
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

Nov 15, 2022 • 6min
Jim Bianco joins Fox Business to discuss the FTX Meltdown, Crypto Ice Age & Russian Missiles in Poland
Jim Bianco joins Fox Business to discuss the FTX Meltdown, Crypto Ice Age & Russian Missiles in Poland with the birthday boy Charles Payne.

Nov 15, 2022 • 16min
#189: Is CPI Day Now the DeFacto Fed Meeting?
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 today is Jim Bianco of Bianco Research.
Today Jim discusses last week's CPI Report and the market reaction.
• What did the CPI report say?
• Does it change the outlook for the Fed?
• Why such a big reaction?
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.

Nov 10, 2022 • 6min
Jim Bianco joins Fox Business to discuss today's CPI Report, how the Fed reacts, & Midterm Elections
Jim Bianco joins Fox Business to discuss today's CPI Report, how the Fed reacts, & Midterm Elections with Neil Cavuto.

Nov 10, 2022 • 20min
Jim Bianco joins Bloomberg TV to discuss today's CPI Report, the Federal Reserve & the Crypto Market
Jim Bianco joins Bloomberg TV to discuss today's CPI Report, the Federal Reserve & the Crypto Market with Jonathan Ferro.

Nov 9, 2022 • 6min
Jim Bianco joins Fox Business to discuss the latest events in the Cryptocurrency Market
Jim Bianco joins Fox Business to discuss the latest events in the Cryptocurrency Market with Charles Payne.

Nov 7, 2022 • 10min
#187: Midterm Election Outlook
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 today is Jim Bianco of Bianco Research.
Today Jim give us a midterm election update.
• What is the Generic Ballot, and what does it say?
• What are the betting markets and models saying about the House and Senate?
• What is the latest on important Senate races?
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.

Nov 4, 2022 • 17min
#185: The Fed’s Reaction Function to Nick Timiraos
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 today is Jim Bianco of Bianco Research.
Today Jim answers the question does the Fed's reaction function now include Nick Timiraos?
• What is a Step Down?
• Why does Nick Timiraos Matter?
• Will Powell Step Down?
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.

Nov 3, 2022 • 6min
Jim Bianco: Powell views the best way to get inflation down is a reverse wealth effect
Jim Bianco joins Charles Payne on Fox Business to recap Jay Powell's comments at yesterday's FOMC Meeting and what they mean for markets going forward.

Oct 28, 2022 • 9min
#182: Long Live Fiat
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 today is Sam Rines of Arbor Data Science.
Today Sam discusses all things currency.
• Strength of the US Dollar
• Battle of the Currencies
• Trade Dynamics
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.

Oct 26, 2022 • 10min
It's more about the signaling, than the actual action itself, says Jim Bianco
Will The Fed Signal An End To Rate Hikes? He discusses the Fed's policy after Friday's Wall Street Journal report. He talks about how the Fed's Daly says more hikes are necessary to reach a restrictive stance. He then examines the rise in treasury yields FVX, TNX, and TYX. He also goes over what's next in the Fed's rate hike plan.