Description
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.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes:
(00:00:00) Welcome to Making Markets
(00:03:06) First Question - Predictions on the Future of Interest Rates
(00:07:24) The Impact of Global Events on Inflation
(00:11:03) The Influence of Housing Inflation on the Economy
(00:17:04) The Impact of Remote Work on the Economy
(00:28:45) Attitude Changes on Spending and Inflation
(00:30:48) The Concept of Revenge Travel
(00:31:53) The Role of Stimulus Checks in the Economy
(00:34:04) The Shift in Investment Strategies
(0042:01) The Creation of the Bianco Research Total Return Index
(00:51:32) The Potential of Cryptocurrency and Blockchain
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