Talking Data

By Arbor Research & TradingBusiness

Talking Data episodes

January 11, 2023 Jim Bianco featured at DoubleLine Round Table Prime, 2023 - Part 1: Macroeconomic State of Play 1-4-23
2023 could offer cyclical downturn in a landscape of secular change as the world appears on the threshold of global recession. Moreover, trends that for decades have driven economies, markets, monetary policy and governance might be staging reversals. In this first of three segments, DoubleLine CEO Jeffrey Gundlach and moderator DoubleLine Deputy Chief Investment Officer Jeffrey Sherman on Jan. 4, 2023, discuss the Macroeconomic State of Play with their 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.

Timestamps:
(0:10): Current state of the Federal Reserve.
(4:08) Where does Inflation settle out at in 2023?
(6:34) Will the Fed be successful in eradicating the Fed Put?
(9:58) China Reopening.

Full video here: https://www.youtube.com/watch?v=AwEPd-jORQU
15 min
January 05, 2023 Jim Bianco joins Fox Business to discuss Fed Policy, "Bad News is Good News" & the Bond Market
Jim Bianco joins Fox Business to discuss Fed Policy, "Bad News is Good News" & the Bond Market with Charles Payne.
7 min
December 30, 2022 Jim Bianco: Chinese citizens wanted democracy and an end to censorship
Bianco Research president Jim Bianco gives his take on requiring negative COVID-19 testing for Chinese travelers and weighs in on their policies on 'Making Money.'
4 min
December 27, 2022 #200: Maybe a Grinch
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 under the hood of retail sales and holiday spending.
• Cyber Monday for the Win
• Post-Covid Spending
• Seasonal Labor Demand

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].
9 min
December 23, 2022 Jim Bianco joins Bloomberg TV to discuss Fed Policy and Current Market Conditions
Jim Bianco, Bianco Research President & Macro Strategist, says the Fed has won over the market in 2022. Persistent inflation is hard to see at this point.
6 min
December 23, 2022 #199: The Fed vs the Markets
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 Jim Bianco of Bianco Research.
Today Jim discusses the Fed vs the markets.
• Is there a difference between the market and the Fed?
• What does the market think?
• What does the Fed think?
• What does it mean for markets?

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].
13 min
December 22, 2022 Jim Bianco joins Fox Business to discuss Fed Policy, Economic Data and the latest in the FTX Scandal
Jim Bianco joins Fox Business to discuss Fed Policy, Economic Data and the latest in the FTX Scandal with Charles Payne.
6 min
December 20, 2022 Jim Bianco joins CNBC to discuss the BOJ's policy change & what it signals for other Central Banks
Jim Bianco joins CNBC to discuss the Bank of Japan's policy change & what it signals for other Central Banks with Tyler Mathisen and Kelly Evans
7 min
December 19, 2022 #198: A Moving Problem
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 gives us his perspective on the housing market and what really matters.
• Perfect Storm
• Red Hot Markets Nose Dive
• Why the Turmoil Matters
• Mobility of Labor

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
December 16, 2022 Jim Bianco joins Bloomberg to discuss Central Bank Policy, Depth of Recession, Terminal Rates
Jim Bianco joins Bloomberg to discuss Central Bank Policy, Depth of Recession, Terminal Rates with Jonathan Ferro and Rob Waldner.
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.