Talking Data

By Arbor Research & TradingBusiness

Talking Data episodes

December 04, 2023 Grant’s Current Yield Podcast: Murder By Higher Rates featuring Jim Bianco
Jim Bianco, president and macro strategist at Bianco Research, joins Jim Grant and Evan Lorenz on our podcast, Grant's Current Yield, to discuss interest rates and the new bear market in bonds.
41 min
November 30, 2023 Jim Bianco joins CNBC to discuss the Current State of the Bond Market
Jim Bianco joins CNBC to discuss the Current State of the Bond Market with the CNBC Fast Money Cast.
6 min
November 27, 2023 Jim Bianco discusses External Forces on the Economy, Rate Hikes/Cuts in 2024, Impact of Interest Rates
Jim Bianco discusses External Forces on the Economy, Rate Hikes/Cuts in 2024, Impact of Interest Rates with Charles Payne on Fox Business.
6 min
November 16, 2023 Jim Bianco on "The Biggest Economic Event of Our Lifetime" & The End of the 40-Year Bond Bull Market
Subscribe to The Meb Faber Show podcast on your favorite platform so you never miss an episode! https://pod.link/1128955736
Today’s guest today is Jim Bianco, President and Macro Strategist at Bianco Research and one of my favorite macro minds around.
In today’s episode, Jim holds absolutely nothing back. He shares why 2020 was the biggest economic event of our lifetime, why the 40-year bond bull market is dead, and why energy is going to be weaponized going forward. We also touch on the recent labor strikes, the impact of remote work, and why it may be time for active management in both stocks and bonds going forward.
To see links or read the transcript of the episode, visit us at:
https://mebfaber.com/2023/11/15/jim-b...
1 hr 21 min
November 16, 2023 Jim Bianco joins Bloomberg to discuss Consumer Spending, Growth Forecasts, Interest Rates Post QE
Jim Bianco joins Bloomberg to discuss Consumer Spending, Growth Forecasts, Interest Rates Post QE, Bond Market Fair Value & the Chinese Recovery with Francine Lacqua.
8 min
November 16, 2023 Talking Data Episode #273: Short Squeeze or New Bond Rally?
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 big drop in yields after last week’s refunding announcement.
· Why look at TLT?
· What are volume and flows telling us?
· How about the options market?
· What does it all mean?
Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
15 min
November 13, 2023 Currencies From Digital to Physical ft. Jim Bianco & Ram Ahluwalia
From the fate of the yen to the impact of a potential Bitcoin ETF, get ready for a deep exploration of currencies.
Jim Bianco, president of Bianco Research, and Ram Ahluwalia, co-founder, CEO, and Co-CIO of Lumida, discuss the potential ramifications of an approved Bitcoin ETF.
11 min
November 10, 2023 Jim Bianco discussing Inflation Expectations, Interest Rates vs Earnings Reports & The Magnificent 7
Jim Bianco joins fox Business to discuss Inflation Expectations, Possible Future Rate Hikes, Interest Rates vs Earnings Reports & The Magnificent 7 with Charles Payne.
7 min
November 06, 2023 Jim Bianco discusses the bond markets reaction to the October jobs report
Jim Bianco discusses the bond markets reaction to the October jobs report. He breaks down the October employment report. He also goes over how he thinks the economy is doing pretty well and noting that inflation has hit its bottom already. He then outlines how the Fed will react to the October jobs report. Tune in to find out more about the stock market today.
9 min
November 01, 2023 Jim Bianco joins Fox Business to discuss Inflation, the Bond Market & Post-Pandemic Debt Dynamics
Jim Bianco joins Fox Business to discuss Inflation, the Bond Market & Post-Pandemic Debt Dynamics with Charles Payne.
6 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.