Monetary Matters with Jack Farley, Released on 10/16/24 (Recorded on 10/14/24) Jim Bianco of Bianco Research and Bianco Advisors joins Monetary Matters to share his views on inflation, the labor market, and bonds. Bianco argues that the reason the unemployment rate has gone up is because the large amount of immigration into the U.S. has […]
Market Ticker, Released on 8/3/24 Karl Denninger is an American technology businessman, finance blogger, and political activist, sometimes referred to as a founding member of the Tea Party movement. His website is The Market Ticker.
Rebel Capitalist, Released on 8/2/24 George Edward Gammon is an American real estate investor and entrepreneur. He produces and stars in a popular YouTube Channel. Prior to 2012, George started, owned, and operated multiple businesses ranging from conventions to advertising. The last growing to 24 million in annual revenues and over 100 employees. After 12 […]
Eurodollar University, Released on 8/1/24 A whole bunch of bad data, much of it focused on deterioration in the US labor market (pre-July payrolls). That unleashed huge swings in rates markets and forward rates. One reason for all this is the historical pattern is perfectly clear. What we’re seeing right now happens EVERY TIME. No […]
The David Lin Report, Released on 5/22/24 Danielle DiMartino Booth, CEO of QI Research, discusses how the economy has reached a “critical mass” of unemployment and labor market deterioration. 0:00 – Intro 1:30 – Recession landed 3:00 – Birth-death model 4:30 – Nonfarm payrolls 7:34 – Fed and rate cuts 12:10 – Refi risks and […]
