Talking Data

Talking Data

By Arbor Research & TradingBusiness
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Talking Data episodes

  • Julian Brigden joins Jim Bianco to chat through markets and provide exciting details about their upcoming Global Macro Summit

    Julian Brigden, Co-founder & President of MI2 Partners, joins Jim Bianco to chat through markets and provide exciting details about their upcoming Global Macro Summit from Sept 26th - 29th in beautiful Vail, CO.


    The Global Macro Summit will be the first macro event of its kind, designed to deepen your understanding of current and projected market dynamics.


    They have a fantastic lineup of speakers with some of the best macro minds out there that MI2 Partners relies on to guide their decision-making. These global experts will share what it takes to navigate global headwinds and thrive in an increasingly volatile landscape. You'll have the chance to explore and dissect specific themes and trends in panel discussions and intimate breakout sessions with these sought-after experts.


    You'll also spend time in the beautiful Vail Valley during one of the most stunning seasons and choose from various local excursions to experience with speakers. Or bring a plus one to enjoy together!

     

    More about the venue, speakers, and VIP experiences are provided via the link below. Please note: Early Bird Pricing ends July 15th. Save $500 on your ticket before it's too late!

    https://mi2partners.com/global-macro-summit-early-bird-registration/

    59 min
  • #234: Is Inflation Bottoming in June?

    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 answers the question, is inflation bottoming in June?

    •What is the Base Effect, and what does it say about Headline Inflation?

    •How about Core Inflation?
    •How will the Fed react to this?


    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].

    10 min
  • #231: Is the Easy Disinflation… Over?

    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 Sam Rines of Arbor Data Science.


    Today Sam answers the question, is the easy disinflation over?

    •Underlying Price Pressure Continues

    •Grocery Prices Remain Elevated

    •The Housing Conundrum


    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].

    12 min
  • #230: Is a Liquidity Squeeze Coming?

    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 will answer the question if we will get a liquidity squeeze.

    •Can funds be outside of the financial system?

    •What is the size of the drain?

    •What can offset it?


    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].

    16 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.

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