
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

May 15, 2023 • 14min
#225: Oil – Why the Grade Matters
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 Sam Rines of Arbor Data Science.
Today Sam talks through the oil puzzle.
• Global Demand Story
• Sweet vs Sour
• Last Piece of the Puzzle
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.

May 8, 2023 • 9min
Jim Bianco joins Fox Business to discuss the Fed's Senior Loan Officer Survey & Regional Banks
Jim Bianco joins Fox Business to discuss the Fed's Senior Loan Officer Survey & Regional Banks with Charles Payne.

May 1, 2023 • 5min
Jim Bianco joins CNN to discuss the Debt Limit along with current and future market implications
Jim Bianco joins CNN to discuss the Debt Limit along with current and future market implications with Erin Burnett.

May 1, 2023 • 5min
Jim Bianco joins CNBC to discuss the banking crisis & how it factors into the Fed's decisions
Jim Bianco joins CNBC to discuss the banking crisis & how it factors into the Fed's decisions with Melissa Lee and the Fast Money cast.

May 1, 2023 • 10min
Jim Bianco discusses what collapse of First Republic Bank means for the overall banking systems.
We've had the 2nd, 3rd, and 4th largest bank failures in American history in the last two months, notes Jim Bianco. He discusses what collapse of First Republic Bank (FRC) means for the overall banking systems. He highlights that all of the movement in the economy is pointing to a slowdown. He goes over how the banking system is very complicated, so the market has a habit of misunderstanding and misjudging the banks. He also notes that futures are muted Monday ahead of this week's FOMC meeting. he highlights that he thinks Powell is leaving the door open to hike and will hike again.

May 1, 2023 • 19min
#223: Banking, Deposits and the Debt Ceiling
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 latest with banking, deposits and the debt ceiling.
•What is the latest with Banking?
•What is the latest with Deposits?
•What is the latest with the Debt Ceiling?
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.

Apr 26, 2023 • 9min
Jim Bianco joins Fox Business to discuss Central Bank Influence, M2 Money Supply & WFH/Hybrid Work
Jim Bianco joins Fox Business to discuss Central Bank Influence, M2 Money Supply & WFH/Hybrid Work with Charles Payne.

Apr 21, 2023 • 5min
Jim Bianco joins Fox Business to discuss Proposed Fed Regulations on Smaller Banks & Tax Season Data
Jim Bianco joins Fox Business to discuss Proposed Fed Regulations on Smaller Banks & Tax Season Data with Charles Payne.

Apr 13, 2023 • 8min
Jim Bianco joins Fox Business to discuss Recessionary Risks, the PPI Report & Bank Earnings Reports
Jim Bianco joins Fox Business to discuss Recessionary Risks, the PPI Report & Bank Earnings Reports with Lauren Simonetti and Joe LaVorgna.

Apr 13, 2023 • 7min
Jim Bianco joins BloombergTV to discuss the Fed’s Inflation Target & the WFH/Hybrid Work Environment
Jim Bianco joins Bloomberg TV to discuss the Fed’s Inflation Target & the Work From Home/Hybrid Work Environment with Jonathan Ferro, Tom Keene & Lisa Abramowicz.