In this episode, we have the pleasure of hosting James A. Bianco, Founder of Bianco Research Advisors. Bianco shares his insights on a wide range of topics, from his macroeconomic framework to the impact of inflation on the global economy. This conversation also delves into the implications of the current political and military climate outside the U.S. and the workings of the Bianco Total Return Index.

Topics Discussed

• A brief introduction to James A. Bianco's career trajectory and the establishment of Bianco Research Advisors

• Understanding Bianco's macroeconomic framework, including his approach to analyzing the macro space and the key indicators he focuses on

• An in-depth discussion on inflation, its current state, and its potential

implications on the global economy

• Exploring the role of the Federal Reserve in managing inflation expectations and the potential risks associated with their strategies

• A look at the current political and military landscape outside the U.S., and its potential impact on the global economy

• Discussion on the potential impact of shipping disruptions in the Red Sea on the global supply chain and inflation

• Insights into the bond market, including the potential impact of higher

interest rates on the equity market

• An exploration of the Treasury Borrowing Advisory Committee's role in advising the Treasury on bond and note issuance

• A discussion on the potential signals for a hard economic landing or recession, and what could indicate a stronger economy than anticipated

• An introduction to the Bianco Total Return Index and a discussion on the future of actively managed ETFs in the equity market

This episode is a must-listen for anyone interested in macroeconomics, inflation, and the global economy. Bianco's insights provide a comprehensive understanding of the current economic landscape and offer valuable strategies for navigating potential future scenarios.

This is “ReSolve Riffs” – published on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick, and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.