Jim Bianco: The New Normal
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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. ----- This episode is brought to you by 10 East. 10 East is a platform where qualified investors can co-invest on a deal-by-deal basis across private equity, private credit, real estate ventures, and other one-off opportunities typically unavailable through traditional channels. It's no surprise that founders, executives, and portfolio managers from leading investment firms are using 10 East to diversify their personal portfolios. Their level of sourcing and diligence is institutional grade. To learn more, check out 10east.com. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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