Rational Dissent

Bianco Research

Bianco Research L.L.C. has been a source of objective research and unique insights into financial markets for over 20 years. We combine cutting-edge analytics and a highly visual approach to provide clear, concise conclusions in a data driven market.

Episodes

  1. 2d ago

    Episode 001. Why Do Investors Expect So Much?

    Rational Dissent Episode 001. Why Do Investors Expect So Much?Investors have become accustomed to stocks returning double digits year after year. Is that the new normal? What should investors expect?Timestamps:00:00 - Introduction to Rational Dissent00:32 - Welcome & Market Returns Overview02:22 - CapEx vs. Cash Flow: The 3-in-1 Tech Supercycle06:43 - S&P Concentration: A Two-Asset Class Market09:16 - Valuation Breakdown: The Shiller CAPE Ratio11:38 - Explaining the 4-5-6 Market Model17:51 - Retail Sentiment, Bubble Behavior & Software Spending26:09 - TIPS & Long-Term Real Return Opportunities28:13 - Lightning Round: AI's Long-Run Sector Comparable32:42 - Closing RemarksCharts Used:https://www.biancoresearch.com/bianco/podcast/2026/07/AIvsNonAICorrelation072426.pnghttps://www.biancoresearch.com/bianco/podcast/2026/07/CAPERatiovsReturns072426.pnghttps://www.biancoresearch.com/bianco/podcast/2026/07/456Markets072426.pngLearn more about Bianco Research: https://www.biancoresearch.com/Sign up for a free trial of Bianco Research here: https://www.biancoresearch.com/free-trial/?source=YT072426

  2. Trailer

    Rational Dissent Introduction

    Hello everyone welcome to the Rational Dissent Podcast where we discuss everything from markets and the economy to the Fed and AI, and we stress test conventional wisdom and consensus views.

Trailer

About

Bianco Research L.L.C. has been a source of objective research and unique insights into financial markets for over 20 years. We combine cutting-edge analytics and a highly visual approach to provide clear, concise conclusions in a data driven market.

Information

  • Creator
    Bianco Research
  • Years Active
    2026
  • Episodes
    2
  • Rating
    Clean
  • Copyright
    © Bianco Research
  • Show Website
    Rational Dissent