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18 of The Best Podcast Episodes for Jim Bianco. A collection of podcasts episodes with or about Jim Bianco, often where they are interviewed.

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18 of The Best Podcast Episodes for Jim Bianco. A collection of podcasts episodes with or about Jim Bianco, often where they are interviewed.

Updated daily with the latest episodes

A market destined to go higher - Jim Bianco joins Alpha Trader

Alpha Trader
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This week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Jim Bianco, president of Bianco research.

Prior to the chat with Bianco, Task and Alpher note that equities continue to march higher (or at least hold their ground) in the face of a batch of disquieting headlines pointing to a renewed surge in COVID-19 infections. Task wonders if the so-called "second wave" and the upcoming election might keep the market in a trading range for a few months.

Jim Bianco wasn't too surprised by the bounce from the March lows, particularly given the Fed's unprecedented efforts to support markets. The size of the equity bounce and the Fed's doubling down on what was already massive action took him by surprise though. And last week, Bianco made news by fully embracing this bull move.

Not making enough news last week, says Bianco, was the fancy legal footwork the Fed had to go through to enable its program to purchase individual corporate bonds. To Bianco, it shows the central bank will stop at nothing to support markets - including the purchase of stocks should the need arise.

As to where this ends, Bianco wonders if it ever will, noting nothing was ever really wound down from the post-global financial crisis interventions. How far have we come? Quantitative easing (QE) was thought of as completely radical when it was announced nearly a decade ago, but today it's considered par for the course, and in use by major central banks across the globe.

Finally, Bianco suggests the result to all this will be rising inflation in 2021 and beyond. Interestingly, this doesn't make him a gold (or crypto) bug. The hope of bulls in both assets - that they're a hedge against monetary disrupt - hasn't played out. Thanks to ETFs, gold (XAUUSD) has been financialized, he says. And thanks to the need to at some point shift crypto to dollars, Bitcoin (BTC-USD) is financialized as well. The result: The fortunes of both are at least somewhat dependent on the financial markets. He reminds that both gold and Bitcoin crumbled alongside stocks in the March meltdown, and both recovered as equities recovered.

Jun 23 2020

34mins

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We've heard it over and over again, Covid-19 has plunged us into a crisis like none other we’ve experienced in our lifetime. Although it is primarily a public health issue, it is also having a major impact on the global economy and financial system. Many businesses have been forced to shut down sparking debates on whether this is supply or demand shock.

Wall Street proclaims that any increase in economic activity is a good sign. However, Jim Bianco, President and Macro Strategist at Bianco Research, says a return to 90% of pre-crisis level will still not be enough to recover. Bianco Research is a Chicago-based firm that provides research and analysis for institutional finance. Jim started to take serious notice of the Covid-19 outbreak back in January. Since then he has been sharing his views on the long- term, macroeconomic consequences of the pandemic. He brings an enormous amount of clarity and insight into this issue.

Topics covered in this episode:

  • Jim’s background on Wall Street and how he transitioned into research
  • Why he was so early to talk about the pandemic and the crisis
  • The lessons learned from this pandemic and what’s next
  • What long-term economic and societal trends we can expect
  • The FED: their response, the effects on the economy and where we go from here
  • Jim’s views on UBI and the legitimacy of taxes if states can just print money
  • The US debt problem caused by the slowing of international trade
  • The US dollar as a reserve currency and how it could be displaced
  • The prospect of crypto-based reserve currencies and the disruption of central banks
  • How close are we to Crypto and Bitcoin becoming an asset class in the traditional finance system
  • Jim’s visions for the post virus world

Episode links:

Sponsors:

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This episode is hosted by Sebastien Couture & Brian Fabian Crain. Show notes and listening options: epicenter.tv/342

Jun 02 2020

1hr 20mins

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Why Fed Yield Curve Control Is Price Fixing: Jim Bianco

P&L With Paul Sweeney and Lisa Abramowicz
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Jim Bianco, Founder of Bianco Research, on why markets are more hope than reality. Nathan Sheets, Chief Economist for PGIM Fixed Income, on why he's cautiously optimistic the U.S will avoid long-term damage. Leland Miller, CEO of China Beige Book International, discusses why the China trade deal is on its last legs. Hosted by Lisa Abramowicz and Paul Sweeney.

May 29 2020

22mins

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Jim Bianco (Bond/Macro Expert, FinTwit LEGEND!)

The Rebel Capitalist Show
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Jim Bianco reveals insiders secrets 👉 YOU CAN'T AFFORD TO MISS! 👈 We discuss inflation, deflation, negative interest rates, and how even if the economy comes back by 90% it still means a massive recession.

