Talking Data

By Arbor Research & TradingBusiness

Talking Data episodes

February 14, 2022 #112: Reaction to the Inflation Report
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 commentators today are Jim Bianco of Bianco Research and Sam Rines of Arbor Data Science.
Today Jim and Sam will discuss this morning’s CPI report and the Market Reaction.
· Thoughts on the CPI Report
· Market Reaction

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected] or call 800-606-1872.
14 min
February 10, 2022 #111: Jobs Report, Inflation & Fed Hike
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 jobs report, inflation and the Fed hike.
· Still ignoring the jobs report.
· All about inflation.
· Why 50 doesn’t matter.

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
11 min
February 07, 2022 #110: Good Enough
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 presenter today is Sam Rines of Arbor Data Science.
Today Sam will give us his thoughts on why a weaker labor market in January doesn’t really matter, and what could knock the Fed off it’s path.
· Full Employment?
· Quitting and not participating.
· Doesn’t matter.

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
11 min
February 04, 2022 #109: Outlook for Commodities
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 presenters today are Jim Bianco of Bianco Research and Sam Rines of Arbor Data Science.
Today Jim and Sam will give us their outlook for commodities.
· What are commodities? Does an index make sense?
· Energy
· Industrial metals
· Everything else

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
18 min
February 01, 2022 #108: The 94%
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 commenter today is Sam Rines of Arbor Data Science.

Today Sam will discuss the relationship between the younger generations and cryptocurrencies.
· What is the breakdown of crypto buyers by age?
· What are the potential spillover effects when cryptos collapse?

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
11 min
January 27, 2022 #107: What Ends Crypto’s Correlation to Legacy 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 presenter today is Jim Bianco of Bianco Research.
Today Jim answers the question “What ends crypto’s correlation to legacy markets?”
• How do institutional investors view cryptos?
• What breaks the correlation and what is TVL
• What is the role of Stablecoins?
• What happens when the correlation is broken?

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
21 min
January 24, 2022 #106: Flexing
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 sticky CPI, energy and cracks in the manufacturing boom.
· Flexible to the Moon
· Energy Not Through The System Yet
· Cracks in Manufacturing Boom?

As always, thank you for joining us today. If you have any questions on the mentioned topics or suggestions for future episodes, 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
January 21, 2022 #105: Are Fund Managers Disconnected?
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 presenter today is Jim Bianco of Bianco Research.
Today Jim will answer the question, are fund managers are disconnected?
· Fund managers continue to believe the Fed will not be aggressive in tightening because inflation is transitory
· Do they fail to understand the impact inflation is having on politics and the enormous political pressure the Fed is under?

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
14 min
January 19, 2022 #104: Getting Sticky
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 presenter today is Sam Rines of Arbor Data Science.
Today Sam will be discussing the following topics: Inflation, Oil and Energy, and Housing.
· No One Believes
· Oil and Energy Are Pros
· The Problem of Housing

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
14 min
January 14, 2022 #103: Inflation and Fed Policy
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 presenter today is Jim Bianco of Bianco Research.
Today Jim will discuss the latest CPI data and how the Fed will respond.
· A run down on the latest data.
· Is the real earnings chart the most important inflation chart right now?
· How will the Fed respond?

Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [email protected].
13 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.