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The New Regime People Don’t Want To Accept | Jim Bianco

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Manage episode 486784561 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Jim Bianco Jim Bianco returns to break down why the post-COVID economy has completely broken old models, how soft data continues to mislead markets, and why 5% yields are now the new normal. He explains why everyone got April wrong, what the return of bond vigilantes means for fiscal policy, and how the Fed is out of step with reality. They also dive into Trump’s tariff strategy, the collapse of DOGE, the global shift toward bill issuance, and more. Enjoy!

__

Follow Jim: https://x.com/biancoresearch

Follow Felix: https://x.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx

Subscribe to Milk Road: https://bit.ly/43EDdiW

Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv

__

Blockdaemon is the gateway to the decentralized economy, securing over $110B in digital assets for 400+ institutions with blockchain nodes, APIs, MPC wallets and vaults, and staking solutions.

Learn more: www.blockdaemon.com

Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information.

Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks

Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding.

Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on https://Ledger.com.

(00:00) Introduction

(01:26) People Just Don’t Get it

(04:44) The Narrative Market

(12:36) Ads (Blockdaemon, Ledger, Arkham, Milk Road)

(14:54) Trump Goals vs Reality

(21:01) Tariffs or Capital Controls?

(27:10) What is the Role of Monetary Policy?

(32:43) Ads (Blockdaemon, Arkham, Ledger)

(35:05) Rate Cuts vs Hikes

(42:22) Who’s Buying Bonds?

(50:46) The Short Duration Shift

(54:59) Gold & Bitcoin

(57:44) US vs RoW Assets

__

Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

  continue reading

503 episodes

Artwork
iconShare
 
Manage episode 486784561 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Jim Bianco Jim Bianco returns to break down why the post-COVID economy has completely broken old models, how soft data continues to mislead markets, and why 5% yields are now the new normal. He explains why everyone got April wrong, what the return of bond vigilantes means for fiscal policy, and how the Fed is out of step with reality. They also dive into Trump’s tariff strategy, the collapse of DOGE, the global shift toward bill issuance, and more. Enjoy!

__

Follow Jim: https://x.com/biancoresearch

Follow Felix: https://x.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Follow Blockworks: https://twitter.com/Blockworks_

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx

Subscribe to Milk Road: https://bit.ly/43EDdiW

Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv

__

Blockdaemon is the gateway to the decentralized economy, securing over $110B in digital assets for 400+ institutions with blockchain nodes, APIs, MPC wallets and vaults, and staking solutions.

Learn more: www.blockdaemon.com

Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information.

Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks

Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding.

Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on https://Ledger.com.

(00:00) Introduction

(01:26) People Just Don’t Get it

(04:44) The Narrative Market

(12:36) Ads (Blockdaemon, Ledger, Arkham, Milk Road)

(14:54) Trump Goals vs Reality

(21:01) Tariffs or Capital Controls?

(27:10) What is the Role of Monetary Policy?

(32:43) Ads (Blockdaemon, Arkham, Ledger)

(35:05) Rate Cuts vs Hikes

(42:22) Who’s Buying Bonds?

(50:46) The Short Duration Shift

(54:59) Gold & Bitcoin

(57:44) US vs RoW Assets

__

Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

  continue reading

503 episodes

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