411 episodes

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.

We will host a series of discussions which will offer timely insights into macro data and its impact on the economy and markets.

Arbor Research & Trading is an institutional research and brokerage firm that produces innovative research across a broad range of global fixed-income, equity currency, and commodity markets.

For further information on Arbor Research & Trading please contact Gus Handler at gus.handler@arborresearch.com.

Talking Data Arbor Research & Trading

    • Business

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.

We will host a series of discussions which will offer timely insights into macro data and its impact on the economy and markets.

Arbor Research & Trading is an institutional research and brokerage firm that produces innovative research across a broad range of global fixed-income, equity currency, and commodity markets.

For further information on Arbor Research & Trading please contact Gus Handler at gus.handler@arborresearch.com.

    If I’m Right On The 10-Year Yield, Watch How Bearish Everyone’s Going To Be | Jim Bianco

    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

    • 37 min
    Real Vision Daily Briefing #1024 - Has the Fed Lost Its Way? with Jim Bianco

    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.

    • 39 min
    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

    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.

    • 4 min
    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 & the Bond Market

    Jim Bianco joins Bloomberg to discuss Economic Data, the Timing of Fed Rate Cuts and the Bond Market with Sonali Basak.

    • 7 min
    Traders Edge Ep 38 | MoneyShow Edition With Jim Bianco, Tracy Shuchart & Mitch Roschelle | 4.24.24

    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

    • 37 min
    Talking Data Episode #294: Bonds’ Year-to-Date Performance

    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 gus.handler@arborresearch.com.

    • 14 min

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