Best Arbor Research Podcasts (2024)

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Talking Data Episode #298: Thoughts on CPI and the Fed Meeting 20:40

1d ago20:40

20:40

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…

1
Anthony Hobday: Interface Designer 1:04:48

3d ago1:04:48

1:04:48

Anthony is a user interface designer. He is a self-taught expert on visual design and interaction design. He is also a teacher and explorer in the world of design, through his many side projects, including but not limited to more than 50 articles and 6 books. Anthony has created so many of these resources, that I believe you can actually dive into …

1
Why the $35 Trillion Federal Debt Could Wreck the Economy | Jim Bianco 49:11

6d ago49:11

49:11

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…

1
Get Used to 4% Inflation and 4 5% Interest Rates, Says Jim Bianco 1:08:16

7d ago1:08:16

1:08:16

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…

1
Talking Data Episode #297: The State of the US Deficit 20:05

15d ago20:05

20:05

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…

1
Jim Bianco on Private Credit, Market Concentration, Yield-Stock Relationship & Corporate Buybacks 6:14

16d ago6:14

6:14

Jim Bianco joins Fox Business to discuss Private Credit, Stock Market Concentration, Bond Yield-Stock Relationship & Corporate Buybacks with Charles Payne.

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MacroVoices #430 Jim Bianco Rate Hike On Deck 48:17

21d ago48:17

48:17

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…

1
Jim Bianco joins Fox Business to discuss the Concentration/Performance of the Market, Fed Rate Cuts 7:03

27d ago7:03

7:03

Jim Bianco joins Fox Business to discuss the Concentration & Performance of the Market, along with potential Fed Rate Cuts with Charles Payne.

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Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco 55:22

28d ago55:22

55:22

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 -…

1
Rates, NVIDIA & Crypto: Jim Bianco's Takes 34:01

29d ago34:01

34:01

Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss the ongoing rally in equities and crypto, why Nvidia earnings are as important as CPI and payroll numbers, where rates are heading, and what's driving the spike in crypto.

1
Jim Bianco discusses positioning of the WisdomTree Bianco Total Return Fund on TD Ameritrade 1:59

1M ago1:59

1:59

Jim Bianco discusses positioning of the WisdomTree Bianco Total Return Fund on TD Ameritrade with Oliver Renick.For more information on the fund: https://www.wisdomtree.com/investments/etfs/fixed-income/wtbn

1
Jim Bianco on Positive Signs in Treasuries 12:37

1M ago12:37

12:37

Bianco Total Return ETF is up 2% this month. Jim Bianco discusses the outlook for treasury markets, as well as positive signs in treasuries. He also looks at the Yearly Federal spending as a percentage of nominal GDP. Tune in to find out more about the stock market today.

1
Jim Bianco on Economic Data Sentiment, Market Reaction After the First Rate Cut & the Bond Market 5:51

1M ago5:51

5:51

Jim Bianco joins Fox Business to discuss Economic Data Sentiment, Market Reaction After the First Rate Cut & the Bond Market with Charles Payne.

1
Jim Bianco joins CNBC to recap the CPI Report, the Stock Market's Reaction & the 2% Inflation Target 3:21

1M ago3:21

3:21

Jim Bianco recaps the CPI Report, the Equity Market's Reaction & the 2% Inflation Target on CNBC's "The Bond Report" with Rick Santelli.

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Ted Oakley - Oxbow Advisors - Interview Series 2024 - Jim Bianco - May 13, 2024 43:36

1M ago43:36

43:36

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…

1
Jim Bianco joins Bloomberg Radio to discuss the Last Mile of Inflation, Rate Cuts & the Bond Market 10:09

1M ago10:09

10:09

Jim Bianco joins Bloomberg Radio to discuss the Last Mile of Inflation, Rate Cuts & the Bond Market with Tom Keene & Paul Sweeney.

1
Jim Bianco joins Bloomberg to discuss the Bond Market, Rate Cut Timing & the Post-Lockdown Economy 37:04

1M ago37:04

37:04

Jim Bianco joins Bloomberg to discuss the Bond Market, Rate Cut Timing & the Post-Lockdown Economy with Jonathan Ferro & Dani Burger.

