Inflation, The Fed, & Macro Markets | Jim Bianco
The Fed has made a big pivot in 2022, but what does that mean for markets? How aggressive does the Fed need to be to fight inflation? With the shift from Quantitative Easing to Quantitative Tightening, how are risk-on assets treated differently from...
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Show Notes
The Fed has made a big pivot in 2022, but what does that mean for markets? How aggressive does the Fed need to be to fight inflation?
With the shift from Quantitative Easing to Quantitative Tightening, how are risk-on assets treated differently from risk-off assets? What's going on with the bond market?
Jim Bianco is a seasoned investor, market commentator, and President of Bianco Research. With a sharp view of the past, present, and future, we ask him all these questions in order to know... is the world collapsing?
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------ Topics Covered:
0:00 Intro 6::00 Jim Bianco's Back! 9:17 The Bond Market Got Killed 14:50 Inflation is a Problem 18:53 The Fed's Perspective 27:02 Signaling and Fedspeak 30:04 Transitory vs Reality 34:50 Rock and a Hard Place 43:08 What Should You Pay Attention To? 48:00 Crypto & Expecations 53:20 Deflation? 57:56 Positioning the Portfolio 1:00:11 A Centralized Metaverse 1:07:25 Closing & Disclaimers
------ Resources:
Jim on Twitter: https://twitter.com/biancoresearch?s=20
Bianco Research: https://www.biancoresearch.com/free-trial/?source=TWTR
Bond Market Thread: https://twitter.com/biancoresearch/status/1480245516009152513?s=20
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