80 episodes

Welcome to Talking Data: A series of podcasts hosted by Arbor Research featuring Jim Bianco of Bianco Research and Ben Breitholtz 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
    • 4.9 • 23 Ratings

Welcome to Talking Data: A series of podcasts hosted by Arbor Research featuring Jim Bianco of Bianco Research and Ben Breitholtz 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.

    #94: What are Short Rates Telling Us?

    #94: What are Short Rates Telling Us?

    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 presenters today are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.

    Today Jim and Ben answer the question, what are short rates telling us?
    • How far have rates moved compared to past tightening cycles?
    • How are investors reacting?
    • Are financial conditions primed to jump? When?

    Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

    For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

    • 15 min
    #90: Thoughts on the Taper

    #90: Thoughts on the Taper

    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 presenters today are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.

    In this installment of Talking Data, Jim Bianco and Ben Breitholtz distill Powell’s presser and the onset of the taper.
    - Details on the taper
    - The Fed's Flexible outlook

    Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

    For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com or call 800-606-1872.

    • 14 min
    #84: Team Transitory Has Won the Battle, but Has It Won the Inflation War?

    #84: Team Transitory Has Won the Battle, but Has It Won the Inflation War?

    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 presenters today are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.

    Team Transitory Has Won the Battle, but Has It Won the Inflation War?
    • The latest on reopening vs non-opening CPI components
    • Commodities and Yields Destined to Enter Trading Ranges
    • Outlook for Growth and Tapering

    Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

    For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com or call 800-606-1872.

    • 20 min
    #79: What To Expect When You’re Expecting

    #79: What To Expect When You’re Expecting

    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 presenters today are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.

    Today Jim and Ben will discuss the Jackson Hole meeting, Core CPI and the Dollar.
    · What To Expect at Jackson Hole?
    · What To Expect for Core CPI?
    · What To Expect For The Dollar?

    Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

    For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com or call 800-606-1872.

    • 16 min
    #78: The Impediments to the Recovery

    #78: The Impediments to the Recovery

    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 presenters today are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.

    Today Jim and Ben will give us an update on the supply chain, the Delta variant, and commodities.
    · Supply Chain update: China's Port Congestion Worsens
    · What is the latest with the Delta Variant and its impact on the workforce?
    · Are Commodities the best Inflation Hedge?  Thank you for joining us today.

    As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

    For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com or call 800-606-1872.

    • 15 min
    #77: Is This The End Of The Everything Rally?

    #77: Is This The End Of The Everything Rally?

    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 presenter today is Ben Breitholtz of Arbor Data Science.

    Today Ben will give a quick inflation update and let us know if the “Everything Rally” is nearing an end.

    Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.

    For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com or call 800-606-1872.

    • 16 min

Customer Reviews

4.9 out of 5
23 Ratings

23 Ratings

Derivatives Trader ,

Great economics podcast

Smart and fast paced discussions re key economic issues / themes. Jim Bianco & Ben Breitholtz are both great. Kristen Radosh does a great job keeping the discussions focused and moving forward

D Portnoy ,

A must listen

Jim Bianco is always informative and insightful.

san andreas sunshine ,

Jim Bianco is the Best

Brilliant financial strategist and analyst. My favorite listen.

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