Episode 13: Jim Bianco, CMT

Is the Fed raising rates in 2022?  What will happen to equities? What is an NFT and why should I care? How can I hedge my portfolio against inflation? Answers to each of these questions and many more are covered in this month's interview. In the kickoff to season #2 of Fill the Gap, we are joined by one of the best macro strategists on the street – and a man who came close to being a Fed Governor himself! James Bianco, CMT is President of Bianco Research, L.L.C., an Arbor Research & Trading, LLC affiliate based in Chicago. Since November 1990, he has been a highly sought-after Fixed Income Strategist and macro market analyst. A longstanding member of the CMT Association and a familiar face in financial news media, Jim’s commentaries are primarily devoted to fixed income markets, and he places special emphasis on the money flow characteristics of primary dealers, mutual funds, hedge funds, futures traders, banks, and institutional investors.  Other topics he has researched include the effects of commodity prices on bond yields, how the ratio of the equity market’s capitalization as a percentage of the nominal gross domestic product affects price performance of the stock market, the role government regulation plays in determining inflation, how market performance affects mutual fund investors, the role politics plays in setting interest rates and measuring the stock and bond markets from a total return perspective. In this episode, we cover all of Jim’s specialties and take a look at the emerging asset class with a clear-eyed description of decentralized finance, the protocols underlying altcoins in the cryptocurrency market, and the proliferation of NFTs.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

Om Podcasten

Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, brings veteran market analysts and money managers onto a monthly podcast. These conversational sessions will explore interviewees’ investment philosophy, process and decision making tools. By learning more about key mentors, early influences and their long careers in financial services, Fill the Gap will highlight lessons our guests have learned over many decades and multiple market cycles. Join us in conversation with the men and women of Wall St. who discovered, engineered, and refined the discipline of technical market analysis to improve your own investment decision making and approach to markets.