Talking Data cover image

Talking Data

Latest episodes

undefined
May 8, 2024 • 9min

Talking Data Episode #295: Thoughts on the Fed and QRA

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 Jim Bianco of Bianco Research. Today Jim gives his thoughts on the Fed and QRA. · No Rate hikes is now dovish · Tapering QT · Thoughts on the QRA 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.
undefined
May 3, 2024 • 4min

Jim Bianco joins CNBC to discuss the Job Market, ISM Services Data, Fed Speak/Timing & Stagflation

Jim Bianco joins CNBC to discuss the Job Market, ISM Services Data, Fed Speak/Timing & Stagflation with Rick Santelli.
undefined
Apr 30, 2024 • 37min

If I’m Right On The 10-Year Yield, Watch How Bearish Everyone’s Going To Be | Jim Bianco

Jim Bianco, president of Bianco Research, returns to The Julia La Roche for episode 165 to discuss the current macro picture and the potential impact of inflation on the economy.  In this episode, he highlights the bifurcated nature of the economy, with inflation posing a challenge for lower-income individuals. Bianco also shares his insights on the Federal Reserve's interest rate policy and the outlook for long-term interest rates. He thinks rates for the 10-year are likely headed higher to 5-5.5% and breaks down what that could mean for asset allocation, including crypto. Elsewhere, he weights in on his concerns surrounding the narrative of the Bitcoin ETF, while emphasizing the need for a comprehensive alternative financial system. Links: BiancoResearch.com BiancoAdvisors.com twitter.com/biancoresearch Timestamps: 0:00 Welcome Jim Bianco and intro 0:59 Macro picture 1:49 Stickier inflation 4:27 Bifurcated economy 6:06 Interest rate policy outlook 7:50 Fed is not partisan but it is political 9:29 Rates on the 10-year likely headed to 5-5.5% 12:00 The Fed doesn’t change policy in the summer up to election day 13:19 Implications for 10-year at 5-5.5% 19:59 Demographics 24:01 Bitcoin ETF 31:38 How Bitcoin gets to $1 million 34:10 Parting thoughts
undefined
Apr 27, 2024 • 40min

Real Vision Daily Briefing #1024 - Has the Fed Lost Its Way? with Jim Bianco

Jim Bianco, president of Bianco Research, joins Ash Bennington to discuss how mixed tech earnings are propping up the market, the potential for 10-year yields to surpass 5%, and his analysis of the recent price pressure in the crypto market.
undefined
Apr 27, 2024 • 4min

Jim Bianco joins CNBC to discuss the BOJ Yen Intervention, US Bond Market & Next Week’s Fed Meeting

Jim Bianco joins CNBC to discuss the BOJ Yen Intervention, US Bond Market & Next Week’s Fed Meeting with Melissa Lee and the Fast Money Cast.
undefined
Apr 26, 2024 • 8min

Jim Bianco joins Bloomberg to discuss Economic Data, the Timing of Fed Rate Cuts & the Bond Market

Jim Bianco joins Bloomberg to discuss Economic Data, the Timing of Fed Rate Cuts and the Bond Market with Sonali Basak.
undefined
Apr 25, 2024 • 37min

Traders Edge Ep 38 | MoneyShow Edition With Jim Bianco, Tracy Shuchart & Mitch Roschelle | 4.24.24

Financial experts Jim Bianco, Tracy Shuchart, and Mitch Roschelle discuss inflation control, shifting interest rates, and the impacts of remote work on regional banks. They also explore geopolitical influences on oil markets, historical wealth accumulation trends, and post-pandemic challenges in commercial real estate financing.
undefined
Apr 25, 2024 • 15min

Talking Data Episode #294: Bonds’ Year-to-Date Performance

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 Jim Bianco of Bianco Research. Today Jim discusses the bond market’s year-to-date performance. · How was the position going into the year? · How has the year turned out so far? · When do rates peak? 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.
undefined
Apr 24, 2024 • 54min

Economic MURDER Needs To Happen, GOLD Price Puzzle | Jim Bianco

Brilliant economist, Jim Bianco of Bianco Research, joins me to talk about the economy's strength, potential recession triggers, and the puzzling behavior of gold prices. A discussion that could have gone on for a couple of more hours, excellent insights! Recording date: April 19th, 2024 Timestamps & Chapters 00:00:00 - Intro 00:01:49 - Federal Reserve Policies and Economic Outlook 00:06:33 - India's Economic Influence and Global Trends 00:16:42 - AI and Economic Productivity 00:19:42 - AI's Impact on Economic Strategies 00:25:53 - Real Estate Dynamics and Market Predictions 00:28:30 - Insights from "The Big Short" and the Subprime Crisis 00:33:15 - Lessons from the Subprime Mortgage Crisis 00:41:10 - Bond Market Strategies and Economic Recovery 00:44:22 - Conclusion and Future Economic Insights
undefined
Apr 23, 2024 • 4min

Jim Bianco joins Fox Business to discuss “No Landing,” Inflation & the Federal Reserve

Jim Bianco joins Fox Business to discuss “No Landing,” Inflation & the Federal Reserve with Charles Payne.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode