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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Jim Bianco joins Fox Business to discuss Soft vs No Landing, Employment Data & the Market Rotation
4:01
4:01
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Jim Bianco joins Fox Business to discuss the difference between a Soft and No Landing, various employment data & the current stock market rotation with Charles Payne.
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Talking Data Episode #303: Is the Economy Surging Again?
10:53
10:53
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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 answers the question, is the economy …
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Jim Bianco on US Spending, Slowdown Risks, and Bottoming Inflation
34:44
34:44
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After this week's market wrap-up, Financial Sense Newshour interviews Jim Bianco of Bianco Research for his latest insights on the US economy and markets. Jim discusses how the US is spending approximately $6 trillion annually—levels usually observed during major recessions or financial crises—and how this spending is averting a widespread recessio…
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Jim Bianco joins Fox Business to discuss Election Betting Odds, the Trump/Powell Trade & Small Caps
4:46
4:46
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Jim Bianco joins Fox Business to discuss Election Betting Odds, the Trump/Powell Trade & the Rotation into Small Caps with Charles Payne.
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Jim Bianco joins Bloomberg Surveillance to discuss the Trump & Powell Trade
4:56
4:56
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Jim Bianco joins Bloomberg Surveillance to discuss the Trump & Powell Trade with Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.
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Jim Bianco joins Bloomberg Radio to explain why the Fed shouldn’t be cutting rates soon
7:18
7:18
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7:18
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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Jim Bianco joins Fox Business to discuss Election Betting Odds, Wall Street Adjustments & Bitcoin
6:32
6:32
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Jim Bianco joins Fox Business to discuss Election Betting Odds, Wall Street Adjustments due to the Election & Bitcoin/Crypto Markets Response with Charles Payne.
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Jim Bianco: Here's Why Tech Stocks Are OUTPERFORMING Crypto!
1:34:20
1:34:20
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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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Jim Bianco on the market impact of the attempted Trump assassination, the Election & the Economy
4:41
4:41
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Jim Bianco on the market impact of the attempted Trump assassination, the Election & the Economy
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Jim Bianco on CNBC explaining why the Fed should hold rates & there could be higher yields to come
5:22
5:22
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There should be zero rate cuts this year, says Jim Bianco. However, he suspects the Fed will probably cut rates in September.He also gives his take on what to expect from markets next week.
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Talking Data Episode #302: The Market vs the Fed
22:58
22:58
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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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Jim Bianco on Fox Business discussing the 2024 U.S. Election, U.S. Government Spending & Immigration
5:20
5:20
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Jim Bianco joins Fox Business to discuss the 2024 U.S. Presidential Election & Betting Markets, U.S. Government Spending & Immigration with Charles Payne.
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Jim Bianco on Fox Business discussing the Yen & U.S. Bond Yields, Psychological Toll of Inflation
4:37
4:37
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Jim Bianco joins Fox Business to discuss the relationship between Japanese Yen Intervention & U.S. Bond Yields, along with the Psychological Toll of Inflation with Charles Payne.
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CryptoSlate Bitcoin ETF Debate Between James Van Straten & Jim Bianco
50:08
50:08
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CryptoSlate Bitcoin ETF Debate Between James Van Straten & Jim Bianco
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This is as Good as Inflation is Going to Get
9:15
9:15
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9:15
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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Talking Data Episode #298: Thoughts on CPI and the Fed Meeting
20:40
20:40
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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…
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Why the $35 Trillion Federal Debt Could Wreck the Economy | Jim Bianco
49:11
49:11
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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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Get Used to 4% Inflation and 4 5% Interest Rates, Says Jim Bianco
1:08:16
1:08:16
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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…
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Talking Data Episode #297: The State of the US Deficit
20:05
20:05
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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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Jim Bianco on Private Credit, Market Concentration, Yield-Stock Relationship & Corporate Buybacks
6:14
6:14
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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
48:17
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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…
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Jim Bianco joins Fox Business to discuss the Concentration/Performance of the Market, Fed Rate Cuts
7:03
7:03
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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
55:22
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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 -…
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Rates, NVIDIA & Crypto: Jim Bianco's Takes
34:01
34:01
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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.
