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
#057 Milton Berg: How To Spot ‘Turning Points’ In The Markets
#056 Sam Burns On Being More Bullish On Equities In At Least A Year
#055 Jim Grant: Disinflation For The Short Run, Inflation For The Long Run
#054 Ted Oakley: A Long Way To A Normalized Investing Environment Post ‘Super Bubble’
#053 Michael Howell On How Liquidity Drives Markets And Where We're Likely Headed
#052 James Lavish: We're Walking A Very Thin Tightrope Over A Cliff
#051 Peter Boockvar On The 'Death By A Thousand Cuts' Economy
#050 Cullen Roche On Macro Outlook And Housing Risks
#049 You're Going To Be Working Until You're 85 Or 90 | Ric Edelman
#048 Carol Roth On How The Government And The Fed Created The Largest Wealth Transfer In History
#047 Joe Fahmy On Why Biotech Will Outperform The Broader Market In 2023
#046 Whitney Tilson On Avoiding The 5 Calamities That Can Ruin You
#045 Caleb Franzen: The Fed Is Being Challenged By Ongoing Labor Market Dynamics
#044 Standing Up to the Woke Mob and Walking Away From $1 Million: Jennifer Sey's Story
#043 Jon Hilsenrath On Treasury Secretary Janet Yellen And Navigating An Era Of Upheaval
#042 MEGATHREATS: 'Dr. Doom' Nouriel Roubini's Scariest Prediction
#041 Jim Bianco: Recession Has Become The New Bull Story On Wall Street
#040 Tom Thornton On Why We Might See True Capitulation In The Markets In 2023
#039 Stephanie Link On The Fed, Markets, And Working With Jim Cramer
#038 ‘Art & Equity’ With Blythe Masters, Brett Redfearn, Elizabeth Von Habsburg, and Carlos Domingo
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