TalkingData

Simplify's Entering The Fall is a gathering of select financial and economic thought-leaders, innovators, and industry professionals to discuss the current investment outlook, product landscape, and regulatory backdrop. Speakers: - Jim Bianco, President at Bianco Research - Michael Green, Portfolio Manager & Chief Strategist at Simplify - Mike Kantrowitz, Chief Investment Strategist at Piper Sandler - Moderated by Demetri Kofinas, Founder and Host of Hidden Forces Podcast

Simplify's Entering The Fall is a gathering of select financial and economic thought-leaders, innovators, and industry professionals to discuss the current investment outlook, product landscape, and regulatory backdrop. Speakers: - Jim Bianco, President at Bianco Research - Michael Green, Portfolio Manager & Chief Strategist at Simplify - Mike Kantrowitz, Chief Investment Strategist at Piper Sandler - Moderated by Demetri Kofinas, Founder and Host of Hidden Forces Podcast

Simplify's Entering The Fall is a gathering of select financial and economic thought-leaders, innovators, and industry professionals to discuss the current investment outlook, product landscape, and regulatory backdrop. Speakers: - Jim Bianco, President at Bianco Research - Michael Green, Portfolio Manager & Chief Strategist at Simplify - Mike Kantrowitz, Chief Investment Strategist at Piper Sandler - Moderated by Demetri Kofinas, Founder and Host of Hidden Forces Podcast

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 today is Sam Rines of Arbor Data Science. Today Sam discusses all things currency. • Strength of the US Dollar • Battle of the Currencies • Trade Dynamics 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 gus.handler@arborresearch.com.

Will The Fed Signal An End To Rate Hikes? He discusses the Fed's policy after Friday's Wall Street Journal report. He talks about how the Fed's Daly says more hikes are necessary to reach a restrictive stance. He then examines the rise in treasury yields FVX, TNX, and TYX. He also goes over what's next in the Fed's rate hike plan.

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 today is Sam Rines of Arbor Data Science. Today Sam discusses a staple that has gone under the radar. • A Costly Cup • Biggest Producers • Changing Trends 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 gus.handler@arborresearch.com.

Jim Bianco of Bianco Research breaks down the market action. With CNBC’s Melissa Lee and the Fast Money traders, Guy Adami, Dan Nathan, Karen Finerman and Jeff Mills.

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 today is Jim Bianco of Bianco Research. Today Jim will answer the question what’s missing from the Fed’s argument? • Transitory Still Lives! • No Agreement at the Fed • Pivot talk will not stop 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 gus.handler@arborresearch.com.

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 today is Sam Rines of Arbor Data Science. Today Sam discusses what today's OPEC+ meeting means for the oil complex. • Production Cuts • Spare Capacity • Global Energy Crunch 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 gus.handler@arborresearch.com.

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 today is Jim Bianco of Bianco Research. Today Jim discusses the rise in the 10-year yield, and historically what that means for the stock market. • The 10-Year yield is up nine straight weeks • What happens next? • What does it mean? 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 gus.handler@arborresearch.com.

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 today is Sam Rines of Arbor Data Science. Today Sam gives us a rundown on social media and when unicorns crash. • The Role Social Media Plays • The Surge in Unicorns • Valuations 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 gus.handler@arborresearch.com.

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 today is Sam Rines of Arbor Data Science. Today Sam gives us his thoughts on the upcoming midterm elections and where markets should focus. • The Market’s Focus • Gasoline Matters • Consumer Sentiment and Political Views 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 gus.handler@arborresearch.com.

Jim Bianco joined BloombergTV on September 26th, 2022. Below are Jim's talking points: 1:17 - Are we going to keep repricing terminal rates until the end of the year? 2:37 - It's difficult to live with 4 or 5% interest rates for an extended period of time. 5:46 - Do we go back to the pre-COVID, zero interest rate environment? 6:57 - What breaks the positive correlation between bonds and stocks? 19:20 - Market environment in the UK.

Jim Bianco joins CNBC to discuss the global bond market and interest rates, and persistent inflation.

MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to revisit the inflation debate, and Jim says inflation isn’t going away any time soon. They also discuss the equity market outlook, precious metals, and much more. 00:00 Intro 00:38 Market Wrap 14:23 Feature Interview with Jim Bianco 57:58 Postgame - Did the Next Leg Down Begin?

Jim Bianco joins Oliver Renick to set expectations ahead of the Fed announcement Wednesday. He discusses bond yields and the effect that a baseline of 75bps rate hikes would have on the markets moving forward.