How is immigration impacting the housing market? What should we expect from inflation in the coming years? In this episode, Josh welcomes Jim Bianco, president of Bianco Research and widely respected macro strategist, to dive into these pressing financial questions. With Jim’s decades of experience in challenging traditional market views, this episode brings an insightful discussion on the real estate market, inflation, and central bank policies. Josh and Jim Bianco challenge the mainstream view on inflation, with Jim making a compelling case for why it will be more persistent than expected, driven by key factors such as housing shortages and large-scale immigration. The two explore the implications of central bank policies, the risks tied to recent rate cuts, and the impact of global economic policies like those in China. We also take live callers who ask about the future of bonds, investment strategies, and whether the U.S. stock market can sustain its bullish trend amid rising interest rates and inflation concerns. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!