
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

Aug 25, 2022 • 11min
#158: When it Rains, it Pours
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 is Sam Rines of Arbor Data Science.
Today Sam answers the question, where’s the rain?
• Critical Role of Water
• Global Food Commodity Markets
• Investment in Water Related Resource Management
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.

Aug 24, 2022 • 4min
Jim Bianco: The Fed will stay aggressive; 5% inflation is the new normal
Jim Bianco on what to expect from the Fed this week.

Aug 22, 2022 • 4min
Jim Bianco on Fox Business discussing the Post-COVID Labor Market & Economy, Gas Shortages in Europe
Jim Bianco on Fox Business discussing the Post-COVID Labor Market & Economy, Gas Shortages in Europe

Aug 17, 2022 • 5min
Jim Bianco: Inflation will be sticky, the Fed will have to stay aggressive & Wall St won't like that
Jim Bianco joined Fox Business with Charles Payne to discuss the Fed Minutes & Jackson Hole, and how aggressive the Fed will have to stay as inflation stays sticky.

Aug 12, 2022 • 12min
#157: What Will It Take For Inflation To Fall And The Fed To Pivot?
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 what will it take for inflation to fall and the Fed to pivot?
· Inflation is expected to return to 2%, is transitory still alive?
· What did we learn from July Payrolls?
· Can inflation fall without wage inflation falling?
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.

Aug 9, 2022 • 4min
Jim Bianco: The Fed is committed to flight inflation, will not back off if inflation is persistent
Jim Bianco joined Fox Business to discuss the Inflation Reduction Act, Federal Reserve Rate Hikes, CPI and US Treasury Sanctions on Tornado Cash with Charles Payne.

Aug 8, 2022 • 4min
From soaring wages to used car prices, Jim Bianco warns inflation's bite is deepening
Jim Bianco, Bianco Research, on the markets ahead of key inflation reports. With CNBC’s Brian Sullivan and the Fast Money traders, Steve Grasso, Courtney Garcia, Guy Adami and Jeff Mills.

Aug 8, 2022 • 10min
Jim Bianco breaks down why the inflation story has not been completely written yet
Examining Inflation's Impact On The Economy

Jul 22, 2022 • 17min
#153: The Persistent Inversion of the Yield Curve
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 covers the persistent inversion of the yield curve.
• Different yield curves the market watches.
• What is a persistent inversion?
• What does it mean for the economy?
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.

Jul 19, 2022 • 10min
#152: All Gas, No Breaks?
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 why it will take time for the decline in food costs to filter through.
• Surging Food Costs
• Fertilizer Prices Back at Pre-War Levels
• What Productivity vs Output
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.