Talking Data

By Arbor Research & TradingBusiness

Talking Data episodes

July 09, 2024 Talking Data Episode #302: The Market vs the Fed
Q2 Investor Letter: The Market vs the Fed https://www.biancoadvisors.com/q2-investor-letter-the-market-vs-the-fed/
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 discuss the year-to-date performance of the Bianco Research Fixed Income Total Return Index and the Market vs the Fed.
· YTD Index and ETF Performance
· What Is Neutral?
· When Are You Getting Off Neutral?

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].
23 min
July 08, 2024 Jim Bianco on Fox Business discussing the 2024 U.S. Election, U.S. Government Spending & Immigration
Jim Bianco joins Fox Business to discuss the 2024 U.S. Presidential Election & Betting Markets, U.S. Government Spending & Immigration with Charles Payne.
6 min
June 26, 2024 Jim Bianco on Fox Business discussing the Yen & U.S. Bond Yields, Psychological Toll of Inflation
Jim Bianco joins Fox Business to discuss the relationship between Japanese Yen Intervention & U.S. Bond Yields, along with the Psychological Toll of Inflation with Charles Payne.
5 min
June 26, 2024 CryptoSlate Bitcoin ETF Debate Between James Van Straten & Jim Bianco
CryptoSlate Bitcoin ETF Debate Between James Van Straten & Jim Bianco
51 min
June 24, 2024 This is as Good as Inflation is Going to Get
May PCE data is to be released on Friday. Jim Bianco discusses this saying that PCE data shouldn’t move the market too much. He talks about how he would pay attention to the University of Michigan Inflation Expectation which will be on Friday as well. He goes over next steps for the Fed, highlighting that this is as good as inflation is going to get. Finally, he looks at how the consumer has been a big driver of this economy. Tune in to find out more about the stock market today.
10 min
June 19, 2024 Talking Data Episode #298: Thoughts on CPI and the Fed Meeting
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 share his thoughts on CPI and the Fed Meeting.
• CPI came in less than expected.
What is the takeaway?
• The Fed held steady, will they cut
rates this year?
• What about the neutral rate?

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
June 14, 2024 Why the $35 Trillion Federal Debt Could Wreck the Economy | Jim Bianco
Jim Bianco joins to discuss inflation, rising interest rates, and the concentrated tech rally, providing critical perspectives on managing investment risks in a volatile market.
Jim Bianco, President and Macro Strategist of Bianco Research, joins James Connor to discuss the unprecedented challenges facing today's markets. With inflation rates sticking and bond yields soaring, Bianco breaks down why investors need to brace for a volatile second half of the year. Are the market’s biggest tech giants driving an unsustainable rally?
Timestamps:
00:00 - Introduction
01:17 - Nvidia’s market impact
05:19 - Rising interest rates impact
10:00 - Concentration in tech stocks
12:05 - Economic slowdown analysis
18:48 - Inflation and stagflation concerns
25:00 - Inflation’s economic impact
27:28 - Government spending concerns
30:00 - Consequences of massive spending
32:39 - Interest expense and federal debt
35:00 - Fed’s interest rate dilemma
40:00 - ECB’s rate cuts vs Fed
43:14 - Global economic trends
45:00 - Rise of speculative investments
48:55 - Conclusion
50 min
June 13, 2024 Get Used to 4% Inflation and 4 5% Interest Rates, Says Jim Bianco
Jim Bianco’s conclusions from today’s Fed meeting:
- “get used to 3-4% inflation & 4-5% interest rates”
- no signs of U.S. recession… the theory that the actual labor market is weaker than official payrolls is WRONG (Powell referenced this theory today)
- with stock market at all-time highs, it’s clear that the Fed hasn’t broken anything yet
- much more!
Recorded this afternoon (June 12) shortly after conclusion of Fed Chair Jay Powell’s press conference.
1 hr 9 min
June 05, 2024 Talking Data Episode #297: The State of the US Deficit
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 his thoughts on the state
of the US deficit.
• Putting the Debt/Deficit into
Perspective
• What About Government Spending
• How Does It Get Resolved

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
June 04, 2024 Jim Bianco on Private Credit, Market Concentration, Yield-Stock Relationship & Corporate Buybacks
Jim Bianco joins Fox Business to discuss Private Credit, Stock Market Concentration, Bond Yield-Stock Relationship & Corporate Buybacks with Charles Payne.
7 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.