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 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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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
57:56 Positioning the Portfolio
1:00:11 A Centralized Metaverse
1:07:25 Closing & Disclaimers
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Bond Market Thread:
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