Real Vision, Released on 5/21/24

Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss the ongoing rally in equities and crypto, why Nvidia earnings are as important as CPI and payroll numbers, where rates are heading, and what’s driving the spike in crypto.

00:00 – Intro
01:10 – Jim’s Views On The Move In Stocks
04:10 – Nvidia Earnings
06:20 – The “New” 60/40 Portfolio
13:00 – Inflation
16:40 – Outlook On The Economy
21:00 – Crypto: Ethereum Surge & Regulation
25:45 – Bitcoin
32:00 – Will Solana Benefit From This Regulatory Shift?

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