
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

Mar 11, 2024 • 11min
How Far Can the “Big 4” Stocks Carry the Current Rally?
Futures are lower ahead of this week’s inflation data. Jim Bianco discusses this, along with what Nvidia’s (NVDA) Friday reversal means for the overall market. He also talks about Nvidia, Meta (META), Amazon (AMZN), and Microsoft’s (MSFT) impact on the S&P 500. He then goes over how far the “Big 4” stocks can carry the current rally.

Mar 11, 2024 • 3min
Jim Bianco makes the case for the Fed to help this concentrated market
“Wall Street needs the Fed to cut rates, maybe end quantitative tightening, get the money pump going...we don’t have enough money to keep everything going.”

Mar 6, 2024 • 42min
The Price of Truth - Jim Bianco | tastylive network
The Price of Truth - Jim Bianco | tastylive network
Recorded March 5h, 2024.

Mar 6, 2024 • 13min
Jim Bianco joins Bloomberg to discuss Fed Policy, Stock Market Dynamics & the 2024 Election
Jim Bianco joins Bloomberg to discuss Fed Policy, Stock Market Dynamics & the 2024 Election with Manus Cranny & Bob Elliott.

Mar 6, 2024 • 21min
Talking Data Episode #287: What's Going On With The Bitcoin ETFs?
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 explains what’s going on with the Bitcoin ETFs.
· What Are the Spot BTC ETFs?
· How Big Are They?
· What Are Some of the Concerns?
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.

Mar 4, 2024 • 7min
Jim Bianco joins Bloomberg to discuss Rate Cuts, Inflation Bottoming & Savings/Consumer Spending
Jim Bianco joins Bloomberg to discuss Rate Cuts, Inflation Bottoming & Savings/Consumer Spending with Tom Keene & Damian Sassower.

Mar 1, 2024 • 59min
Jim Bianco: The New Normal - Making Markets, Episode #19
My guest this week is Jim Bianco, the founder and President of Bianco Research. Jim is well-known on Wall Street for providing macro analysis since the nineties. Today, he takes us through his unique perspective on the economy. We start with his contrarian view on interest rates. We then cover the changes to the economy since COVID, such as remote work and the new consumer. We also talk about his new fixed-income ETF, Crypto, the Red Sea crisis, and more. Please enjoy this conversation with Jim Bianco.

Mar 1, 2024 • 7min
Jim Bianco on the Disconnect in the Economy, Wall Street's Contrarian Sentiment & Bitcoin ETFs
Jim Bianco joins Fox Business to discuss the Current Disconnect in the Economy, Wall Street's Growing Contrarian Sentiment & Some Concerns with the Bitcoin ETFs with Charles Payne.

Mar 1, 2024 • 39min
MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?
MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has to start cutting in May or June or else not cut at all before the November election.

Feb 28, 2024 • 12min
Jim Bianco Isn't Sold on the ETF Narrative. Here's Why. - "Markets Daily" Crypto Update
On "Markets Daily," CoinDesk Markets Reporter Helene Braun speaks with Jim Bianco, president and macro strategist at Bianco Research about his contrarian take on the promise of spot bitcoin ETFs. #cryptocurrency #digitalfinance #finance #bitcoin #crypto
00:00: Cold Open
00:12: Intro
00:38: Federal Reserve and interest rates
01:33: Impact of Fed policy on bitcoin
02:27: Concerns about spot bitcoin ETFs
06:40: The role of Wall Street and ETFs
09:56: Centralized ownership and concentrated power