Soar Financially, Released on 3/17/25

Jim Bianco joins me to discuss the game plan moving forward and what it means for the dollar, recession, and markets. We cover the impact of debt, interest rates, and economic policy, as well as how the current environment is shaping up. Tune in for insights on what to watch for in the months ahead.

00:00 – Intro
00:34 – Welcome & Guest Introduction
01:38 – What’s the Current State of the Economy?
03:28 – Trump’s Economic Strategy & Policy Shift
04:59 – Debt, Deficit & National Security Risks
06:22 – Can the Status Quo Hold?
10:38 – The Mar-A-Lago Accord Explained
13:11 – Tariffs, Inflation, and the U.S. Dollar Strategy
15:28 – Why Europe is Now Paying for Defense
19:01 – The Role of the Dollar in the Global System
24:18 – Is the U.S. Following Japan’s Economic Path?
26:52 – Trump’s Geopolitical Strategy: Who’s Getting the Bill Next?
30:35 – Why Interest Costs Are a National Security Concern
35:40 – Bond Market Outlook & Fed Rate Decision
40:33 – Are We Entering a Forced Recession?
45:03 – Shock Therapy: The Economy’s Detox Phase?
46:28 – Where to Find Jim Bianco
47:15 – Is the Mar-A-Lago Accord the Game Plan?
48:25 – Closing Thoughts & Outro

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).

  dollar, economy, inflation, investing, Jim Bianco, recession, stocks