Soar Financially, Released on 6/16/26 (Recorded on 6/15/26)

Jim Bianco joins Soar Financially to discuss the AI boom, inflation, bond markets, Fed policy, and why he believes AI could become more transformative than the internet. He explains why the stock market is increasingly driven by AI, what investors are missing, and why the bond market may be sending a very different message than stocks.

Timestamps (AI generated)
00:00 Middle East Deal
02:31 Oil Market Impact
04:41 Inflation Debate
05:54 AI Driving Markets
07:24 Early AI Cycle
10:53 Paying More For AI
13:20 AI And Productivity
14:57 Inflation Or Deflation
17:25 AI And Inequality
20:30 Fed Meeting Outlook
23:26 ECB Rate Hikes
26:00 Inflation Metrics
29:18 Bond Market Signals
32:58 Investment Opportunities
36:21 Investor Expectations

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).

  federal reserve, gold, inflation, investing, Jim Bianco