WTFinance, Released on 1/22/25 (Recorded on 1/16/25)

During our conversation we spoke about the increasing volatility in the markets, what this means for the FED, why their first cut was a mistake, the dollar wrecking ball, Chinese desperation, Scott Bessent and more. I hope you enjoy!

0:00 – Introduction
1:29 – Increased volatility
3:26 – FED cut mistake
5:56 – Issue with duel mandate
8:26 – FED to pause?
10:43 – Dollar wrecking ball
12:40 – China is desperate
16:41 – Japanification of China?
18:51 – Risk of increasing rates?
21:41 – Combination of monetary & fiscal policy
23:36 – Incumbents getting voted out
25:36 – Yields coming back down?
29:16 – Yellen dampened long-term yields?
32:26 – Scott Bessent make changes?
35:46 – Monroe doctrine
37:26 – What does this mean for markets?
43:46 – The market is overvalued
46:16 – US sucking global liquidity
52:15 – One message to takeaway?

Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets. Prior to joining Arbor and Bianco Research, Jim was a Market Strategist in equity and fixed income research at UBS Securities and Equity Technical Analyst at First Boston and Shearson Lehman Brothers. He is a Chartered Market Technician (CMT) and a member of the Market Technicians Association (MTA). Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).

  economy, inflation, investing, Jim Bianco