42 MACRO PRO TO PRO with Jim Bianco | REPLAY | January 28, 2025

This month's Pro to Pro is with Jim Bianco, President nd Macro Strategist of Bianco Research, LLC.
About Jim Bianco:
Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking.
In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets.

[@miguelleiva897]

My two Allstars are on the same team and doing an interview together. What a treat.👍

[@stevenreddick903]

Two great minds! Great to watch!

[@morry040]

An excellent conversation between two of my favourite macro advisors!

[@lanebarker297]

First 10min is an advertisement

[@Galaxie00]

Give Michael Howell credit for the term premia statement miss pricing, also its wonkish.

[@karlbork6039]

Bonds are beautiful. Wheel TLT and make 15%.

[@buckfever4721]

Current Debt to GDP is a drag, unlike prior periods.

[@sparshparimoo]

Why am I getting emotional about Jim bro doing well?

[@mr.q8023]

I wouldn’t take them at their word. Turns out they had 50,000 of the gpu’s they aren’t supposed to have. Which means it cost way way way more to accomplish than what they’ve said.

[@johngardner397]

Tariffs anyone?

[@mikeplaced3111]

Not listening to Jim's points, promotion of 42 narratives, Jim was always polite never pushing, except for Trump tariffs.

[@BorselinoThadchack]

funny...the 42 macro guy looks either like he is seduced by what Bianco is say or a deer in the headlights.