
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

May 23, 2024 • 55min
Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco
Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco
Timestamps:
0:00 - Intro
3:15 - Commodities Supercycle
6:56 - Goods Inflation
8:47 - AI as a Deflationary Technology
13:10 - Fed Minutes Review
14:58 - Are Rates Restrictive?
18:39 - National Debt/Neutral Rates/GDP
26:37 - Does the Curve Steepen out?
28:36 - Supply Chain Disruptions
32:13 - Pizza Talk
33:54 - More on Supply Chain Disruptions
37:47 - Reshoring Effort
40:33 - Trade Wars with China
43:45 - What would you call the Current Environment?
47:07 - Full Impact of Rate Hikes
49:05 - Outro

May 22, 2024 • 34min
Rates, NVIDIA & Crypto: Jim Bianco's Takes
Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss the ongoing rally in equities and crypto, why Nvidia earnings are as important as CPI and payroll numbers, where rates are heading, and what's driving the spike in crypto.

May 21, 2024 • 2min
Jim Bianco discusses positioning of the WisdomTree Bianco Total Return Fund on TD Ameritrade
Jim Bianco discusses positioning of the WisdomTree Bianco Total Return Fund on TD Ameritrade with Oliver Renick.
For more information on the fund: https://www.wisdomtree.com/investments/etfs/fixed-income/wtbn

May 20, 2024 • 13min
Jim Bianco on Positive Signs in Treasuries
Bianco Total Return ETF is up 2% this month. Jim Bianco discusses the outlook for treasury markets, as well as positive signs in treasuries. He also looks at the Yearly Federal spending as a percentage of nominal GDP. Tune in to find out more about the stock market today.

May 17, 2024 • 6min
Jim Bianco on Economic Data Sentiment, Market Reaction After the First Rate Cut & the Bond Market
Jim Bianco joins Fox Business to discuss Economic Data Sentiment, Market Reaction After the First Rate Cut & the Bond Market with Charles Payne.

May 15, 2024 • 3min
Jim Bianco joins CNBC to recap the CPI Report, the Stock Market's Reaction & the 2% Inflation Target
Jim Bianco recaps the CPI Report, the Equity Market's Reaction & the 2% Inflation Target on CNBC's "The Bond Report" with Rick Santelli.

May 14, 2024 • 44min
Ted Oakley - Oxbow Advisors - Interview Series 2024 - Jim Bianco - May 13, 2024
Ted Oakley interviews Jim Bianco of Bianco Research on interest rates, bond investing, stock investing, and balanced investing.
Visit http://www.oxbowadvisors.com/2023-books for a complimentary copy of Ted Oakley's new book "Stay Rich with a Balanced Portfolio" Link: https://oxbowadvisors.com/balanced-po...
To speak to a portfolio manager at Oxbow Advisors click this link: http://bit.ly/3Tg0YIS
Social Media & YouTube Disclosure: https://bit.ly/3LJ8IRs
Intro – 0:00
Government & Consumer Spending - 1:21
Federal Reserve – 10:00
Economic Weakness & Unemployment – 14:15
Effects of Work From Home – 17:12
Consumer Spending – 20:20
Stock Market Euphoria – 22:36
Balanced Investing – 27:50
Rate Outlook – 34:15
Are Rate Changes Worth Chasing? – 36:26
Risk vs Return Expectations – 39:10
Outro – 42:03

May 10, 2024 • 10min
Jim Bianco joins Bloomberg Radio to discuss the Last Mile of Inflation, Rate Cuts & the Bond Market
Jim Bianco joins Bloomberg Radio to discuss the Last Mile of Inflation, Rate Cuts & the Bond Market with Tom Keene & Paul Sweeney.

May 10, 2024 • 37min
Jim Bianco joins Bloomberg to discuss the Bond Market, Rate Cut Timing & the Post-Lockdown Economy
Jim Bianco joins Bloomberg to discuss the Bond Market, Rate Cut Timing & the Post-Lockdown Economy with Jonathan Ferro & Dani Burger.

May 9, 2024 • 8min
Jim Bianco joins Fox Business to discuss Fed Rate Cut Timing, the Bond Market & Shelter Inflation
Jim Bianco joins Fox Business to discuss Fed Rate Cut Timing, the Bond Market & Shelter Inflation with Charles Payne & Joseph Wang.