Talking Data

By Arbor Research & TradingBusiness

Talking Data episodes

January 17, 2024 Jim Bianco joins Fox Business to discuss Interest Rates, Geopolitical Conflicts & Economic Data
Jim Bianco joins Fox Business to discuss Soft Landing vs No Landing, Interest Rates, the Impact of Geopolitical Conflicts on Markets & Rethinking Economic Data with Charles Payne.
7 min
January 09, 2024 Why The 10-Year Treasury Yield Could Surge To 5.5% And What It Means For Stocks | Jim Bianco
Jim Bianco, president of Bianco Research, returns to The Julia La Roche to share his macroeconomic outlook, his call for 5.5% on the 10-year Treasury, impact on the stock market, inflation, the US debt situation, and the approval of a Bitcoin spot ETF.
Links:
BiancoResearch.com
BiancoAdvisors.com
twitter.com/BiancoResearch
Timestamps
00:00 Introduction and macro outlook
03:07 Call for 5.5% 10-year Treasury and impact on the stock market
6:12 The pathway to 5.5%
8:08 The Fed's response to inflation
11:26 Soft Landing vs. No Landing
15:40 Implications of 5.5% on the 10-year
21:40 Why can’t we get to 2%?
28:38 Biggest worry with 5.5% on the 10-year
31:16 US debt crosses $34T
36:35 Bitcoin Spot ETF
44:40 Closing remarks
46:50 Consensus forecasts have been wrong
49 min
January 09, 2024 Economic Shakeup: Bianco's Bold Bond & Bitcoin Predictions For 2024
In this eye-opening episode of Wealthion, host James Connor sits down with Jim Bianco, President and Macro Strategist of Bianco Research (@BiancoResearch) for an insightful discussion on the 2024 economic outlook. Bianco shares his bold predictions and the rationale behind them. From the movement of the 10-year bond to an astonishing 160% rise in Bitcoin, Bianco’s views are not only thought-provoking but also potentially game-changing for investors.
TIMESTAMPS:
00:00 - Introduction
03:16 - Bond Market Insights
07:17 - Inflation and Economy
09:43 - Remote Work Impact
21:37 - Fed's Inflation Theory
28:44 - Interest Rates Discussion
29:32 - Fed Rate Cuts Forecast
34:30 - November Bond Surge
37:56 - Stock Market Outlook
38:29 - Bitcoin and Cryptocurrencies
55 min
January 08, 2024 Jim Bianco Introduces the Bianco Research Fixed Income Total Return Index & ETF $WTBN
Index Website
https://biancoadvisors.com
ETF Prospectus
https://connect.rightprospectus.com/wisdomtree/TADF/947/11?isInternalTAID=True
10 min
January 08, 2024 Jim Bianco joins Bloomberg to discuss Interest Rates, Inflation & the Change in the Nature of Work
Jim Bianco joins Bloomberg Surveillance to discuss Interest Rates, Inflation & the Change in the Nature of Work with Jonathan Ferro, Tom Keene & Lisa Abramowicz.
8 min
January 05, 2024 Jim Bianco joins Fox Business to discuss Bitcoin Spot ETF Approval, Jobs Market & the Bond Market
Jim Bianco joins Fox Business to discuss Bitcoin Spot ETF Approval, Jobs Market & the Bond Market with Charles Payne.
4 min
January 03, 2024 Jim Bianco joins CNBC to give his take on Fed Rate Cuts, Bond Yields & Sticky Inflation
Jim Bianco joins CNBC to give his take on Fed Rate Cuts, Bond Yields & Sticky Inflation with Melissa Lee and the Fast Money Cast.
7 min
January 03, 2024 On the Margin Podcast: Jim Bianco's Big Predictions For 2024
This week, Jim Bianco Founder of Bianco Research joins the show for a wide ranging discussion into macro, crypto & what investors should expect in 2024.
We discuss how to adjust to the end of the 40 year bond bull market, whether the Bitcoin ETF is a positive or negative for the permissionless ethos of crypto & Jim's outlook for the year ahead. To hear all this & more, you'll have to tune in!
Timestamps:
00:00 Introduction
01:08 Reflecting On 2023
03:04 DAS London Plug
04:22 The End Of The 40 Year Bond Bull Market
11:44 Inflation & Real Rates In 2023
15:32 Jim's Outlook For 2024
27:28 Blockworks Research Ad
28:15 The Bitcoin ETF
52:19 Final Thoughts
1 hr
January 02, 2024 Jim Bianco: Good, Better, & Not-So-Good News About Higher Rates and the Return to “Normal”
Jim Bianco is President and Macro Strategist for Bianco Research, LLC. In this interview – recorded from the floor of our MoneyShow Investment Masters Symposium Sarasota – he outlines the good news...the better news...and the “not so good” news about higher interest rates. The long-time financial markets and policy expert explains that investors, governments, companies, borrowers, and retirees will all see different impacts from this new “normal” environment. In his view, it’s not a “doom and gloom” world – even as there will be some clear winners and losers from a return to 2% “real” rates and 5%-6% nominal ones. Jim goes on to discuss the other ways the economic backdrop has changed, including the newfound power labor has relative to company managements.
He then pivots to the market and investment implications of these long-term, big-picture shifts. Among them: The “Index Era” will gradually fade, while active management and quality stock picking will prove increasingly rewarding. Stated another way, the markets might generate “milquetoast” returns. But investors willing to put in the work and identify key winners in sectors like technology or energy could generate much stronger ones.
Don’t forget to check out our 2024 MoneyShow/TradersEXPO Las Vegas, set for Feb. 21-23, 2024, at the Paris Las Vegas. You can get the very latest insights from experts like Jim there. Click here to register: https://conferences.moneyshow.com/mon...
11 min
January 02, 2024 Jim Bianco joins Bloomberg to discuss the Bond Market, Type of Landing & Path of Inflation in 2024
Jim Bianco joins Bloomberg to discuss the Bond Market, Type of Landing & Path of Inflation in 2024 with Jonathan Ferro & Sameer Samana.
20 min

About Talking Data

From the publisher's feed

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.