Talking Data

By Arbor Research & TradingBusiness

Talking Data episodes

May 10, 2024 Jim Bianco joins Bloomberg to discuss the Bond Market, Rate Cut Timing & the Post-Lockdown Economy
Jim Bianco joins Bloomberg to discuss the Bond Market, Rate Cut Timing & the Post-Lockdown Economy with Jonathan Ferro & Dani Burger.
38 min
May 09, 2024 Jim Bianco joins Fox Business to discuss Fed Rate Cut Timing, the Bond Market & Shelter Inflation
Jim Bianco joins Fox Business to discuss Fed Rate Cut Timing, the Bond Market & Shelter Inflation with Charles Payne & Joseph Wang.
8 min
May 08, 2024 Talking Data Episode #295: Thoughts on the Fed and QRA
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 is Jim Bianco of Bianco Research.

Today Jim gives his thoughts on the Fed and QRA.
· No Rate hikes is now dovish
· Tapering QT
· Thoughts on the QRA

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
May 03, 2024 Jim Bianco joins CNBC to discuss the Job Market, ISM Services Data, Fed Speak/Timing & Stagflation
Jim Bianco joins CNBC to discuss the Job Market, ISM Services Data, Fed Speak/Timing & Stagflation with Rick Santelli.
4 min
April 30, 2024 If I’m Right On The 10-Year Yield, Watch How Bearish Everyone’s Going To Be | Jim Bianco
Jim Bianco, president of Bianco Research, returns to The Julia La Roche for episode 165 to discuss the current macro picture and the potential impact of inflation on the economy.
In this episode, he highlights the bifurcated nature of the economy, with inflation posing a challenge for lower-income individuals. Bianco also shares his insights on the Federal Reserve's interest rate policy and the outlook for long-term interest rates. He thinks rates for the 10-year are likely headed higher to 5-5.5% and breaks down what that could mean for asset allocation, including crypto.
Elsewhere, he weights in on his concerns surrounding the narrative of the Bitcoin ETF, while emphasizing the need for a comprehensive alternative financial system.
Links:
BiancoResearch.com
BiancoAdvisors.com
twitter.com/biancoresearch
Timestamps:
0:00 Welcome Jim Bianco and intro
0:59 Macro picture
1:49 Stickier inflation
4:27 Bifurcated economy
6:06 Interest rate policy outlook
7:50 Fed is not partisan but it is political
9:29 Rates on the 10-year likely headed to 5-5.5%
12:00 The Fed doesn’t change policy in the summer up to election day
13:19 Implications for 10-year at 5-5.5%
19:59 Demographics
24:01 Bitcoin ETF
31:38 How Bitcoin gets to $1 million
34:10 Parting thoughts
38 min
April 27, 2024 Real Vision Daily Briefing #1024 - Has the Fed Lost Its Way? with Jim Bianco
Jim Bianco, president of Bianco Research, joins Ash Bennington to discuss how mixed tech earnings are propping up the market, the potential for 10-year yields to surpass 5%, and his analysis of the recent price pressure in the crypto market.
40 min
April 27, 2024 Jim Bianco joins CNBC to discuss the BOJ Yen Intervention, US Bond Market & Next Week’s Fed Meeting
Jim Bianco joins CNBC to discuss the BOJ Yen Intervention, US Bond Market & Next Week’s Fed Meeting with Melissa Lee and the Fast Money Cast.
5 min
April 26, 2024 Jim Bianco joins Bloomberg to discuss Economic Data, the Timing of Fed Rate Cuts & the Bond Market
Jim Bianco joins Bloomberg to discuss Economic Data, the Timing of Fed Rate Cuts and the Bond Market with Sonali Basak.
8 min
April 25, 2024 Traders Edge Ep 38 | MoneyShow Edition With Jim Bianco, Tracy Shuchart & Mitch Roschelle | 4.24.24
Ditch the suit and tie, it's time to head to Miami with Bobby and Jim! Buckle up for a special edition of Traders Edge, recorded at the Money Show in Miami. Buckle up for some high speed financial wisdom from special guests Jim Bianco, Tracy Shuchart, and Mitch Roschelle!
https://hub.tradier.com/
Jim Bianco: @biancoresearch
Tracy Shuchart: @chigrl
Mitch Roschelle: @Mitch_Roschelle
38 min
April 25, 2024 Talking Data Episode #294: Bonds’ Year-to-Date Performance
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 is Jim Bianco of Bianco Research.

Today Jim discusses the bond market’s year-to-date performance.
· How was the position going into the year?
· How has the year turned out so far?
· When do rates 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].
15 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.