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Jim Bianco discusses positioning of the WisdomTree Bianco Total Return Fund on TD Ameritrade
1:59
1:59
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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
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Jim Bianco on Positive Signs in Treasuries
12:37
12:37
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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.
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Jim Bianco on Economic Data Sentiment, Market Reaction After the First Rate Cut & the Bond Market
5:51
5:51
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Jim Bianco joins Fox Business to discuss Economic Data Sentiment, Market Reaction After the First Rate Cut & the Bond Market with Charles Payne.
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Jim Bianco joins CNBC to recap the CPI Report, the Stock Market's Reaction & the 2% Inflation Target
3:21
3:21
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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
43:36
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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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Jim Bianco joins Bloomberg Radio to discuss the Last Mile of Inflation, Rate Cuts & the Bond Market
10:09
10:09
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10:09
Jim Bianco joins Bloomberg Radio to discuss the Last Mile of Inflation, Rate Cuts & the Bond Market with Tom Keene & Paul Sweeney.
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Jim Bianco joins Bloomberg to discuss the Bond Market, Rate Cut Timing & the Post-Lockdown Economy
37:04
37:04
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37:04
Jim Bianco joins Bloomberg to discuss the Bond Market, Rate Cut Timing & the Post-Lockdown Economy with Jonathan Ferro & Dani Burger.
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Jim Bianco joins Fox Business to discuss Fed Rate Cut Timing, the Bond Market & Shelter Inflation
7:57
7:57
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Jim Bianco joins Fox Business to discuss Fed Rate Cut Timing, the Bond Market & Shelter Inflation with Charles Payne & Joseph Wang.
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Talking Data Episode #295: Thoughts on the Fed and QRA
9:25
9:25
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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…
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Jim Bianco joins CNBC to discuss the Job Market, ISM Services Data, Fed Speak/Timing & Stagflation
3:37
3:37
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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
37:14
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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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Real Vision Daily Briefing #1024 - Has the Fed Lost Its Way? with Jim Bianco
39:30
39:30
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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.
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Jim Bianco joins CNBC to discuss the BOJ Yen Intervention, US Bond Market & Next Week’s Fed Meeting
4:02
4:02
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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.
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Jim Bianco joins Bloomberg to discuss Economic Data, the Timing of Fed Rate Cuts & the Bond Market
7:38
7:38
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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
37:10
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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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Talking Data Episode #294: Bonds’ Year-to-Date Performance
14:50
14:50
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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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Economic MURDER Needs To Happen, GOLD Price Puzzle | Jim Bianco
54:27
54:27
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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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Jim Bianco joins Fox Business to discuss “No Landing,” Inflation & the Federal Reserve
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4:17
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Jim Bianco joins Fox Business to discuss “No Landing,” Inflation & the Federal Reserve with Charles Payne.
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Jim Bianco joins Schwab Network to discuss the Stock & Bond Market, the Federal Reserve & Bitcoin
12:41
12:41
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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
22:37
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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…
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Financial Sense Newshour: Inflation Up Across the Board, US Spending in Panic Mode
37:50
37:50
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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…
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Jim Bianco: What will BREAK the ECONOMY? | EP.14
1:19:33
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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…
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Jim Bianco joins Making Money with Charles Payne from MoneyShow's 2024 Investment Masters Symposium
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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.
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Jim Bianco joins the 2024 Hedgeye Investing Summit
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48:04
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Jim Bianco joins the 2024 Hedgeye Investing Summit hosted by Hedgeye Founder Keith McCullough.
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Managing a Portfolio in a Higher Rate Environment | Masters in Business: At The Money
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17:02
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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…
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Jim Bianco joins Fox Business to discuss Why Interest Rates Matter, No Landing & Higher Bond Yields
6:16
6:16
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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.
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