Inflation Is Back As Economy Strengthens with Jim Bianco

Interview recorded - 16th of January, 2025

On this episode of the WTFinance podcast I had the pleasure of welcoming back Jim Bianco. Jim is the is President and Macro Strategist at Bianco Research, L.L.C.

During our conversation we spoke about the increasing volatility in the markets, what this means for the FED, why their first cut was a mistake, the dollar wrecking ball, Chinese desperation, Scott Bessent and more. I hope you enjoy!

0:00 - Introduction
1:29 - Increased volatility
3:26 - FED cut mistake
5:56 - Issue with duel mandate
8:26 - FED to pause?
10:43 - Dollar wrecking ball
12:40 - China is desperate
16:41 - Japanification of China?
18:51 - Risk of increasing rates?
21:41 - Combination of monetary & fiscal policy
23:36 - Incumbents getting voted out
25:36 - Yields coming back down?
29:16 - Yellen dampened long-term yields?
32:26 - Scott Bessent make changes?
35:46 - Monroe doctrine
37:26 - What does this mean for markets?
43:46 - The market is overvalued
46:16 - US sucking global liquidity
52:15 - One message to takeaway?

Jim Bianco is President and Index Manager at Bianco Research Advisors. He is also the President of Bianco Research LLC. 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.

Jim appears regularly on CNBC, Bloomberg, and Fox Business, and is often featured in the Wall Street Journal, Bloomberg News, Grants Interest Rate Observer, and MarketWatch. Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).

Jim Bianco:

Research: www.biancoresearch.com/visitor-home/
ETF: www.biancoadvisors.com/
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LinkedIn: www.linkedin.com/in/james-bianco-117619152/

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Thumbnail image from - www.marketwatch.com/story/powell-will-have-to-push…