Transcript
Introduction
Eric
My guest this week is Jim Bianco, the Founder and President of Bianco Research. Jim is a friend and well known on Wall Street for providing macro analysis since the '90s. He takes us through his unique perspective on the economy. We start with his contrarian view on interest rates, we then cover that changed the economy since COVID, such as remote work and the new consumer. We also talk about his new fixed income ETF, crypto, the Red Sea crisis and more. Please enjoy this conversation with Jim Bianco.
Interest Rates and Inflation
Jim, it's good to see you. I've gotten the pleasure of hanging out with you and chatting markets before. So I know this is going to be a lot of fun. You have a call that the 10-year treasury is going to 5.5%, and you've even joked that they might put this on your tombstone.