianco on TD Ameritrade Network discussing the Large/Small Cap Divergence & Bank Underperformance
Jim Bianco on TD Ameritrade Network discussing the Large/Small Cap Divergence & Bank Underperformance with Oliver Renick.

Jul 3, 2023 • 7min
Jim Bianco joins Bloomberg to discuss the Inflation Base Effect, the Economy, what the Fed does next
Jim Bianco joins Bloomberg Surveillance to discuss the Inflation Base Effect, the Economy, what the Fed does next with Tom Keene, Katie Greifeld and Ellen Zenter.

Jul 1, 2023 • 59min
Julian Brigden joins Jim Bianco to chat through markets and provide exciting details about their upcoming Global Macro Summit
Julian Brigden, Co-founder & President of MI2 Partners, joins Jim Bianco to chat through markets and provide exciting details about their upcoming Global Macro Summit from Sept 26th - 29th in beautiful Vail, CO.
The Global Macro Summit will be the first macro event of its kind, designed to deepen your understanding of current and projected market dynamics.
They have a fantastic lineup of speakers with some of the best macro minds out there that MI2 Partners relies on to guide their decision-making. These global experts will share what it takes to navigate global headwinds and thrive in an increasingly volatile landscape. You'll have the chance to explore and dissect specific themes and trends in panel discussions and intimate breakout sessions with these sought-after experts.
You'll also spend time in the beautiful Vail Valley during one of the most stunning seasons and choose from various local excursions to experience with speakers. Or bring a plus one to enjoy together!
More about the venue, speakers, and VIP experiences are provided via the link below. Please note: Early Bird Pricing ends July 15th. Save $500 on your ticket before it's too late!
https://mi2partners.com/global-macro-summit-early-bird-registration/

Jun 30, 2023 • 5min
Jim Bianco discusses a Potential Recession, Inflation Base Effects, Rate Hikes, & the Bond Market
Jim Bianco joins Fox Business to discuss a Potential Recession, Inflation Base Effects, Rate Hikes, & the Bond Market with Charles Payne.