Talking Data cover image

Talking Data

Latest episodes

undefined
Apr 10, 2023 • 11min

#218: Is A Credit Crunch Coming?

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, is a credit crunch coming? • The latest in deposit outflows. • Where do loans come from? • What’s next? 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.
undefined
Apr 7, 2023 • 11min

Talking Data Episode #217: VCs – The New Oilmen

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 about the other parts of SVB. • Areas of Concern • Takeaways from SVB • Long Term Implications 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.
undefined
Apr 6, 2023 • 8min

Jim Bianco joins Fox Business to discuss the Banking Crisis, Market Conditions & the Jobs Report

Jim Bianco joins Fox Business to discuss the Banking Crisis, Market Conditions & the Jobs Report with Maria Bartiromo.
undefined
Apr 5, 2023 • 10min

Talking Data Episode #216: What Did We Learn From The Banking Statistics - Part 2

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 banking crisis and what we have learned since. • Yield-Seekers • Bank Borrowings • Cash Surge 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.
undefined
Apr 4, 2023 • 5min

Jim Bianco joins CNBC to discuss the Bank Crisis, Bond Market Volatility & Equity Market Performance

Jim Bianco joins CNBC to discuss the Bank Crisis, Bond Market Volatility & Equity Market Performance.
undefined
Apr 4, 2023 • 10min

Jim Bianco says that for the moment the stock market is moving up, but bank stocks do not agree.

The Nasdaq closed at the highest level of the year last Friday with an about 20% move off the October 2022 lows. Does this signify a bull market today? Jim Bianco says that for the moment the stock market is moving up, but bank stocks do not agree. Bonds also are in a different territory as rates are down from where they were a month ago. The stock market today is driven by FAANG stocks, Microsoft (MSFT), Nvidia (NVDA), and Tesla (TSLA).
undefined
Apr 3, 2023 • 18min

Talking Data Episode #216: What Did We Learn From The Banking Statistics? - Part 1

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 banking crisis and what we have learned since. • Yield-Seekers • Bank Borrowings • Cash Surge 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.
undefined
Mar 31, 2023 • 9min

Jim Bianco on Bloomberg TV discussing the latest in the Regional Banking Crisis & the Federal Reserve

Jim Bianco on Bloomberg TV discussing the latest in the Regional Banking Crisis & the Federal Reserve with Tom Keene and Lisa Abramowicz. ELON MUSK MEET JIM BIANCO BIANCO: DON'T SEE ANOTHER BANK FAILING BIANCO: FLOW TO HIGH YIELDING ALTS. TO CONTINUE BIANCO: REGIONAL BANKS MATTER COLLECTIVELY BIANCO: BANKS PRICING IN SQUEEZE OF MARGINS BIANCO: FED NOT THINKING OF PAUSE RIGHT NOW
undefined
Mar 30, 2023 • 4min

Jim Bianco on Fox Business discussing Money Leaving Banks, Money Market Funds & the Future of Banking

Jim Bianco on Fox Business discussing Money Leaving Banks, Money Market Funds & the Future of Banking with Charles Payne.
undefined
Mar 29, 2023 • 4min

Jim Bianco: The next rate hike will be determined by what is the fallout of this banking crisis.

Jim Bianco joins CNBC to discuss what will determine the next Fed rate hike and what he would rather own - the NASDAQ or the 2-Year with Kelly Evans.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app