Recession? The Fed Isn't Coming to the Rescue

In this interview with Wealthion's Maggie Lake, Jim Bianco, President and Macro Strategist at Bianco Research, brings his incredible insights into what is happening

in these volatile times is just what the investor needs. From what the bond market is really telling us, to why he thinks the Fed WON'T be coming to the rescue in the face of a potential recession. His 4/5/6 theory and why he thinks investing is now so much harder, everyone needs a wealth manager to help them navigate the markets going forward. What the dollar's decline really means, the massive shift away from US assets and what he thinks investors should be looking to buy (hint: one is gold) and what they should be wary of (hint: one is AI). Plus, why the transactional nature of the country's current tariff policy, may not be a bad thing.

Chapters

00 Watch the Bond Market

4:00 Fed to the Rescue? Why a Recession is 50/50

7:20 Tariff Effects

10:00 Inflation Expectations

12:45 Are tariff’s actually deflationary?

15:20 The bond market, the center of the universe

21:30 Bonds Vs Equities and Jim’s 4/5/6 Theory

25:20 Investing getting harder- Why A wealth manager is the way to go

28:45 Can Us Tolerate Higher Interest Rates?

33:20 The massive shift away from US assets

36:40 What the dollar decline means

43:40 What should investors be buying?

46:45 What should investors be concerned about?

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Published on 2 months, 2 weeks ago

Podcast Episode Details

Recession? The Fed Isn't Coming to the Rescue