Talking Data

By Arbor Research & TradingBusiness

Talking Data episodes

July 08, 2021 #66: Rents are Rapidly Rising, but Will Take Time to Hit OER
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 Ben Breitholtz of Arbor Data Science.

Rents are rapidly rising, how long will it take to hit OER?
· Zillow vs Apartment List Rent Index Comparison
· Rent search activity
· Is OER expected to rise?

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
July 07, 2021 #65: Commodity Rally Coming to an End or Just Beginning?
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 Ben Breitholtz and Sergio Pineda of Arbor Data Science.

Over the past few months, rising commodity prices have been a highly discussed topic in mainstream media. Super-cycle? Or super head-fake?
· Is there any precedent for the commodity rally?
· Is the commodity rally over?

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.
13 min
June 29, 2021 #64: The Impact of Ending Enhanced Federal UI Benefits
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.

On their website, Indeed came out with a chart indicating that states ending Unemployment benefits this month have seen a decrease in job search activity. Looking at broader search activity via google searches paints the opposite picture.
· Why the discrepancy?
· What does it mean for transitory inflation debate?
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]m or call 800-606-1872.
17 min
June 25, 2021 #63: Inflation Set to Peak? Or Will the Confusion Continue?
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 give us an update on their views of Inflation.
· Manufacturing surveys and commodities rolling over after a relentless climb since the summer of 2020.
· Which way are yields and inflation expectations leaning?
· Will the Fed blink or will team transitory prove correct?

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
June 21, 2021 #62: The Fed Shifts Toward Tightening
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 give us their thoughts on yesterday’s FOMC meeting.
· About Inflation?
· About Employment?
· What does it mean for the bond market?

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.
19 min
June 18, 2021 #61: DeFi Borrowing & Lending
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 and Greg Blaha of Bianco Research.

Today Jim and Greg take a look at how decentralized protocols manage to borrow and lend in a permissionless manner.
· How big are these protocols?
· How to lend
· How to borrow
· Overcollateralization

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.
24 min
June 08, 2021 #60: Payrolls, Inflation and Yields
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 payroll report, what it means for inflation and the outlook for yields.
· What did the payroll report tell us?
· What does this mean for inflation?
· What is the outlook for yields?

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.
19 min
June 07, 2021 #59: Stablecoins – The Most Important 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 presenter today is Jim Bianco of Bianco Research.

Today Jim will answer the question, “what is the most important Crypto?” Is it Stablecoins?
· Size and Volume
· How Are Prices Pegged?
· The Importance of Stablecoins

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.
16 min
June 04, 2021 #58: Is This the Beginning of a Housing Cooldown?
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 Ben Breitholtz of Arbor Data Science.
Today Ben will give us an update on the housing market. Is this the beginning of the housing cooldown?
· Housing growth hits the brakes
· Rental market begins to heat up

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.
16 min
June 03, 2021 #57: Commodities, Inflation, and Risk-On, Oh My!
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 Ben Breitholtz of Arbor Data Science.

Today Ben will give us on update on investor flows.
· Mobility rising above baseline and the rental market is back
· Flows surging into inflation-friendly assets
· Past global recoveries and inflation regimes favor commodities

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.
18 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.