Talking Data

By Arbor Research & TradingBusiness

Talking Data episodes

May 02, 2022 #132: Vegas and Vuitton
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 higher end consumer through luxury goods and travel to “spontaneous” places.
• Luxury Market vs Real World
• Leasing Takes a Hit
• What Does a Return to Vegas Tell Us?

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
April 28, 2022 #131: Bond Market Carnage Update
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 is going to give an update on the bond market carnage.
• Detail the Losses
• Positioning and Opinions Looking For a Low
• When Do Yields Peak?

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].
19 min
April 25, 2022 #130: Canvasing Oil and Art
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 is going to explain why it might be worth watching Sotheby’s gavel.
• Oil’s Volatility
• Correlation to Other Asset Classes
• Why Art is Intriguing

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
April 21, 2022 #129: Pressure Mounting in the JGB 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 Jim Bianco of Bianco Research.
Today Jim is going to discuss the biggest story that no one is talking about: the incredible pressure building in the Japanese Government Bond (JGB) and currency markets.
• The market is testing the Bank of Japan's Yield Curve Control. It is holding
• It is coming at a cost, the Yen is weakening fast
• What does it mean for US rates?
• How does this end?

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].
16 min
April 19, 2022 #128: A Classic Car Story
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 will discuss the significance of the new, used and classic car marketplace.
· Forgotten Facts
· Why the Classic Car Market Matters
· A "Financialized" Consumer Product

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
April 11, 2022 #127: Food and Inflation
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 will discuss food and inflation.
· Most Recognizable
· Impact of War in Ukraine
· Latest Search Trends
· Meat Prices Soar

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
April 07, 2022 #126: The 10-Year When the Curve Inverts
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 will discuss the 10-Year when the curve inverts.
· What does inversion mean?
· What does history say?

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
April 04, 2022 #125: Bitcoin, Gold, and Somewhere to Hide
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 will discuss how Bitcoin and Gold have performed as inflation hedges and/or doomsday hedges.
· Where to Hide?
· Track Record
· Whatever it Takes

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
March 31, 2022 #124: What is the Yield Curve Telling Us?
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 will discuss the yield curve’s message and what that message is signaling to the market.
· What do the different curves mean?
· Why are they different?
· Why inflation matters.

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
March 24, 2022 #123: Stagflationary Equities
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 will discuss the outlook for the current inflation environment with a fast Fed.
· Agreement
· Hiking into Strength
· Is this time different?

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

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.