Talking Data

By Arbor Research & TradingBusiness

Talking Data episodes

January 30, 2023 Jim Bianco joins Bloomberg to discuss this week's FOMC Meeting, Market Conditions in the US & Europe
Jim Bianco joins Bloomberg TV to discuss this week's FOMC Meeting, Market Conditions in the US & Europe with Jonathan Ferro & George Goncalves.
20 min
January 30, 2023 #205: Taking the Electives
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 discusses the lingering effects of the pandemic as they show up in overlooked places.
• Healthcare Sector: Boom or Bust?
• Impact of Reopening
• Global Phenomenon

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].
11 min
January 27, 2023 #204: How Worried Should We Be About The Debt Ceiling?
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 argues that the market is not worried about the debt ceiling right now, but check back in May.
• Why Do We Have A Debt Ceiling?
• Where Do We Stand Now?
• What Happens in June?

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
January 24, 2023 Jim Bianco joins Fox Business to discuss what to expect from the US Economy & M2 Money Supply
Jim Bianco joins Fox Business to discuss what to expect from the US Economy & M2 Money Supply with Charles Payne.
6 min
January 20, 2023 #203: On China’s Reopening
This video is an excerpt from our conference call last week outlining our views on China. China is already reopened, but we still need to figure out what this means. Mobility in China has bounced back but is still well below pre-Covid levels. On top of this, the recent protests in China exhibited citizens might not be ready to return to the pre-Covid world. They are demanding change in their country. Things have changed in China. We don’t yet know exactly how. But to assume the country will immediately return to 2019 norms and its economy will rebound immediately may prove overly optimistic.

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
January 18, 2023 Jim Bianco joins Fox Business to discuss this morning's PPI Report, Fed Rhetoric & the Bond Market
Jim Bianco joins Fox Business to discuss this morning's PPI Report, Fed Rhetoric & the Bond Market with Charles Payne.
7 min
January 13, 2023 Jim Bianco featured at DoubleLine Round Table Prime, 2023 - Part 3: Best Investment Ideas 1-4-23
In the third segment of Round Table Prime 2023, the panelists offer their best investment ideas for the year ahead. The panelists are host DoubleLine CEO Jeffrey Gundlach, and guests James Bianco, President and Macro Strategist at Bianco Research; Danielle DiMartino Booth, CEO of Quill Intelligence; author and Fox Business anchor Charles Payne; and David Rosenberg, President of economic consulting firm Rosenberg Research & Associates. The discussion, recorded Jan. 4, 2023, was moderated by DoubleLine Deputy Chief Investment Officer Jeffrey Sherman.

Time Stamps:
(0:13) Best investment idea for 2023.
(0:55) Thoughts on India.
(01:56) Speculation in the market is not gone.

Full video here: https://www.youtube.com/watch?v=TRjf4VfZm7E
4 min
January 13, 2023 #201: Where’s the Beef?
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 today is Sam Rines of Arbor Data Science.
Today Sam looks at all things steak.
• Supply Projections
• Feeder-to-Steak Profitability
• Elevated Input Costs

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
January 12, 2023 Jim Bianco featured at DoubleLine Round Table Prime, 2023 - Part 2: Market Outlooks 1-4-23
In the second segment of Round Table Prime 2023, the panelists offer their outlooks across equity, fixed income, commodity and other markets. Then they are asked to share hypothetical fixed 12-month asset allocations for the calendar year. The panelists are host DoubleLine CEO Jeffrey Gundlach, and guests James Bianco, President and Macro Strategist at Bianco Research; Danielle DiMartino Booth, CEO of Quill Intelligence; author and Fox Business anchor Charles Payne; and David Rosenberg, President of economic consulting firm Rosenberg Research & Associates. The discussion, recorded Jan. 4, 2023, was moderated by DoubleLine Deputy Chief Investment Officer Jeffrey Sherman.

Time Stamps:
(0:00) Updated thoughts on DeFi.
(03:45) Calculating duration on stocks.
(05:14) Thoughts on ex-United States economies.
(06:30) Asset allocation advice.
11 min
January 12, 2023 Jim Bianco joins Bloomberg TV to discuss Fed Rhetoric after CPI, the US Economy & China Reopening
Jim Bianco joins Bloomberg TV to discuss Fed Rhetoric after CPI, the US Economy & China Reopening with Jonathan Ferro and Priya Misra.
17 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.