Talking Data podcasters Jim Bianco, founder and CEO of Bianco Research, and Samuel Rines, of Arbor Data Science, both attended "Camp Kotok" at Leen?s Lodge in eastern Maine.... Read More
In the latest installment of Talking Data, Jim discusses why the ongoing bank walk matters.... Read More
In the latest installment of Talking Data, Jim discusses the stock market rally and why other markets aren't following suit.... Read More
In the latest installment of Talking Data, Jim discusses inflation and its base effect.... Read More
In the latest installment of Talking Data, Jim discusses the a potential liquidity squeeze as the Treasury ramps up issuance. ... Read More
In the latest installment of Talking Data, Jim discusses the debt ceiling and the real x-date. ... Read More
In the latest installment of Talking Data, Jim discusses the the deposit flight from banks and the debt ceiling. ... Read More
In the latest installment of Talking Data, Jim discusses the potential for a credit crunch in the near future. ... Read More
In the latest installment of Talking Data, Jim discusses what we have learned from the current banking crisis.... Read More
In the latest installment of Talking Data, Alex discusses how 0DTE options are trading and where the risk lies. ... Read More
In the latest installment of Talking Data, Jim discusses the Fed's rate hike cycle and how far they might go.... Read More
In the latest installment of Talking Data, Jim discusses the explosion of interest in 0DTE options.... Read More
In the latest installment of Talking Data, Jim discusses the debt ceiling. The market is not worried about it right now. Check back in May.... Read More
In the latest installment of Talking Data, Jim discusses the outlook for 2023. ... Read More
In the latest installment of Talking Data, Jim discusses inflation and the Fed. ... Read More
In the latest installment of Talking Data, Jim discusses the midterm election outlook.... Read More
In the latest installment of Talking Data, Jim discusses the Fed and their reactions to Nick Timiraos at the Wall Street Journal.... Read More
In the latest installment of Talking Data, Jim discusses the Fed's tightening campaign.... Read More
In the latest installment of Talking Data, Alex discusses valuations and market positioning.... Read More
In the latest installment of Talking Data, Greg discusses quantitative tightening.... Read More