As always, The Rebel Capitalist show helps YOU learn more about Macro, Investing, Entrepreneurship AND Personal Freedom. If you're interested in investing, personal freedom, and the future of the economy this is a MUST LISTEN episode!

May 19 2020

1hr 7mins

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Jim Bianco on the Market Crisis and the Fed

Masters in Business
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Bloomberg Opinion columnist Barry Ritholtz speaks with Jim Bianco, president and macro strategist at Bianco Research LLC. In addition to having spent nearly 20 years with Bianco Research, he is a Chartered Market Technician (CMT) and a member of the Market Technicians Association (MTA). 

May 08 2020

1hr 8mins

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Hot Topic #14: Crude Oil BLACK SWAN ALERT with Jim Bianco

Macro Voices
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The two guys who predicted the Coronavirus Pandemic back in January, Jim Bianco and Erik Townsend say there could be another crisis brewing in the Crude Oil Market!

Link: https://bit.ly/2zuF2ok

Apr 27 2020

51mins

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#272: Jim Bianco on The Potential Separation of State and Money

The Pomp Podcast
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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. In this conversation, Anthony and Jim discuss the current state of the economy, how monetary policy decisions will drive future movements in the financial markets, and why Jim believes the next global reserve currency will be a cryptocurrency. 

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Apr 17 2020

1hr 20mins

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Nationalizing the markets - Jim Bianco talks with Alpha Trader

Alpha Trader
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This week's Alpha Trader features hosts Aaron Task and Stephen Alpher talking with Jim Bianco of Bianco Research about the "nationalization" of large swaths of the financial markets.

Prior to the chat with Bianco, Task and Alpher mull the major bounce in stocks over the past few sessions. They note that the bear markets of 2000-2002 and 2007-2009 had any number of "face-ripping" rallies, only to reverse and make new lows shortly after. The easy call for now is that this too is another face-ripper, but Task reminds that we've seen plenty of historic moves this year. It's probably not likely, but maybe the trillions being thrown around by the Fed and the government did help put the bottom in last Monday.

In case anyone forgot, Bianco reminds that the Fed is only allowed to buy securities directly guaranteed by the federal government. What's unique about the current rescue plan is the central bank's move to buy investment-grade corporate bonds and ETFs that mostly hold such bonds. How? By creation of a special purpose vehicle which the Treasury has capitalized, and the Fed has made financing available to.

So here we are. What started in 1987 - when Alan Greenspan ended the crash by stating the Fed's willingness to support markets - has progressed over the years to the point where now the central bank (in conjunction with the Treasury) has had to more or less nationalize financial markets in order to stop the bleeding.

Any number of market watchers over the past thirty years have looked at exploding government deficits, and come away bearish on bonds. Jim Bianco isn't one of them. The massive stimulus program this time around, however, might have Bianco changing his tune. The new spending alone is going to make the current $1T deficit seem puny, and if it happens to work - if the economy gets moving again - we're bound to see some move higher in inflation.

Mar 31 2020

39mins

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Jim Bianco on Policy Responses to the Coronavirus: Details, Implications, and Concerns Moving Forward

Macro Musings with David Beckworth
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Jim Bianco, of Bianco Research, joins Macro Musings to discuss the latest on the economic impact from the coronavirus. David and Jim discuss the details and implications of the $2 Trillion Relief bill, the possibility of higher inflation, renewed threats to Fed independence, and implications for the Eurozone.

Transcript for the episode can be found here: https://www.mercatus.org/bridge/tags/macro-musings

Jim’s Twitter: @biancoresearch

Jim’s Bloomberg archive: https://www.bloomberg.com/opinion/authors/ABvwE0aTOvg/jim-bianco

Related Links:

*The Fed's Cure Risks Being Worse Than the Disease* by Jim Bianco

https://www.bloomberg.com/opinion/articles/2020-03-27/federal-reserve-s-financial-cure-risks-being-worse-than-disease

David’s blog: macromarketmusings.blogspot.com David’s Twitter: @DavidBeckworth

Mar 30 2020

1hr 1min

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MacroVoices #211 Jim Bianco: COVID-19 & Risk Parity Unwind - What's next for markets?

Macro Voices
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MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to talk about the impact of COVID-19 on the economy and markets, the systemic risks to markets and impact on dealers & more. Then Kevin Muir joins in the postgame to talk about the imploding risk parity. 

Link: https://bit.ly/2wdj5ZW

Mar 19 2020

1hr 35mins

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