
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

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.

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.

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.

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.

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.

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).

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.

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

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.

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.