Talking Data

By Arbor Research & TradingBusiness

Talking Data episodes

November 01, 2023 Talking Data Episode #269: Do Not Expect a Reversion to the QE-Era
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 explains why we should not expect a reversion to the QE-Era.
· Every Quarter – Contraction to Boom
· Housing Holding On
· Are Real Rates Too High?
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].
21 min
October 30, 2023 Exploring Macro Markets: Insights into US and Canadian Economic Trends
10–25-23 Place Your Trades Live Twitter Spaces
Join chigrl this week with Amazing guests: @biancoresearch and @IceCapGlobal to talk all things Macro concerning the US and Canada markets! In this video, we shed light on the key factors driving these economies and offer valuable insights that will help you stay ahead in the ever-changing market landscape. Join us as we unravel the intricate details behind the economic forces shaping both nations.
1 hr 11 min
October 26, 2023 Jim Bianco: A “Unique Optimist’s” Take on Higher Rates, Higher Volatility, & Higher Inflation
Jim Bianco is President and Macro Strategist for Bianco Research, LLC. In this wide-ranging interview, the long-time independent researcher explains why he remains a “unique optimist” even though he believes today’s higher rate, higher volatility, and higher inflation environment isn’t going away. Jim believes the post-COVID economic and market backdrop is completely different than the 2009-2020 era, warning that those who say otherwise have their “anchoring all backwards.” He adds that today’s investors would be best served by investing like their predecessors did in the 1980s and 1990s. Back then we had higher rates, but the economy handled them just fine, and the “Peter Lynch Picking Stocks” approach worked well.
Jim goes on to discuss opportunities, risks, and trends in the stock, currency, and precious metals markets. He explains why recent challenges “set up a GREAT opportunity” in one asset class that has been hit extremely hard in 2022-2023. He discusses how many old-line industries like manufacturing, transportation, and banking/finance will be disrupted in the coming years – and how investors can capitalize. Plus, he gives a sneak peek at what he’ll discuss at the Investment Masters Symposium Sarasota, set for Dec. 4-6, 2023 at the Hyatt Regency Sarasota. Click here to register: https://conferences.moneyshow.com/investment-masters-symposium-sarasota/?scode=061246
17 min
October 25, 2023 Jim Bianco and Harry Melandri discuss all things macro at the MI2 Partners Global Macro Summit
President of Bianco Research, Jim Bianco and MI2 Partners Advisor Harry Melandri discuss all things macro in this conversation filmed at the MI2 Partners Global Macro Summit in Vail on September 28, 2023.
Jim highlights the importance of the labor market in a post-2020 world and all the knock-on effects of the end of the traditional 5-day work day world.
"'Let's remember what the major problem is, it's a cycle shift in preferences and in the way that we view things that's really driving this, not that everything was fine and we just piled on interest rates."
“Rebalance” is a code word for going back to normalizing AKA back to the 2019 cycle of regular 5-day office workday world, a neutral interest rate world. If we’re not, and 2020 marked a cycle change and work from home accelerated things.”

Learn more about Collective at https://www.the-membership.com/
43 min
October 25, 2023 Jim Bianco joins Bloomberg to discuss the Post-Shutdown Economy, Real Yields & the Yield Curve
Jim Bianco joins Bloomberg to discuss the Post-Shutdown Economy, Real Yields & the Yield Curve with Tom Keene, Lisa Abramowicz & Katie Greifeld.
7 min
October 25, 2023 Talking Data Episode #266: Bond Bulls Stay Strong, What Next?
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, rates, and why everyone is still bullish.
· Bond Bullishness is as strong as ever
· Why The Bullishness?
· What Are They Getting Wrong?
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].
21 min
October 24, 2023 Jim Bianco joins Fox Business to discuss Earnings Season, Stock Market Trend, Bitcoin & Bitcoin ETFs
Jim Bianco joins Fox Business to discuss Earnings Season, Stock Market Trend, Bitcoin & Bitcoin ETFs with Charles Payne.
6 min
October 23, 2023 FED Policy Error to Intensify Bond Carnage? with Jim Bianco
Interview recorded - 19th of October 2023
On this episode of the WTFinance podcast I had the pleasure of welcoming on Jim Bianco - President and Macro strategist at Bianco Research.
On this episode we spoke about increasing yields on the long end, the new normal, why this could lead to higher inflation for longer, economic indicators that Jim believes show the new normal, assets to outperform current situation and more. I hope you enjoy!
0:00 - Introduction
1:19 - What is Jim currently watching?
5:14 - Why would a pivot increase yields on the long end?
13:44 - What level will bonds have to be for the FED to intervene?
17:19 - Have economist been caught of guard by the new normal?
22:04 - Current economic indicators to watch?
26:19 - Will fiscal spending remain the same?
29:43 - What assets outperform current scenario?
36:34 - One message to takeaway from our conversation?
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.
Jim appears regularly on CNBC, Bloomberg and Fox Business, and is often featured in the Wall Street Journal, Bloomberg News, Grants Interest Rate Observer, and MarketWatch. Prior to joining Arbor and Bianco Research, Jim was a Market Strategist in equity and fixed income research at UBS Securities and Equity Technical Analyst at First Boston and Shearson Lehman Brothers. He is a Chartered Market Technician (CMT) and a member of the Market Technicians Association (MTA). Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).
40 min
October 10, 2023 Jim Bianco & Keith McCullough: Hedgeye Investing Summit
This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.
50 min
October 10, 2023 Jim Bianco joins Bloomberg to discuss the Bond Market, Fed Hikes/Cuts & Oil Prices
Jim Bianco joins Bloomberg to discuss the Bond Market, Fed Hikes/Cuts & Oil Prices with Jonathan Ferro & Michael Contopoulos.
10 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.