1
Jim Bianco joins Fox Business to discuss Fed Rate Cut Timing, the Bond Market & Shelter Inflation 7:57

1M ago7:57

7:57

Jim Bianco joins Fox Business to discuss Fed Rate Cut Timing, the Bond Market & Shelter Inflation with Charles Payne & Joseph Wang.

1
Talking Data Episode #295: Thoughts on the Fed and QRA 9:25

1M ago9:25

9:25

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…

1
Jim Bianco joins CNBC to discuss the Job Market, ISM Services Data, Fed Speak/Timing & Stagflation 3:37

2M ago3:37

3:37

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

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If I’m Right On The 10-Year Yield, Watch How Bearish Everyone’s Going To Be | Jim Bianco 37:14

2M ago37:14

37:14

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…

1
Real Vision Daily Briefing #1024 - Has the Fed Lost Its Way? with Jim Bianco 39:30

2M ago39:30

39:30

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.

1
Jim Bianco joins CNBC to discuss the BOJ Yen Intervention, US Bond Market & Next Week’s Fed Meeting 4:02

2M ago4:02

4:02

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.

1
Jim Bianco joins Bloomberg to discuss Economic Data, the Timing of Fed Rate Cuts & the Bond Market 7:38

2M ago7:38

7:38

Jim Bianco joins Bloomberg to discuss Economic Data, the Timing of Fed Rate Cuts and the Bond Market with Sonali Basak.

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Traders Edge Ep 38 | MoneyShow Edition With Jim Bianco, Tracy Shuchart & Mitch Roschelle | 4.24.24 37:10

2M ago37:10

37:10

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…

1
Talking Data Episode #294: Bonds’ Year-to-Date Performance 14:50

2M ago14:50

14:50

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…

1
Economic MURDER Needs To Happen, GOLD Price Puzzle | Jim Bianco 54:27

2M ago54:27

54:27

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…

1
Jim Bianco joins Fox Business to discuss “No Landing,” Inflation & the Federal Reserve 4:17

2M ago4:17

4:17

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

1
Jim Bianco joins Schwab Network to discuss the Stock & Bond Market, the Federal Reserve & Bitcoin 12:41

2M ago12:41

12:41

Jim Bianco joins Schwab Network to discuss the Stock & Bond Market, the Federal Reserve & Bitcoin with Oliver Renick.

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Talking Data Episode #293: The Big Picture on Inflation and the Economy 22:37

2M ago22:37

22:37

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 discuss the big picture on inflation a…

1
Financial Sense Newshour: Inflation Up Across the Board, US Spending in Panic Mode 37:50

2M ago37:50

37:50

Financial Sense Newshour engages in an insightful conversation with Jim Bianco regarding US spending, his longer-term view on inflation, interest rates moving higher, and more. Jim highlights that the US government's current expenditure amounts to approximately 6.5% of GDP annually, a level typically associated with a significant recession or finan…

1
Jim Bianco: What will BREAK the ECONOMY? | EP.14 1:19:33

2M ago1:19:33

1:19:33

In this episode of the Macroscopic Podcast, Alexej hosts Jim Bianco, a seasoned expert in the financial markets and the President of Bianco Research. Jim shares his profound insights on the dynamics of the U.S. economy, emphasizing the significant changes in labor and consumption patterns post-pandemic. Jim also explores the potential of cryptocurr…

1
Jim Bianco joins Making Money with Charles Payne from MoneyShow's 2024 Investment Masters Symposium 6:01

2M ago6:01

6:01

Jim Bianco discusses the Re-Thinking of Fed Cuts and the Path of Inflation, Geopolitical Concerns, the start of Earnings Season, Consumer Sentiment & Fed Speak with Charles Payne from MoneyShow's 2024 Investment Masters Symposium.

1
Jim Bianco joins the 2024 Hedgeye Investing Summit 48:04

2M ago48:04

48:04

Jim Bianco joins the 2024 Hedgeye Investing Summit hosted by Hedgeye Founder Keith McCullough.

