Topics discussed:
The uniqueness of the 2020 financial crisisHow the Federal Reserve has been aggressively manipulating the bond marketsThe Wealth Effect' vs free marketsThe current retail stock market 'mania'The only group who can bring bond markets down: The Bond Market VigilantesThe scale and risk of the Federal Reserve's borrowing and money printingImplications of the recent, wild price swings in OilHow the Corona Virus may have accelerated trends that were already beginning to occurHow the future may be bright, but the journey to get there may prove to be difficultJim's thoughts on how to be positioned for the times aheadJim 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. Prior to joining Arbor and Bianco Research, Jim was a Market Strategist in equity and fixed income research at UBS Securities and Equity Technical Analyst at First Boston and Shearson Lehman Brothers. He is a Chartered Market Technician (CMT) and a member of the Market Technicians Association (MTA). Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).