Show from 12/22/23

Hosts Jeremy Schwartz and Professor Siegel end the year with a discussion on the Professor's prediction on what markets will do in the new year. The Prof gives his opinion on two strong topics about the Fed. He doesn’t believe there will be any slowing of the market however if it does the Fed is ready. Jim joins in to talk with the Prof about money supply. (15:23) Jeremy continues with Jim as they discuss Bianco Research, the new index his company has created and his outlook for 2024. Jim talks about the TIPS yield and how they’ve changed in the past few years. Jeremy asks Jim about his thesis on inflation being sticky. Jim breaks down how covid affected the Chinese economy. Jim gives his view on bond volatility and what’s depressing equity. Jim gives his thoughts on credits and where he feels the market will head going into the new year.

Guest: Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades-long reputation for objective, incisive commentary that challenges consensus thinking. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets.

Learn more about Jim: https://www.biancoresearch.com/about-us/

Follow Jim on Twitter: @biancoresearch