
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

Oct 25, 2022 • 5min
Jim Bianco on the latest Economic Data, the Fed "stepping down," Janet Yellen & Federal Funding
Jim Bianco discusses the latest Economic Data, the Fed "stepping down," Janet Yellen & Federal Funding with Charles Payne.

Oct 25, 2022 • 10min
#181: Coffee Run
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 a staple that has gone under the radar.
• A Costly Cup
• Biggest Producers
• Changing Trends
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 24, 2022 • 5min
Jim Bianco: No indication that this yield rise is going to stop because good news is bad news
Jim Bianco of Bianco Research breaks down the market action. With CNBC’s Melissa Lee and the Fast Money traders, Guy Adami, Dan Nathan, Karen Finerman and Jeff Mills.

Oct 20, 2022 • 6min
Jim Bianco on the Terminal Rate, Persistent Inflation, Return to Alpha, Post-Pandemic Economy
Jim Bianco on the Terminal Rate, Persistent Inflation, Return to Alpha, Post-Pandemic Economy with Tom Keene and Lisa Abramowicz

Oct 15, 2022 • 7min
Jim Bianco on the Federal Reserve looking into Raphael Bostic's trades during restricted periods
Jim Bianco on the Federal Reserve looking into Raphael Bostic's trades during restricted periods on Bloomberg TV.

Oct 14, 2022 • 13min
#178: What’s Missing From the Fed’s Argument
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 will answer the question what’s missing from the Fed’s argument?
• Transitory Still Lives!
• No Agreement at the Fed
• Pivot talk will not stop
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 10, 2022 • 13min
#176: Oil, More Oil
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 what today's OPEC+ meeting means for the oil complex.
• Production Cuts
• Spare Capacity
• Global Energy Crunch
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 7, 2022 • 7min
#175: The 10-Year Note Goes Streaking
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 the rise in the 10-year yield, and historically what that means for the stock market.
• The 10-Year yield is up nine straight weeks
• What happens next?
• What does it mean?
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 5, 2022 • 3min
Jim Bianco joins Fox Business to discuss the current state of the labor market
Jim Bianco joins Fox Business to discuss the current state of the labor market with Neil Cavuto.

Sep 30, 2022 • 5min
Jim Bianco on bear market conditions, the Fed going too far, new era of higher interest rates
Jim Bianco joined Fox Business to discuss bear market conditions, the Fed going too far after last year's mistake, and the new era of higher interest rates with Charles Payne