Wealthion, Released on 4/16/25

In this interview with Wealthion’s Maggie Lake, Jim Bianco, President and Macro Strategist at Bianco Research, brings his incredible insights into what is happening in these volatile times is just what the investor needs. From what the bond market is really telling us, to why he thinks the Fed WON’T be coming to the rescue in the face of a potential recession. His 4/5/6 theory and why he thinks investing is now so much harder, everyone needs a wealth manager to help them navigate the markets going forward. What the dollar’s decline really means, the massive shift away from US assets and what he thinks investors should be looking to buy (hint: one is gold) and what they should be wary of (hint: one is AI). Plus, why the transactional nature of the country’s current tariff policy, may not be a bad thing.

00 Watch the Bond Market
4:00 Fed to the Rescue? Why a Recession is 50/50
7:20 Tariff Effects
10:00 Inflation Expectations
12:45 Are tariff’s actually deflationary?
15:20 The bond market, the center of the universe
21:30 Bonds Vs Equities and Jim’s 4/5/6 Theory
25:20 Investing getting harder- Why A wealth manager is the way to go
28:45 Can Us Tolerate Higher Interest Rates?
33:20 The massive shift away from US assets
36:40 What the dollar decline means
43:40 What should investors be buying?
46:45 What should investors be concerned about?

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, Fed, federal reserve, investing, Jim Bianco, recession, tariffs