Talking Data

By Arbor Research & TradingBusiness

Talking Data episodes

August 08, 2022 Jim Bianco breaks down why the inflation story has not been completely written yet
Examining Inflation's Impact On The Economy
10 min
July 22, 2022 #153: The Persistent Inversion of the Yield Curve
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 covers the persistent inversion of the yield curve.
• Different yield curves the market watches.
• What is a persistent inversion?
• What does it mean for the economy?

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
July 19, 2022 #152: All Gas, No Breaks?
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 why it will take time for the decline in food costs to filter through.
• Surging Food Costs
• Fertilizer Prices Back at Pre-War Levels
• What Productivity vs Output

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
July 11, 2022 #151: Understanding Forward Curves
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 takes a look at the Forward Curves.
• What are forward curves, and what are they saying?
• What is their track record?

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
July 08, 2022 #150: Recession or Inflation, Which Matters More?
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’s priority.
• The latest on real growth
• The latest on inflation
• What is the Fed’s priority?

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
July 05, 2022 #148: Princess Bride Crypto
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 the collapsing crypto market.
• Collapse or Buying Opportunity?
• Crypto Coins’ Market Caps
• Wealth Effect

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
June 30, 2022 #147: On Valuations & Financials
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 gives us an valuations and the financial sector.
• Is the stock market cheap?
• What is the message from Financials?

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
June 28, 2022 #146: The Clunker Collision Course
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 an update on the used auto market.
• Used Cars & Trucks Have Dominated
• Will Housing Market Pain Spread to Autos?
• Normalcy Restored or Demand Destruction?

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
June 20, 2022 #145: The Laboring Labor Market
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 an update on the labor market.
• Labor Market Side of the Equation
• U.S. Job-Related Search Activity
• Workplace Mobility Declines
• Wages Struggle to Keep Up

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
June 15, 2022 #144: CPI Beat & the Fed Blinked
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 details the reaction of Friday’s CPI Report in the last two days.
• What happened to transitory?
• The market’s reaction.
• The Fed’s reaction.

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.