
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

Mar 17, 2023 • 12min
#213: Oil: A Year After the Invasion
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 energy one year later and one year forward.
• Is Energy Still a Place to Hide?
• Impact of Rate Hikes on Oil
• 25% Returns for Oil Producers
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 14, 2023 • 13min
Jim Bianco breaks down the failure of Silicon Valley Bank & Federal Reserve Policy going forward
Jim Bianco breaks down the failure of Silicon Valley Bank & Federal Reserve Policy going forward on Bloomberg Markets: European Open.

Mar 14, 2023 • 9min
#212: The Problem With Surveys: Payroll Report Edition
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 problem with surveys.
• How are payrolls collected?
• What is happening to response rates?
• What does it mean for understanding the economy?
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 9, 2023 • 6min
Jim Bianco joins Fox Business to discuss Remote Work, a Four-Day Workweek & AI in the Workforce
Jim Bianco joins Fox Business to discuss the Future of Remote Work, a potential Four-Day Workweek & AI's effect in the Workforce with Charles Payne.

Mar 6, 2023 • 8min
Jim Bianco joins TD Ameritrade Network to discuss the Fed's Inflation Fight & the No Landing Scenario
Jim Bianco joins TD Ameritrade Network to discuss the Fed's Inflation Fight & the No Landing Scenario with Oliver Renick.

Mar 6, 2023 • 5min
Jim Bianco joins Bloomberg to discuss Yield Curve Inversion, March Fed Meeting, China Reopening
Jim Bianco joins Bloomberg to discuss Yield Curve Inversion, March Fed Meeting, China Reopening with Jonathan Ferro, Tom Keene & Lisa Abramowicz.

Feb 28, 2023 • 6min
Jim Bianco joins Fox Business to discuss Wall St vs Jay Powell, Fed's Inflation Gauge & 6% Fed Funds
Jim Bianco joins Fox Business to discuss Wall St vs Jay Powell, Fed's Inflation Gauge & 6% Fed Funds with Charles Payne.

Feb 22, 2023 • 4min
Jim Bianco joins CNBC to discuss February’s Fed Minutes & what to expect going forward from the Fed
Jim Bianco joins CNBC to discuss February’s Fed Minutes & what to expect going forward from the Fed with Melissa Lee and the Fast Money Crew.

Feb 21, 2023 • 6min
Jim Bianco talks the state of the US Consumer, "No Landing" Scenario & the Bond Market - FoxBusiness
Jim Bianco talks the state of the US Consumer, "No Landing" Scenario & the Bond Market on Fox Business with Charles Payne.

Feb 21, 2023 • 11min
#210: Another Reopening
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 another reopening.
• Reasons for Optimism?
• Ridership in a Post-Covid World
• The Crowded Skies
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.