
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

Feb 27, 2024 • 22min
The Investopedia Express: What the Non-Consensus View is Telling us About Capital Markets Today
Jim Bianco, the President and Macro Strategist at Bianco Research, tells us why Wall Street might be very wrong about rate cuts, inflation, crypto ETFs and the bond market. Plus, he compares the rise of A.I. stocks and crypto with other frothy periods in history and explains how these usually play out. Plus, the meteoric rise of Nvidia and other chip stocks has brought out the options army in full force. They are calling for much higher prices. Will they be 'in the money'?

Feb 26, 2024 • 9min
Jim Bianco joins Bloomberg to discuss the Disconnect in the Market, Rate Cuts & Path of Inflation
Jim Bianco joins Bloomberg to discuss the Disconnect in the Market, Rate Cuts & Path of Inflation with Jonathan Ferro, Lisa Abramowicz & Annmarie Hordern.

Feb 24, 2024 • 60min
Market Insights with Jim Bianco: Navigating Through Economic Signals | Hedge Fund Telemetry
Join Thomas Thornton, founder of Hedge Fund Telemetry, in a riveting webinar featuring Jim Bianco, President and Macro Strategist at Bianco Research, L.L.C. With over three decades of experience, Jim is renowned for his objective and insightful analysis that frequently challenges the mainstream narrative.
In this webinar, you'll discover:
-Jim's unique perspective on the global economy and financial markets.
-In-depth discussions on monetary policy and market-politics dynamics.
-Strategies for navigating government's role in the economy.
-Insights into fund flows and financial market positioning.
About Jim Bianco:
Jim Bianco has carved a niche as a preeminent macro strategist. His expertise stems from years of unbiased research and his ability to provide clear, incisive commentary. For nearly two decades at Bianco Research, Jim has been delivering wide-ranging analyses that span from monetary policy and economic fundamentals to the subtleties of market sentiment.
Regular Media Presence:
-CNBC
-Bloomberg
-Fox Business
Featured In:
-The Wall Street Journal
-Bloomberg News
-Grants Interest Rate Observer
-MarketWatch
Professional Background:
-Market Strategist at UBS Securities
-Equity Technical Analyst at First Boston and Shearson Lehman Brothers
-Chartered Market Technician (CMT)
-Member of the Market Technicians Association (MTA)
Education:
-B.S. in Finance from Marquette University (1984)
-MBA from Fordham University (1989)
Don't miss the wealth of knowledge shared in this webinar. Whether you're a seasoned investor or just starting, the insights offered by Jim Bianco are invaluable.
Stay Connected:
-Follow Jim Bianco on X: https://twitter.com/intent/follow?scr...
-Follow Jim Bianco on LinkedIn: https://www.linkedin.com/in/james-bia...
Subscribe to Bianco Research for the latest economic insights: https://www.biancoresearch.com/
Connect with Hedge Fund Telemetry for more expert financial commentary: https://www.hedgefundtelemetry.com/

Feb 23, 2024 • 4min
Jim Bianco joins Fox Business to discuss the Bond Market, No Landing & Optimism in the Market
Jim Bianco joins Fox Business to discuss the Bond Market, the No Landing Scenario & Optimism in the Market with Charles Payne.

Feb 22, 2024 • 3min
Jim Bianco discusses the WisdomTree Bico Total Return Fund ETF $WTBN with Bloomberg ETF IQ
Jim Bianco discusses the WisdomTree Bianco Total Return Fund ETF $WTBN with Bloomberg ETF IQ's Katie Greifeld and Eric Balchunas.

Feb 22, 2024 • 8min
Jim Bianco joins Bloomberg's ETF IQ to discuss Bitcoin ETFs, $WTBN ETF & why he is Bearish on Bonds
Jim Bianco joins Bloomberg's ETF IQ to discuss Bitcoin ETFs, $WTBN ETF & why he is Bearish on Bonds with Katie Greifeld and Eric Balchunas.

Feb 21, 2024 • 27min
Talking Data Episode #286: Is “Last Mile” the New “Transitory?”
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 inflation’s “last mile.”
· What is the “Last Mile?”
· What factors drive inflation?
· How will markets take it?
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.

Feb 16, 2024 • 38min
Real Vision Daily Briefing Episode #976: What’s the Best Way to Hedge Inflation With Jim Bianco
Streamed live on Feb 16, 2024
Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss the market’s shaky response to today's PPI print, whether the Federal Reserve can still steer the economy toward a soft landing, and the impacts of the Bitcoin ETF.

Feb 16, 2024 • 1h 8min
Danielle DiMartino Booth & Jim Bianco: Recession vs "No Landing," Rate Cuts, and Bitcoin vs. ETFs
In this episode with macro strategists Danielle DiMartino Booth and Jim Bianco we discuss:
- Latest inflation data vs. 'truflation'
- Danielle says we're in recession, Jim says we're in a "no landing" scenario
- Remote work, wage growth, and AI's impact on jobs
- Extreme wealth concentration
- Will the Fed cut rates?
- Why are stocks booming when rates are still high?
- Government spending and national debt
-Powell's legacy
- Bitcoin and the spot Bitcoin ETFs
Timestamps:
00:00 Inflation vs. "truflation"
2:03 CPI, sticky inflation about 3-4%
3:05 Are wages keeping up with inflation?
4:53 Unemployment and jobs numbers
10:23 Bitdeer Technologies Group promo
11:24 Bank Term Funding Program, CRE
16:19 Regional banks
18:12 Recession vs. "no landing"
23:17 GDP vs. GDI
26:24 Fed spending to the rescue
32:07 Bitcoin 2024 promo
32:34 Coinkite Coldcard Wallet promo
32:53 CrowdHealth promo
33:23 What's happening with interest rates?
36:40 End of Quantitative Tightening
38:33 Fixing economic inequality
42:43 Election year economics
53:36 Communities protecting small businesses
54:57 "Time of great change" is coming
57:11 How will Bitcoin perform?

Feb 15, 2024 • 5min
Jim Bianco joins Fox Business to discuss Supercore Inflation, Consumer Spending & Gas Prices
Financial analyst Jim Bianco joins Fox Business to discuss the S&P 500, Valentine's Day indicator, Supercore Inflation, Consumer Spending, and Gas Prices. He talks about the influx of money into the market, high margin borrowing, and how the rise in Supercore indicates potential increase in wages and inflation.