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Talking Data

Arbor Research & Trading

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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 ...
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A podcast devoted to the proper care and upkeep of tarantulas and other inverts. After keeping a G. porteri for over 16 years, I decided that I wanted to add another tarantula to my collection. Several years later, I now keep over 100 specimens and 90+ different species. It’s safe to say that I am now completely addicted to the hobby.I’m NOT an expert, and I’m currently still learning about keeping these fascinating creatures. In fact, there are so many species, that I suspect that I’ll stil ...
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First, we'll discuss some listener comments from last week's episode. Then, we've all been there. You're at work or having company over, and suddenly you find yourself giving an impromptu presentation about tarantulas to folks who may be terrified of them. Or, perhaps you're someone who is planning to present about spiders at a school or library. I…
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Jim Bianco joins Bloomberg Radio to discuss why the Fed shouldn’t be cutting rates soon, higher neutral rates, the rotation to small caps, the election year effects on the Fed and the stock market, and why stocks are taking cues from interest rates with Tom Keene & Paul Sweeney.
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Why are stocks up but crypto’s not? What happened to the bull market?Jim Bianco is the perfect guest to intersect crypto, traditional finance and the broader macro world. And that’s exactly why we brought him on the show today. We ask him:- Are tech stocks in an AI bubble?- Is crypto going to have its moment?- How’s the U.S economy really doing?- W…
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Q2 Investor Letter: The Market vs the Fed https://www.biancoadvisors.com/q2-investor-letter-the-market-vs-the-fed/ 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 Rese…
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Recently, I did a podcast about some of my terrestrial spiders that appreciated room to dig as adults. Since then, I've received questions about fossorial spiders that seem to want to live terrestrially, and even arboreal spiders that prefer to burrow a bit. Is this behavior cause for worry? In this episode, I'll break down why it is not and explai…
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May PCE data is to be released on Friday. Jim Bianco discusses this saying that PCE data shouldn’t move the market too much. He talks about how he would pay attention to the University of Michigan Inflation Expectation which will be on Friday as well. He goes over next steps for the Fed, highlighting that this is as good as inflation is going to ge…
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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 will share his thoughts on CPI and th…
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When setting up a tarantula habitat, there are usually four main "ingredients": substrate, a hide, a water dish, and plants. However, when putting plants in an enclosure, is it better to use real or fake plants? In this episode, I break down the pros and cons of both types. For those interested in check out my story in the Horror Over the Handlebar…
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Jim Bianco joins to discuss inflation, rising interest rates, and the concentrated tech rally, providing critical perspectives on managing investment risks in a volatile market.Jim Bianco, President and Macro Strategist of Bianco Research, joins James Connor to discuss the unprecedented challenges facing today's markets. With inflation rates sticki…
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Jim Bianco’s conclusions from today’s Fed meeting:- “get used to 3-4% inflation & 4-5% interest rates”- no signs of U.S. recession… the theory that the actual labor market is weaker than official payrolls is WRONG (Powell referenced this theory today)- with stock market at all-time highs, it’s clear that the Fed hasn’t broken anything yet - much mo…
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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 his thoughts on the stateof…
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For years, tarantulas designated as "terrestrial" were given a couple inches of substrate and a hide for a setup. Now, although this isn't necessarily wrong, I've found that many of my so-called "terrestrial" species will continue to burrow right on through adulthood if given the substrate depth to do so. In this episode, I'll discuss how I'm chang…
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Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss: • Interest, Inflation Rates & Bond Yields • Fed Rate Hikes and The Economy’s Strength • Economic Crisis & Budget Deficits • Oil Demand & Supply, With Focus on China • Gold Prices & Asian Markets • US Election & The Stock Market…
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Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco Timestamps: 0:00 - Intro3:15 - Commodities Supercycle6:56 - Goods Inflation8:47 - AI as a Deflationary Technology13:10 - Fed Minutes Review14:58 - Are Rates Restrictive?18:39 - National Debt/Neutral Rates/GDP26:37 - Does the Curve Steepen out?28:36 -…
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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 Ad…
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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…
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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…
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If someone would have told me back in early 2018 that this podcast experiment would continue for over 300 episodes, I would have laughed. But here we are, in our seventh year, still churning out shows. That said, I always worry that the program will eventually jump the shark and overstay its welcome. To kick this one off, we’ll discuss the fine lin…
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Ditch the suit and tie, it's time to head to Miami with Bobby and Jim! Buckle up for a special edition of Traders Edge, recorded at the Money Show in Miami. Buckle up for some high speed financial wisdom from special guests Jim Bianco, Tracy Shuchart, and Mitch Roschelle!https://hub.tradier.com/Jim Bianco: @biancoresearchTracy Shuchart: @chigrlMitc…
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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-d…
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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 Res…
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