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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.
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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).
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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.
Follow Eric: https://twitter.com/EricBalchunas
Follow Jim: https://twitter.com/biancoresearch
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mike: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
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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 Fabulous Four and the equity market rally.
· What are the Fabulous Four?
· Have we seen this before?
· What does Wall Street need?
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].
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Futures are lower ahead of this week’s inflation data. Jim Bianco discusses this, along with what Nvidia’s (NVDA) Friday reversal means for the overall market. He also talks about Nvidia, Meta (META), Amazon (AMZN), and Microsoft’s (MSFT) impact on the S&P 500. He then goes over how far the “Big 4” stocks can carry the current rally.
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“Wall Street needs the Fed to cut rates, maybe end quantitative tightening, get the money pump going...we don’t have enough money to keep everything going.”
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The Price of Truth - Jim Bianco | tastylive network
Recorded March 5h, 2024.
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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 explains what’s going on with the Bitcoin ETFs.· What Are the Spot BTC ETFs?· How Big Are They?· What Are Some of the Concerns?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].
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My guest this week is Jim Bianco, the founder and President of Bianco Research. Jim is well-known on Wall Street for providing macro analysis since the nineties. Today, he takes us through his unique perspective on the economy. We start with his contrarian view on interest rates. We then cover the changes to the economy since COVID, such as remote work and the new consumer. We also talk about his new fixed-income ETF, Crypto, the Red Sea crisis, and more. Please enjoy this conversation with Jim Bianco.
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MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has to start cutting in May or June or else not cut at all before the November election.
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On "Markets Daily," CoinDesk Markets Reporter Helene Braun speaks with Jim Bianco, president and macro strategist at Bianco Research about his contrarian take on the promise of spot bitcoin ETFs. #cryptocurrency #digitalfinance #finance #bitcoin #crypto 00:00: Cold Open00:12: Intro00:38: Federal Reserve and interest rates01:33: Impact of Fed policy on bitcoin02:27: Concerns about spot bitcoin ETFs06:40: The role of Wall Street and ETFs09:56: Centralized ownership and concentrated power
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Jim Bianco, the President and Macro Strategist at Bianco Research, tells us why Wall Street might be very wrong about rate cuts, inflation, crypto ETFs and the bond market. Plus, he compares the rise of A.I. stocks and crypto with other frothy periods in history and explains how these usually play out. Plus, the meteoric rise of Nvidia and other chip stocks has brought out the options army in full force. They are calling for much higher prices. Will they be 'in the money'?
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Join Thomas Thornton, founder of Hedge Fund Telemetry, in a riveting webinar featuring Jim Bianco, President and Macro Strategist at Bianco Research, L.L.C. With over three decades of experience, Jim is renowned for his objective and insightful analysis that frequently challenges the mainstream narrative.In this webinar, you'll discover:-Jim's unique perspective on the global economy and financial markets.-In-depth discussions on monetary policy and market-politics dynamics.-Strategies for navigating government's role in the economy.-Insights into fund flows and financial market positioning.About Jim Bianco:Jim Bianco has carved a niche as a preeminent macro strategist. His expertise stems from years of unbiased research and his ability to provide clear, incisive commentary. For nearly two decades at Bianco Research, Jim has been delivering wide-ranging analyses that span from monetary policy and economic fundamentals to the subtleties of market sentiment.Regular Media Presence:-CNBC-Bloomberg-Fox BusinessFeatured In:-The Wall Street Journal-Bloomberg News-Grants Interest Rate Observer-MarketWatchProfessional Background:-Market Strategist at UBS Securities-Equity Technical Analyst at First Boston and Shearson Lehman Brothers-Chartered Market Technician (CMT)-Member of the Market Technicians Association (MTA)Education:-B.S. in Finance from Marquette University (1984)-MBA from Fordham University (1989)Don't miss the wealth of knowledge shared in this webinar. Whether you're a seasoned investor or just starting, the insights offered by Jim Bianco are invaluable.Stay Connected:-Follow Jim Bianco on X: https://twitter.com/intent/follow?scr...-Follow Jim Bianco on LinkedIn: https://www.linkedin.com/in/james-bia...Subscribe to Bianco Research for the latest economic insights: https://www.biancoresearch.com/Connect with Hedge Fund Telemetry for more expert financial commentary: https://www.hedgefundtelemetry.com/
- Visa fler