Talking Data

By Arbor Research & TradingBusiness

Talking Data episodes

May 30, 2024 MacroVoices #430 Jim Bianco Rate Hike On Deck
Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices.

Erik and Jim discuss:
• Interest, Inflation Rates & Bond Yields
• Fed Rate Hikes and The Economy’s Strength
• Economic Crisis & Budget Deficits
• Oil Demand & Supply, With Focus on China
• Gold Prices & Asian Markets
• US Election & The Stock Market
49 min
May 24, 2024 Jim Bianco joins Fox Business to discuss the Concentration/Performance of the Market, Fed Rate Cuts
Jim Bianco joins Fox Business to discuss the Concentration & Performance of the Market, along with potential Fed Rate Cuts with Charles Payne.
8 min
May 23, 2024 Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco
Tradier's Option Summit - Jim Iuorio & Bob Iaccino host Global Macro w/ Cameron Dawson & Jim Bianco

Timestamps:
0:00 - Intro
3:15 - Commodities Supercycle
6:56 - Goods Inflation
8:47 - AI as a Deflationary Technology
13:10 - Fed Minutes Review
14:58 - Are Rates Restrictive?
18:39 - National Debt/Neutral Rates/GDP
26:37 - Does the Curve Steepen out?
28:36 - Supply Chain Disruptions
32:13 - Pizza Talk
33:54 - More on Supply Chain Disruptions
37:47 - Reshoring Effort
40:33 - Trade Wars with China
43:45 - What would you call the Current Environment?
47:07 - Full Impact of Rate Hikes
49:05 - Outro
56 min
May 22, 2024 Rates, NVIDIA & Crypto: Jim Bianco's Takes
Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss the ongoing rally in equities and crypto, why Nvidia earnings are as important as CPI and payroll numbers, where rates are heading, and what's driving the spike in crypto.
35 min
May 21, 2024 Jim Bianco discusses positioning of the WisdomTree Bianco Total Return Fund on TD Ameritrade
Jim Bianco discusses positioning of the WisdomTree Bianco Total Return Fund on TD Ameritrade with Oliver Renick.
For more information on the fund: https://www.wisdomtree.com/investments/etfs/fixed-income/wtbn
2 min
May 20, 2024 Jim Bianco on Positive Signs in Treasuries
Bianco Total Return ETF is up 2% this month. Jim Bianco discusses the outlook for treasury markets, as well as positive signs in treasuries. He also looks at the Yearly Federal spending as a percentage of nominal GDP. Tune in to find out more about the stock market today.
13 min
May 17, 2024 Jim Bianco on Economic Data Sentiment, Market Reaction After the First Rate Cut & the Bond Market
Jim Bianco joins Fox Business to discuss Economic Data Sentiment, Market Reaction After the First Rate Cut & the Bond Market with Charles Payne.
6 min
May 15, 2024 Jim Bianco joins CNBC to recap the CPI Report, the Stock Market's Reaction & the 2% Inflation Target
Jim Bianco recaps the CPI Report, the Equity Market's Reaction & the 2% Inflation Target on CNBC's "The Bond Report" with Rick Santelli.
4 min
May 14, 2024 Ted Oakley - Oxbow Advisors - Interview Series 2024 - Jim Bianco - May 13, 2024
Ted Oakley interviews Jim Bianco of Bianco Research on interest rates, bond investing, stock investing, and balanced investing.
Visit http://www.oxbowadvisors.com/2023-books for a complimentary copy of Ted Oakley's new book "Stay Rich with a Balanced Portfolio" Link: https://oxbowadvisors.com/balanced-po...
To speak to a portfolio manager at Oxbow Advisors click this link: http://bit.ly/3Tg0YIS
Social Media & YouTube Disclosure: https://bit.ly/3LJ8IRs
Intro – 0:00
Government & Consumer Spending - 1:21
Federal Reserve – 10:00
Economic Weakness & Unemployment – 14:15
Effects of Work From Home – 17:12
Consumer Spending – 20:20
Stock Market Euphoria – 22:36
Balanced Investing – 27:50
Rate Outlook – 34:15
Are Rate Changes Worth Chasing? – 36:26
Risk vs Return Expectations – 39:10
Outro – 42:03
44 min
May 10, 2024 Jim Bianco joins Bloomberg Radio to discuss the Last Mile of Inflation, Rate Cuts & the Bond Market
Jim Bianco joins Bloomberg Radio to discuss the Last Mile of Inflation, Rate Cuts & the Bond Market with Tom Keene & Paul Sweeney.
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.