Macro researcher Jim Bianco (@BiancoResearch), the president of Bianco Research, joins Julia La Roche again for a wide-ranging conversation on the macroeconomic environment.
In this episode, Bianco shares why he thinks we've seen a bottoming in inflation and that it will start to creep back up. He also explained why he doesn't see the Fed pivoting because the inflation rate is likely to be problematic. Elsewhere, Bianco explains why he's not necessarily in the recession camp.
0:00 Intro
1:00 Macro view
4:20 That’s not “TINA”
6:35 Unusual market performance this year
10:29 Thoughts on passive investing
14:00 On AI: Overhype the short-term, underestimate the long-term
18:00 Impact of AI on finance
25:05 Might not be in the recession camp
29:40 Did something already break?
32:34 Sticky inflation
36:00 Labor market is very different from what anyone thinks it is right now
43:00 Impact on cities, commercial real estate, public transportation
51:33 Regional bank risk
55:15 Energy
1:01:00 Parting thoughts
#077 Harold Bradley On The Danger ETFs Pose To The Stock Market
#076 Herb Greenberg On The 'Golden Era' Of Business Journalism
#075 Mike Maloney Sees An Economic Storm ‘Far Larger Than 2008’ Coming
#074 Bob Elliott: The Regional Banking Crisis Is A Policy Problem
#073 Chris Whalen On First Republic Collapse And Why More Banks Will Fail
#072 Christopher Zook: A Recession Is Coming And It’s Going to Be Deeper and Longer Than People Think
#071 ‘The Patriot Economy’: Omeed Malik On The Rise Of A New Economy In Response To ESG
#070 Axel Merk On Why Banks Are 'The Big Elephant In The Room'
#069 Joseph Wang On Why A Decade Of Persistently High Inflation Is Ahead
#068 Ray Dalio On Where We Are In The Changing World Order
#067 Jeff Snider: Markets Are 'Screaming Bloody Murder' And Are Hedged For A 2008-Style Scenario
#066 Bethany McLean On The Rise Of Legal Fraud
#065 Mark Yusko: We Are On The Precipice Of The Global Financial Crisis II
#064 DoubleLine's Ken Shinoda On Macro, Housing, And The Opportunities In MBS
#063 Jonathan Boyar On Finding Value During Uncertain Times
#062 Jim Rickards: ‘Are You Kidding Me? This Is The Biggest Bailout In History’
#061 Willem Middelkoop On SVB Collapse, The Big Reset, And The Financial Endgame
#060 Tom Lee On Why Stocks Are Already In A New Uptrend
#059 Larry McDonald: We've Permanently Come Into A New Higher Interest Rate Regime And Trillions Are Currently Misallocated
#058 'Lunatic Farmer' Joel Salatin On The Only System That Can Ultimately Feed The World
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