Talking Data

The Bitcoin spot ETF has been the biggest narrative driver (and financial driver) in the Bitcoin space this year, but are there some hidden downsides? NLW explores this question with macro analysts (and Bitcoin and crypto bull) Jim Bianco.

Welcome to the latest edition of Talking Data. Our

I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research.

Today Jim discusses managing fixed income in a world with yield.

• What is going on with interest rates?

• What is your outlook?

• How hard is it to beat a benchmark?

• How has the Index done?

• What is the current positioning?

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].

Jim Bianco joins Fox Business to discuss "No Landing," Post-Lockdown Economy & the Neutral Rate with Charles Payne.

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 how the economy changed after Covid, and how it is unique to the U.S.

· Record Government Spending

· Consumer Spending Boom

· U.S. Separates From the Rest of the World

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].

Jim Bianco joins Bloomberg to discuss the Bond Market, Inflation & Liquidity with Jonathan Ferro & Lisa Abramowicz.

Jim Bianco joins Fox Business to discuss today's FOMC Meeting, No Landing & the Bond Market with Charles Payne.

Jim Bianco, Bianco Research president, joins 'Fast Money' to discuss what's ahead for the Federal Reserve, the impact of elevated rates on bond yields, the state of the U.S. economy and more.

Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss the market’s reaction to the inflation data this week, the action in bond markets, the likelihood of rate cuts this year, the recent breakout in oil, and the forces driving bitcoin's pullback.

On this episode of the WTFinance podcast I had the pleasure to welcome back Jim Bianco. Jim Bianco is President and Index Manager at Bianco Advisors. He is also the President of @BiancoResearch.

During our conversation we covered an array of topics, including Jim's outlook on the economy, what actions Powell is likely to take, why the economy is strong but people are struggling, what no interest cuts would have on the markets and how he has positioned himself. I hope you enjoy!

0:00 - Introduction

1:47 - Economy and markets in next 6/12 months

4:00 - What would it take for Powell to cut?

6:38 - What impact does liquidity have on the FED’s actions?

9:20 - How does election provide Powell with less options?

12:55 - What are the main drivers of US economic strength?

18:38 - Economy is strong, but average person is struggling. Why?

21:30 - Boomers continuing to spend

25:05 - What trends will be driving continue economic strength?

28:30 - Onshoring in the US

30:13 - What impact would no change in interest rates have on stock market?

35:55 - Powell hedging his bets?

37:05 - What happens if Powell cuts?

39:40 - Could 3% inflation and 5% interest rates be ok?

42:08 - Fixed vs variable mortgages

43:25 - How will you position yourself?

47:00 - One message to takeaway from our conversation?

Jim Bianco is President and Index Manager at Bianco Research Advisors. He is also the President of Bianco Research LLC. Since 1990, Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking.

Jim appears regularly on CNBC, Bloomberg, and Fox Business, and is often featured in the Wall Street Journal, Bloomberg News, Grants Interest Rate Observer, and MarketWatch. Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).

On today's episode Eric Balchunas & Jim Bianco join the show for a debate on the Bitcoin ETF impact. We discuss who is actually buying ETFs, whether Bitcoin ETF investors are passive flows vs hot money & does the ETF represent failure from the original promise of Bitcoin.

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