1 hr 9 min

Inflation, The Fed, & Macro Markets | Jim Bianco Bankless

    • Investing

The Fed has made a big pivot in 2022, but what does that mean for markets? How aggressive does the Fed need to be to fight inflation?
With the shift from Quantitative Easing to Quantitative Tightening, how are risk-on assets treated differently from risk-off assets? What's going on with the bond market?
Jim Bianco is a seasoned investor, market commentator, and President of Bianco Research. With a sharp view of the past, present, and future, we ask him all these questions in order to know... is the world collapsing?
------
📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT
https://bankless.cc/AltoIRA 
------
🚀 SUBSCRIBE TO NEWSLETTER:  https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 
------
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon 
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask 
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger 
🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix 
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants 
------
Topics Covered:
0:00 Intro
6::00 Jim Bianco's Back!
9:17 The Bond Market Got Killed
14:50 Inflation is a Problem
18:53 The Fed's Perspective
27:02 Signaling and Fedspeak
30:04 Transitory vs Reality
34:50 Rock and a Hard Place
43:08 What Should You Pay Attention To?
48:00 Crypto & Expecations
53:20 Deflation?
57:56 Positioning the Portfolio
1:00:11 A Centralized Metaverse
1:07:25 Closing & Disclaimers
------
Resources:
Jim on Twitter:
https://twitter.com/biancoresearch?s=20 
Bianco Research:
https://www.biancoresearch.com/free-trial/?source=TWTR 
Bond Market Thread:
https://twitter.com/biancoresearch/status/1480245516009152513?s=20 
-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

The Fed has made a big pivot in 2022, but what does that mean for markets? How aggressive does the Fed need to be to fight inflation?
With the shift from Quantitative Easing to Quantitative Tightening, how are risk-on assets treated differently from risk-off assets? What's going on with the bond market?
Jim Bianco is a seasoned investor, market commentator, and President of Bianco Research. With a sharp view of the past, present, and future, we ask him all these questions in order to know... is the world collapsing?
------
📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT
https://bankless.cc/AltoIRA 
------
🚀 SUBSCRIBE TO NEWSLETTER:  https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 
------
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon 
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask 
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger 
🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix 
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants 
------
Topics Covered:
0:00 Intro
6::00 Jim Bianco's Back!
9:17 The Bond Market Got Killed
14:50 Inflation is a Problem
18:53 The Fed's Perspective
27:02 Signaling and Fedspeak
30:04 Transitory vs Reality
34:50 Rock and a Hard Place
43:08 What Should You Pay Attention To?
48:00 Crypto & Expecations
53:20 Deflation?
57:56 Positioning the Portfolio
1:00:11 A Centralized Metaverse
1:07:25 Closing & Disclaimers
------
Resources:
Jim on Twitter:
https://twitter.com/biancoresearch?s=20 
Bianco Research:
https://www.biancoresearch.com/free-trial/?source=TWTR 
Bond Market Thread:
https://twitter.com/biancoresearch/status/1480245516009152513?s=20 
-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

1 hr 9 min