
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

Feb 17, 2023 • 11min
Jim Bianco joins Yahoo Finance to discuss "No Landing," Fed vs Inflation & a Return to Stock Picking
Jim Bianco joins Yahoo Finance to discuss "No Landing," Fed vs Inflation & a Return to Stock Picking.

Feb 17, 2023 • 14min
#209: Will the Fed Hike Beyond 5.25%?
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 Fed’s rate hike cycle and how far they might go.
• The market is starting to price in more than 5.25%
• What do fund managers think?
• How does inflation/economy fit into this?
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.

Feb 15, 2023 • 16min
Jim Bianco joins Bloomberg TV to discuss Sticky Service Inflation, "No Landing" & Post COVID Economy
Jim Bianco joins Bloomberg TV to discuss Sticky Service Inflation, "No Landing" & the Post COVID Economy with Jonathan Ferro, Tom Keene and Lisa Abramowicz.

Feb 13, 2023 • 4min
Jim Bianco joins Fox Business to discuss the U.S. Economy, tomorrow's CPI Report & Market Evaluations
Jim Bianco joins Fox Business to discuss the U.S. Economy, tomorrow's CPI Report & Market Evaluations with Charles Payne.

Feb 13, 2023 • 16min
#207: 0DTE Options Explode On The Scene
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 explains what 0DTE options are and why they are so popular.
• What are 0DTE options?
• Why are they so popular?
• How to measure it?
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.

Feb 9, 2023 • 21min
Jim Bianco joins Bloomberg to cover the Labor Market, Mixed Signals in Equities, Recession Timetable
Jim Bianco joins Bloomberg TV to cover the Labor Market, Mixed Signals in Equities, Recession Timetable with Jonathan Ferro & Megan Greene.

Jan 31, 2023 • 6min
Jim Bianco joins Fox Business to discuss tomorrow's FOMC Meeting, Inflation & the Labor Market
Jim Bianco joins Fox Business to discuss tomorrow's FOMC Meeting, Inflation & the Labor Market with Charles Payne.

Jan 30, 2023 • 20min
Jim Bianco joins Bloomberg to discuss this week's FOMC Meeting, Market Conditions in the US & Europe
Jim Bianco joins Bloomberg TV to discuss this week's FOMC Meeting, Market Conditions in the US & Europe with Jonathan Ferro & George Goncalves.

Jan 30, 2023 • 10min
#205: Taking the Electives
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 discusses the lingering effects of the pandemic as they show up in overlooked places.
• Healthcare Sector: Boom or Bust?
• Impact of Reopening
• Global Phenomenon
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.

Jan 27, 2023 • 15min
#204: How Worried Should We Be About 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 argues that the market is not worried about the debt ceiling right now, but check back in May.
• Why Do We Have A Debt Ceiling?
• Where Do We Stand Now?
• What Happens in June?
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.