Talking Data

Talking Data

By Arbor Research & TradingBusiness
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Talking Data episodes

  • MacroVoices #341 Jim Bianco: Inflation Is Not Going Away

    MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to revisit the inflation debate, and Jim says inflation isn’t going away any time soon. They also discuss the equity market outlook, precious metals, and much more.  

    00:00 Intro
    00:38 Market Wrap
    14:23 Feature Interview with Jim Bianco
    57:58 Postgame - Did the Next Leg Down Begin?

    1 hr 19 min
  • #165: The Walking Dead

    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 explains how tightening monetary policy has affected the so-called zombie companies.

    • Consequences of Tightening Monetary Policy
    • Root Causes
    • Importance of business models

    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
  • #164: Why Inflation Will Remain Persistent

    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 explains why inflation will remain persistent.

    • Three factors have held down inflation: Cheap Labor, Cheap Goods, and Cheap Energy.
    • What about technology? Can it offset the factors above?
    • Thoughts on today's CPI report

    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].

    18 min
  • #161: Is Inflation “Fever” Really Breaking?

    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 'fever' really breaking?"
    · The consensus continues to view inflation as transitory across the globe.
    · Forecasts for developed countries.
    · Is this a one-time post-pandemic surge?

    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
  • #160: The Return of Meme Stock Mania

    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 gives us a look into the return of Meme Stock Mania.
    · Meme Stocks are Back
    · Twitter Mentions and Stock Prices
    · A Leading Indicator

    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

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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