Talking Data Episode #136: Why Do We Need Stablecoins?
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 commentators today are Jim Bianco and Alex Malitas of Bianco Research.
Today Jim and Alex will discuss stablecoins.
• Why do we have them?
• Why are they so important?
• What are the different kinds that exist?
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.
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Talking Data Episode #135: Power of the Dollar
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 will discuss the strength of the U.S. Dollar.
• The U.S. Dollar and its Peers
• Significance of a Strong Dollar
• What Really Matters?
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.
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Talking Data Episode #134: What is the Yield Curve Telling Us?
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 give an update on what the yield curve is telling us.
• The four states of the yield curve
• Which states are we in now and what does it mean?
• Inconsistent/mixed messages from the Fed
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.
Talking Data Episode #133: Sheltering in Place
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 will discuss the latest in the housing market and why regions matter.
• The Texas Tech Boom
• Coast to Coast Comparisons
• Winners in the Middle
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.
Talking Data Episode #132: Vegas and Vuitton
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 an update on the higher end consumer through luxury goods and travel to “spontaneous” places.
• Luxury Market vs Real World
• Leasing Takes a Hit
• What Does a Return to Vegas Tell Us?
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.
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Talking Data Episode #131: Bond Market Carnage Update
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 is going to give an update on the bond market carnage.
• Detail the Losses
• Positioning and Opinions Looking For a Low
• When Do Yields Peak?
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.
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Talking Data Episode #130: Canvasing Oil and Art
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 is going to explain why it might be worth watching Sotheby’s gavel.
• Oil’s Volatility
• Correlation to Other Asset Classes
• Why Art is Intriguing
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.
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Talking Data Episode #129: Pressure Mounting in the JGB Market
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 is going to discuss the biggest story that no one is talking about: the incredible pressure building in the Japanese Government Bond (JGB) and currency markets.
• The market is testing the Bank of Japan's Yield Curve Control. It is holding
• It is coming at a cost, the Yen is weakening fast
• What does it mean for US rates?
• How does this end?
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.
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Talking Data Episode #128: A Classic Car Story
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 will discuss the significance of the new, used and classic car marketplace.
· Forgotten Facts
· Why the Classic Car Market Matters
· A "Financialized" Consumer Product
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.
MacroVoices #319 Jim Bianco The Future of Decentralized Finance
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show for an interview entirely about Decentralized Finance and where it’s headed in the long run.
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Lead Lag Live Oil Prices Spike Before Recessions With Jim Bianco
Meanwhile, nearly every spike in Oil prices precedes a recession.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
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Talking Data Episode #127: Food and Inflation
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 will discuss food and inflation.
· Most Recognizable
· Impact of War in Ukraine
· Latest Search Trends
· Meat Prices Soar
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.
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Talking Data Episode #126: The 10-Year When the Curve Inverts
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 discuss the 10-Year when the curve inverts.
· What does inversion mean?
· What does history say?
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.
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Talking Data Episode #125: Bitcoin, Gold, and Somewhere to Hide
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 will discuss how Bitcoin and Gold have performed as inflation hedges and/or doomsday hedges.
· Where to Hide?
· Track Record
· Whatever it Takes
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.
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