Talking Data Episode

Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets.
I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research.
Today Jim discuss the big picture on inflation and the economy.
· How is the Economy Performing vs Expectations?
· What Changed in 2020?
· What should we expect?
Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know.
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at [e-mail].

[@DorathyJoy]

Inflation hits people a lot harder than a crashing stock or housing market as it directly affects people's cost of living that people immediately feel the impact of. It's not surprising negative market sentiment is so high now. We really need help to survive in this Economy.

[@EddyAgnes-vy4kp]

I think I could really use more guidance to navigate the market, it is completely overwhelming, I've liquidated most of my assets and I could really use some advice on what best to invest into.

[@bernadofelix]

Your best option if you are unfamiliar with the markets is to seek advice or help from a consultant or investing coach. I know it sounds simple or generic, but talking to a consultant helped me stay afloat in the market and increase my portfolio to roughly 65% since January. For me, it's the best method to enter the market right now.

[@ScottKindle-bk3hx]

please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch with them?

[@bernadofelix]

Finding financial advisors like Melissa Terri Swayne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.

[@HectorWhitney]

Thanks for sharing, I just liquidated some of my funds to invest in the stock market, I will need every help I can get.

[@MrTigerStarX]

Possibly Jim's most relevant show so far in 2024.

[@jays9870]

Love the content; thank you for sharing

[@theinflationsituation8870]

You the man, JB!! Anybody that hangs with Gundlach is cool with me. 👍

[@snape57]

14:32 Bianco made me search the Sesame Street song on TH-cam 😂

[@JohnStaluppi4]

From my observation and historical market pattern, there might be a bit of turbulence in the market coming up, but here's the deal: Trying to guess what's going to happen next is less important than spreading your bets when trading and thinking long term. It's not about guessing the market's next move; it's about playing it smart and steady...managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Francine Duguay, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

[@JohnStaluppi4]

She often interacts on Telegrams, using the user-name...

[@JohnStaluppi4]

@FrancineDuguay .

[@FebesSchimpf]

She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing....

[@SimonRee454]

When someone is straight forward and good at what he or she does, people will always speak for them. To me I will say give Mrs Francine try and you will forever be happy that you did.

[@Valerie3Tytel]

Francine is a trader with a different approach entirely, I can't figure out how she does it, her strategies work the magic

[@andyanderson480]

The CC charge offs from
Banks is skyrocketing this spending will reach a top at some point

[@andyanderson480]

Doom spending

[@andyanderson480]

The middle and lower class will be destroyed with this sticky inflation over time

[@andrewh803]

doesn't play on my computer

[@andyanderson480]

Ppl are addicted to Starbucks 😂

[@seaniandp]

FROM 17:52 TO 18:11 JIM IS SOOOOOOOOOOOOOOOOOOO CORRECT!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:) AS I'VE SAID MANY TIMES ALREADY THAT THERE WILL BE NO RATE - CUT BUT RATE - HIKE BECAUSE DO THE MATH!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:) THIS YEAR ONLY US IS ISSUING +10T$+/- BONDS TO BORROW MONEY MEANS WHO ARE BUYING THE SUCH AMOUNTS OF BONDS? THE ANSWER IS NOBODY!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:) HOWEVER THE WORST PART IS THAT WHAT ABOUT NEXT YEAR? IT WILL BE EVEN MORE THAN 12T$ - +13T$ ASTRONOMICAL AMOUNTS OF T - BONDS ISSUING COMING MEANS HOW MUCH MONEY US GOVERNMENT CAN BORROW FROM ISSUING SUCH TREMENDOUS T$$$$$$$$$$ - DEBT? AT THE MOST +8T$+/- FROM 12.5T$+/- = (-)4.5T$ TO BE GOING THROUGH ' THE DEBT TO MONETIZATION' = THE MMT = SIMPLY SPEAKING MONEY PRINTING!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:) ----- > SO FED CAN CUT INTEREST RATE NEXT YEAR? OR THE YEAR AFTER NEXT YEAR? OR THE YEAR AFTER NEXT AND NEXT YEAR? < ------ MATHEMATICALLY THAT'S NOT POSSIBLE!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:)