Jim Bianco: No Recession, No Landing

Jack interviews Jim Bianco of Bianco Research at Blockworks’ Permissionless event in Austin. Filmed on September 12, 2023. Follow Jim Bianco on Twitter https://twitter.com/biancoresearch Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ _____ Timecodes: (00:00) Introduction (03:29) No Rate Cuts If Oil Prices Stay High (06:28) Jim Bianco: The Recession Already Happened In 2022 (15:11) What Is Appropriate Level On Interest Rates (And Bond Yields) For U.S. Economy? (24:59) A "Garden Variety Recession" Hasn't Occurred In Many Decades (33:28) Household's And Corporates' Terming Out Of Debt In 2020 (34:41) Mortgage Market Is Hurting Banks (42:55) Fixed-Income Outlook: Duration Vs. Credit (45:37) Jim Bianco: Macro Will Be A Headwind For Crypto (51:54) Increased Regulatory Scrutiny For Crypto

Om Podcasten

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.