1
Alex McDowell: World Builder 59:23

2M ago59:23

59:23

Alex is the production designer for Fight Club, Minority Report, The Crow, Watchmen, The Terminal, and Man of Steel Visit: https://designdisciplin.com/alex-mcdowell Get full access to Design Discipline at www.designdisciplin.com/subscribeBy M.A. Baytaş and Alex McDowell

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Managing a Portfolio in a Higher Rate Environment | Masters in Business: At The Money 17:02

2M ago17:02

17:02

Interest rates have increased by over 500 basis points over the past 24 months. It is a new interest rate regime, and TINA is no more. Investors should be considering capturing some of that yield in their portfolios. Jim Bianco, President and macro strategist at Bianco Research, L.L.C., speaks with Barry Ritholtz about the alternatives to equity th…

1
Jim Bianco joins Fox Business to discuss Why Interest Rates Matter, No Landing & Higher Bond Yields 6:16

3M ago6:16

6:16

Jim Bianco joins Fox Business to discuss why interest rates matter, recent economic data supporting the "No Landing" scenario & the impact of higher bond yields on the stock market with Charles Payne.

1
Does the Bitcoin ETF Have A Downside? With Jim Bianco 47:31

3M ago47:31

47:31

The Bitcoin spot ETF has been the biggest narrative driver (and financial driver) in the Bitcoin space this year, but are there some hidden downsides? NLW explores this question with macro analysts (and Bitcoin and crypto bull) Jim Bianco.

1
Talking Data Episode #292: Observable Yields 21:04

3M ago21:04

21:04

Welcome to the latest edition of Talking Data. OurTalking 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 managing fixed income in a w…

1
Jim Bianco joins Fox Business to discuss "No Landing," Post-Lockdown Economy & the Neutral Rate 7:05

3M ago7:05

7:05

Jim Bianco joins Fox Business to discuss "No Landing," Post-Lockdown Economy & the Neutral Rate with Charles Payne.

1
Talking Data Episode #290: The U.S. Stands Alone 19:05

3M ago19:05

19:05

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 how the economy changed aft…

1
Jim Bianco joins Bloomberg to discuss the Bond Market, Inflation & Liquidity 4:38

3M ago4:38

4:38

Jim Bianco joins Bloomberg to discuss the Bond Market, Inflation & Liquidity with Jonathan Ferro & Lisa Abramowicz.

1
Jim Bianco joins Fox Business to discuss today's FOMC Meeting, No Landing & the Bond Market 4:40

3M ago4:40

4:40

Jim Bianco joins Fox Business to discuss today's FOMC Meeting, No Landing & the Bond Market with Charles Payne.

1
Fed may not cut rates at all this year, according to market forecaster Jim Bianco 3:52

3M ago3:52

3:52

Jim Bianco, Bianco Research president, joins 'Fast Money' to discuss what's ahead for the Federal Reserve, the impact of elevated rates on bond yields, the state of the U.S. economy and more.

1
Real Vision Daily Briefing #995 - Is a June Rate Cut off the Table? | With Jim Bianco 32:18

3M ago32:18

32:18

Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss the market’s reaction to the inflation data this week, the action in bond markets, the likelihood of rate cuts this year, the recent breakout in oil, and the forces driving bitcoin's pullback.

1
Another FED Error As Powell Won't Cut Rates? with Jim Bianco 48:27

3M ago48:27

48:27

On this episode of the WTFinance podcast I had the pleasure to welcome back Jim Bianco. Jim Bianco is President and Index Manager at Bianco Advisors. He is also the President of @BiancoResearch. During our conversation we covered an array of topics, including Jim's outlook on the economy, what actions Powell is likely to take, why the economy is st…

1
Bengi Turgan: Co-CEO of ATÖLYE 1:16:12

3M ago1:16:12

1:16:12

Bengi is the co-CEO of ATÖLYE and formerly studio director and head of creative innovation and design at Deloitte Digital Visit: http://designdisciplin.com/bengi-turgan Get full access to Design Discipline at www.designdisciplin.com/subscribeBy M.A. Baytaş

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On The Margin: Who Is Buying The Bitcoin ETFs? | Eric Balchunas & Jim Bianco 1:23:58

3M ago1:23:58

1:23:58

On today's episode Eric Balchunas & Jim Bianco join the show for a debate on the Bitcoin ETF impact. We discuss who is actually buying ETFs, whether Bitcoin ETF investors are passive flows vs hot money & does the ETF represent failure from the original promise of Bitcoin. Follow Eric: https://twitter.com/EricBalchunas Follow Jim: https://twitter.co…

1
Talking Data Episode #289: What Does It Mean That the Stock Market Is Down to the Fabulous Four? 16:17

3M ago16:17

16:17

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 Fabulous Four and the e…