Jack Farley hosts Jim Bianco of Bianco Research, Mark Yusko of Morgan Creek Capital, and Jurrien Timmer, Director of Global Macro at Fidelity Investments, for a panel on whether the near-term macro situation will be a headwind or tailwind for crypto.
Filmed on September 12, 2023, at Blockworks' Permissionless II in Austin, Texas.
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Jul 3
The AI Trade Is Finally Cracking | Weekly Roundup
Markets can look strongest just before their underlying assumptions begin to crack. This week, we examine whether the AI-led growth narrative is beginning to unravel as positioning, macro data, and market structure all shift at once. We discuss the AI momentum unwind, yen interve ... Show More
46m 44s
Jun 29
How To Trade The New Warsh Fed | Bob Sheehan
Markets may be entering a fundamentally different monetary regime under Kevin Warsh. This week, Bob Sheehan of Lighthouse Macro joins to explain why the Fed's evolving framework could reshape how investors interpret policy, economic data, and market pricing. We discuss the end of ... Show More
45 m
Jun 26
Is The Fed Panic Already Fading? | Weekly Roundup
The Fed scare that dominated markets may already be losing momentum. Now investors are asking what comes next as the AI trade, inflation picture, and market leadership evolve. This week, we break down why the Fed may be nearing the end of its hiking cycle, how AI investment is re ... Show More
59m 55s
Jun 2023
MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI
<p>MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement, the Fed’s hawkish pause, where rates and stock prices are headed, and much more. <a href='https://bit.ly/3Cy5V84'>https://bit.ly/3Cy5V84</a></p>
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1h 6m
Aug 2024
Recession or slowdown? Navigating uncertainty
<p class="p1">Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, hosts Jonathan Butler, Head of European Leveraged Finance and Co-Head of Global High Yield Strategy at PGIM Fixed Income, to unpack the global leveraged finance market. They discuss central bank policies, ... Show More
11m 40s
Dec 2022
MacroVoices #354 Jim Bianco: CPI, FOMC, China & More
<p>MacroVoices welcomes Bianco Research founder Jim Bianco to the show to discuss the latest CPI data and Federal Reserve statement and press briefing. Then we’ll get Jim’s insights on news most people missed: China’s announcements that they’ll stop reporting COVID case counts, a ... Show More
1h 20m
Sep 2024
MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory
<p class="p1">MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. They’ll discuss why Jim thinks the Fed has become political and risks a policy error, they also cover long-term inflationary trends, the role of precious metals in today's economy, and more. < ... Show More
1h 10m
May 2024
MacroVoices #430 Jim Bianco: Rate Hike On Deck
<p class="p1">MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. <a href='https://bit.ly/3x7wP7E'>https://bit.ly/3x7wP7E</a></p>
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1h 9m