Is there Pain Ahead for Bond Bulls? With Jim Bianco

The benchmark 10-yr treasury rate climbed back above 4% following last week's stronger than expected monthly employment number. How much higher can rates go? Maggie Lake sits down with Jim Bianco, President of Bianco Research to talk about the outlook for growth and inflation. Are bond bulls pricing in too much easing from the Fed? What do higher rates mean for equities? They also discuss China's latest stimulus efforts and the outlook for Bitcoin.

00:00 - Intro

We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

#stockmarket #jobsreport #macro #economy #inflation #fed #marketanalysis #talkshow #bonds #ratecuts #gold #investing #assetallocation #uselection #oil #ratecuts #jobs #strike #podcast #bitcoin

[Howardmiller]

Sometimes it's difficult to make it in trading even with good tutorials as this many will struggle to make it.. not easy as it seems. I remember when I just got into crypto back in 2019 but later in 2020 I ended up selling it because I was dumb and I didn't understand it. I studied and learned and now I know how it works. Got back into crypto early in 2023 with 10k and I’m up with 328k in a short period of time

[gazoo]

It ONLY took THREE TRILLION dollars in deficit spending to have a stronger "economy". Government spending seems to be THE economy.

[asafgr]

great interview, but the difference in volume between Jim and Maggie was disturbing, i had to play all the time with the volume.

[djpolicy]

What an amazing show! Great recap. The analysis just hit all the right cords for me and makes sense. Thanks for what you do!

[Murphy]

Very appreciate of Maggie’s questions and Jim’s non word salad important answers!😊

[JohnInvest]

Love Jim Bianco, he is one of the guest that explains the markets really well and simple. Jim would be a great teacher!

[rof]

US is only handling higher rates due to government fiscal spending, which is basically USD debasement (according to Milton Friedman)

[DanielGrob-qp]

Always a pleasure to listen to Maggie interviewing great guests.
Yes, the different sound levels between Maggie and guests should be aligned, please.

[jeljel]

great interview! Let's get Tommy into the rotation. He was one of my favs

[bittram]

Great you can get these amazing guests. Jim is gold and you bring the beat interview style.

[retiredn]

BECAUSE BRANDON AND SKAMALA ARE LYING FOR LONGER ON ALL FRONTS !

[zipper]

Hey Maggie, your microphone is too loud. Please dial it down to your guest level. Thank you. Grear interview!

[hproberts]

Congrats on the great show and insightful content Maggie!

Really love your recent guests: Peter, Jared and Paulo all brilliant and all with different perspectives.

Some other great names I’d love to see on your show are Lyn Alden, Michael Howell and Brent Johnson.

Keep up the great work!

[gordpearson]

Thanks Maggie/JIm -- have always enjoyed Jim's perspectives on the issues!

[thewrightoknow]

Just discovered your podcast, you ask really great questions, I am now a subscriber!

[edwardkierklo]

Bianca is a very knowledgeable analyst with prescient observations. Worth following.

[richardcollinson]

So glad these briefings are back Maggie

[mlangbert]

Great conversation, very educational.

[claashielscher]

Great to see your channel grow Maggie! A fan from Germany!

[JapanReels]

Good to see your followers increasing!