The Julia La Roche Show, Released on 1/9/24 Jim Bianco, president of Bianco Research, returns to The Julia La Roche to share his macroeconomic outlook, his call for 5.5% on the 10-year Treasury, impact on the stock market, inflation, the US debt situation, and the approval of a Bitcoin spot ETF. 00:00 Introduction and macro […]
Real Vision, Released on 1/4/24 Tavi Costa, member and macro strategist at Crescat Capital, joins Maggie Lake to discuss the implications of a bounceback in bond yields, the market’s response to some strong payroll numbers and consumer data, and how he’s positioning for the months ahead. Tavi Costa is a partner and portfolio manager at […]
Grant’s Interest Rate Observer Podcast, Released on 12/1/23 (Recorded on 11/22/23) 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 […]
CNBC, Released on 11/30/23 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. […]
The David Lin Report, Released on 11/15/23 (Recorded on 11/14/23) Lyn Alden, Founder of Lyn Alden Investment Strategy, discusses the current macroeconomic situation in the U.S. and in the emerging markets. 0:00 – Intro 1:30 – Bond market and economy 15:56 – Emerging markets 20:33 – Bitcoin 26:35 – Broken Money Lyn Alden is the […]
Bianco Research, Released on 11/16/23 Today Jim discusses the big drop in yields after last week’s refunding announcement. · Why look at TLT? · What are volume and flows telling us? · How about the options market? · What does it all mean? Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since […]
DoubleLine Capital, Released on 11/15/23 (Recorded on 11/11/23) With DoubleLine Portfolio Manager Ken Shinoda, DoubleLine CEO Jeffrey Gundlach reviews the surprises of 2023; shares macro, market and political scenarios for 2024; and favors a mix of low-risk, low-duration credit at attractive yields with U.S. Treasuries. The discussion occurred Nov. 11, 2023. Jeffrey Gundlach is the […]
The Daily Gold, Released on 11/14/23 We update the secular trends and show with history how the new secular bear market in bonds likely leads to a secular bear market in stocks and then last, the US Dollar. 0:00 Intro 0:05 Secular Trends 5:45 History of 10-Year Yield Jordan Roy-Byrne, CMT is a Chartered Market […]
