In this episode, 42 Macro's Darius Dale and Jim Bianco of Bianco Research discuss macroeconomic trends, inflation dynamics, and bond market implications. Jim highlights the structural shifts post-2020, arguing that higher inflation and interest rates are the new norm, with the 40-year bond bull market now firmly over. They explore the risks of momentum-driven investing, potential mispricing in bond markets, and the role of AI in reshaping economic...
In this episode, 42 Macro's Darius Dale and Jim Bianco of Bianco Research discuss macroeconomic trends, inflation dynamics, and bond market implications. Jim highlights the structural shifts post-2020, arguing that higher inflation and interest rates are the new norm, with the 40-year bond bull market now firmly over. They explore the risks of momentum-driven investing, potential mispricing in bond markets, and the role of AI in reshaping economic expectations. The conversation also touches on DeepSeek’s breakthrough in AI, its potential disruption of the Mag 7 tech dominance, and its broader implications for financial markets.
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