Talking Data

By Arbor Research & TradingBusiness

Talking Data episodes

January 07, 2022 #101: The Stock Market in 2021
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 gives us a recap of the stock market in 2021, and what is next.
• The 2021 stock market has been a narrow rally driven by the largest stocks.
• Excess savings explains a lot of the rally since the pandemic began.
• What next?

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
December 23, 2021 #100: Does the Fed Have a Choice?
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 does the Fed have a choice?
- What is the latest with Inflation?
- What are the consequences of inflation?
- Where does this leave the Fed?

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].
15 min
December 16, 2021 #99: Keeping an Eye on Omicron
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 on the Omicron variant.
• COVID cases are expected to spike in many parts of the world. Where are case counts at currently?
• This usually means restrictions are around the corner.
• This risks impairing the global supply chain even more, pushing supply and demand further out of whack, and fostering inflation.

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
December 13, 2021 #98: Who Will Fix The Shipping Crisis?
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.
Despite statements to the contrary, the supply chain is not getting better. Who will fix the shipping crisis?
• Record demand meets the limits of supply
• Shipping profits are booming
• Shipping stocks beat Bitcoin

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
December 10, 2021 #97: Another Bad Year for Stock Pickers
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.

Stock picking has not worked for at least a decade. 2021 has been no different for stock pickers as the best strategy was buying the S&P 500 and forgetting about it.
• Stock pickers have suffered for a decade or more, even Warren Buffett
• Macro forces have dominated
• 2021 great for the S&P 500, not so much for anything 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].
14 min
December 09, 2021 #96: The Market's Response to Transitory Retiring
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 covers the market’s response to
transitory retiring.
•An Extraordinary Week For the Yield Curve
•What Fed Policy Is The Market Pricing In?
•What Does It Mean?

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].
10 min
November 24, 2021 #94: What are Short Rates 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 presenters today are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.

Today Jim and Ben answer the question, what are short rates telling us?
• How far have rates moved compared to past tightening cycles?
• How are investors reacting?
• Are financial conditions primed to jump? When?

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].
16 min
November 08, 2021 #90: Thoughts on the Taper
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 Ben Breitholtz of Arbor Data Science.

In this installment of Talking Data, Jim Bianco and Ben Breitholtz distill Powell’s presser and the onset of the taper.
- Details on the taper
- The Fed's Flexible outlook

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.
15 min
September 17, 2021 #84: Team Transitory Has Won the Battle, but Has It Won the Inflation War?
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 Ben Breitholtz of Arbor Data Science.
Team Transitory Has Won the Battle, but Has It Won the Inflation War?
• The latest on reopening vs non-opening CPI components
• Commodities and Yields Destined to Enter Trading Ranges
• Outlook for Growth and Tapering

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.
21 min
August 26, 2021 #79: What To Expect When You’re Expecting
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 Ben Breitholtz of Arbor Data Science.
Today Jim and Ben will discuss the Jackson Hole meeting, Core CPI and the Dollar.
· What To Expect at Jackson Hole?
· What To Expect for Core CPI?
· What To Expect For The Dollar?

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.
17 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.