Talking Data

Talking Data

By Arbor Research & TradingBusiness
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Talking Data episodes

  • Economic MURDER Needs To Happen, GOLD Price Puzzle | Jim Bianco

    Brilliant economist, Jim Bianco of Bianco Research, joins me to talk about the economy's strength, potential recession triggers, and the puzzling behavior of gold prices. A discussion that could have gone on for a couple of more hours, excellent insights!


    Recording date: April 19th, 2024


    Timestamps & Chapters

    00:00:00 - Intro

    00:01:49 - Federal Reserve Policies and Economic Outlook

    00:06:33 - India's Economic Influence and Global Trends

    00:16:42 - AI and Economic Productivity

    00:19:42 - AI's Impact on Economic Strategies

    00:25:53 - Real Estate Dynamics and Market Predictions

    00:28:30 - Insights from "The Big Short" and the Subprime Crisis

    00:33:15 - Lessons from the Subprime Mortgage Crisis

    00:41:10 - Bond Market Strategies and Economic Recovery

    00:44:22 - Conclusion and Future Economic Insights

    55 min
  • Talking Data Episode #293: The Big Picture on Inflation and the Economy

    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 discuss the big picture on inflation and the economy.
    · How is the Economy Performing vs Expectations?
    · What Changed in 2020?
    · What should we expect?
    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].

    23 min
  • Financial Sense Newshour: Inflation Up Across the Board, US Spending in Panic Mode

    Financial Sense Newshour engages in an insightful conversation with Jim Bianco regarding US spending, his longer-term view on inflation, interest rates moving higher, and more. Jim highlights that the US government's current expenditure amounts to approximately 6.5% of GDP annually, a level typically associated with a significant recession or financial crisis. While this expenditure aids in averting an economic slowdown, it also presents inflationary risks and significantly influences consumer psychology regarding savings and consumption patterns, which is sowing the seeds for a separate type of crisis. Listen in to hear what Jim Bianco has to say about today's markets and where he thinks things are heading.

    38 min
  • Jim Bianco: What will BREAK the ECONOMY? | EP.14

    In this episode of the Macroscopic Podcast, Alexej hosts Jim Bianco, a seasoned expert in the financial markets and the President of Bianco Research. Jim shares his profound insights on the dynamics of the U.S. economy, emphasizing the significant changes in labor and consumption patterns post-pandemic. Jim also explores the potential of cryptocurrencies as a viable solution for economies with unstable fiat currencies, particularly in developing regions thanks to its decentralized and permissionless nature.

    1 hr 20 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.

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