
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

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.

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.

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.

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.

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.

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.

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

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?

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.

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.