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Talking Data

Latest episodes

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Sep 30, 2022 • 10min

#172: Unicorns

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 gives us a rundown on social media and when unicorns crash. • The Role Social Media Plays • The Surge in Unicorns • Valuations 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.
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Sep 29, 2022 • 5min

Jim Bianco joins CNBC to breakdown the Fed’s Market Impact

Jim Bianco of Bianco Research on the impact the Fed is having on the markets right now. With CNBC’s Melissa Lee.
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Sep 28, 2022 • 9min

#171: Studying for Midterms

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 gives us his thoughts on the upcoming midterm elections and where markets should focus. • The Market’s Focus • Gasoline Matters • Consumer Sentiment and Political Views 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.
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Sep 27, 2022 • 6min

Jim Bianco joins Fox Business to discuss Market Sentiment in a Bear Market & Confidence in the Fed

Jim Bianco joins Fox Business to discuss Market Sentiment in a Bear Market & Confidence in the Fed with Neil Cavuto.
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Sep 26, 2022 • 21min

Jim Bianco: Very few signs the economy has cracked, w/o that there's nothing to constrain yields

Jim Bianco joined BloombergTV on September 26th, 2022. Below are Jim's talking points: 1:17 - Are we going to keep repricing terminal rates until the end of the year? 2:37 - It's difficult to live with 4 or 5% interest rates for an extended period of time. 5:46 - Do we go back to the pre-COVID, zero interest rate environment? 6:57 - What breaks the positive correlation between bonds and stocks? 19:20 - Market environment in the UK.
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Sep 23, 2022 • 5min

Jim Bianco: Why are rates continuing to soar? Because nothing is breaking yet

Jim Bianco joins CNBC to discuss the global bond market and interest rates, and persistent inflation.
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Sep 20, 2022 • 4min

Jim Bianco joins Fox Business to discuss tomorrow's Fed Meeting and when Inflation will come down

Jim Bianco joins Fox Business to discuss tomorrow's Fed Meeting and when Inflation will come down with Charles Payne
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Sep 19, 2022 • 1h 18min

MacroVoices #341 Jim Bianco: Inflation Is Not Going Away

MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to revisit the inflation debate, and Jim says inflation isn’t going away any time soon. They also discuss the equity market outlook, precious metals, and much more.   00:00 Intro 00:38 Market Wrap 14:23 Feature Interview with Jim Bianco 57:58 Postgame - Did the Next Leg Down Begin?
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Sep 19, 2022 • 10min

Positioning Ahead Of The FOMC Announcement

Jim Bianco joins Oliver Renick to set expectations ahead of the Fed announcement Wednesday. He discusses bond yields and the effect that a baseline of 75bps rate hikes would have on the markets moving forward.
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Sep 19, 2022 • 11min

#165: The Walking Dead

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 explains how tightening monetary policy has affected the so-called zombie companies. • Consequences of Tightening Monetary Policy • Root Causes • Importance of business models 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.

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