Jim Bianco
17
MENTIONS
16
EPISODES
14
PODCASTS
Search complete. 17 mentions across 16 episodes found for "Jim Bianco".
Oct 2, 2026
John StepekHOST
... putting some money into.
John StepekHOST
Jim Bianco, who's a, who's a US commentator, but somebody who's very kinda downbeat on bonds this week tweeted out that he was, you know, he thought treasuries offered a big enough yield here to stick money in and it was like a nice cushion.
John StepekHOST
And obviously the US is very different to the UK.
Merryn Somerset WebbHOST
Yeah, but he's talking about treasury yields.
David HoffmanHOST
Um, does that mean, like, catastrophically this messes with everything in the whole world? I'm, I'm not totally convinced.
David HoffmanHOST
Uh, I was listening to the, Jim Bianco on his recent podcast.
David HoffmanHOST
He just started a podcast.
David HoffmanHOST
Um, I think he's, like, five or six episodes in.
Jim IuorioHOST
You don't necessarily wanna be ahead of all the supply coming." And fourth, maybe global central banks aren't buying what they used to be buying o- of US bonds.
Jim IuorioHOST
And I- all, all I'll say before I let you answer the question is, is, you know, guys like Jim Bianco say, "Well, it's, you know, still below the hundred-year average.
Jim IuorioHOST
It's not a big deal." It seems like the Treasury Secretary thinks it's a big deal.
Jim IuorioHOST
So address why you think that is and what is causing it.
15 MINS LATER
Erik NorlandGUEST
Uh, they might rise a lot further than people think.
Erik NorlandGUEST
Um, and I think, you know, immediate expensing of, uh, you know, of investments in, in terms of, uh, in terms of taxes as well as any foreign direct investment may indeed be fueling this boom.
Bob IaccinoHOST
This is something that I'm wondering about too, Eric, with the, with rates because I, I've heard this morning somebody say, "Well, you know, given how strong the economy is, the bond yields aren't that high." Jim Bianco, of course, has been saying, been shouting from the rooftops on his social media platforms that this is not that high historically.
Bob IaccinoHOST
I've told friends, "Yeah, it feels high to you, but that's 'cause you're 12 and you've never seen yields." You know, I remember my first, the first home I bought, 6 5/8, and I was doing a dance in the street.
Edward YardeniGUEST
So, uh, yeah, uh, there, there's, there's starting to be some stresses in the AI trade as well, uh, and of course, that's, uh, what has continued to, uh, hold the market up, um, uh, quite well near a record high for both the NASDAQ and the S&P 500.
Lisa AbramowiczHOST
Does this mean that, Ed, at this point, if something might break, or there are signs that at least the broader risk appetite is waning, or at a pretty, uh, accelerating clip, does that make you bullish bonds? We heard from Jim Bianco yesterday that he is getting bullish for the first time in years just based on this technical retracement.
Edward YardeniGUEST
retracement.I, I would say that, uh, bonds, uh, yielding 5.25%, uh, are very attractive.
Edward YardeniGUEST
Um, you know, certainly on a 10-year basis.
George NobleHOST
I say it in a, in a, in a nice way.
George NobleHOST
You know, Jim Bianco, I think, made an excellent point last year, and this relates to what you just said.
George NobleHOST
And that is post-GFC, up until COVID, the market consistently underes- overestimated inflation.
George NobleHOST
Inflation's coming back.
George NobleGUEST
Listen, listen, my crystal ball is no better than anybody else's on this.
George NobleGUEST
I would just say that, you know, all you see in Jim Bianco, I think I've spoken about this quite a lot.
George NobleGUEST
This rise we've seen in interest rates.
George NobleGUEST
All we're going back to is where we were pre-GFC.
George NobleGUEST
Okay.
George NobleGUEST
And, uh, and I think I remember reading some last year or two years ago, I think it was Jim Bianco who said it, and I shamelessly name drop, but I wanna give credit where it's due 'cause I'm full of criticisms as well.
George NobleGUEST
The market, and you know this, Steve, the market was constantly up until like 2021, thereabouts.
George NobleGUEST
Post-GFC, the market was constantly overestimating the extent to which inflation would pick up.
Tom LuongoHOST
Remember, in July, he had three dissensions to hold rates.
Tom LuongoHOST
Jim Bianco was out there on Monday before the thing saying, and he was right.
Tom LuongoHOST
Jim was right in his analysis, just wrong in that particular issue, saying we could have a situation where the Fed chair tries to hold rates and is overruled by his own board.
Tom LuongoHOST
Well, that didn't happen in July.
Mike LarsonGUEST
You know, again, I think it's all the question of timing and magnitude.
Mike LarsonGUEST
I mean, you know, I had Jim Bianco on the podcast at our San Francisco event, and he basically said, look, all tech booms eventually turn into bubbles and eventually pop.
Mike LarsonGUEST
You know, it's just sort of the cycle of negativity, exuberance that you see over and over again, the dot com boom and bust being an obvious example.
Mike LarsonGUEST
ultimately, is the AI trade going to go too far? Are there going to be too many AI companies? Is too much debt going to be raised to fund them? Are too many data centers going to be constructed? Yes, to all of them.
Colin HarperHOST
So seeing this should inspire some confidence that ultimately borrowing costs, at least in the near term, might not just get blown out as a result of this rate hike.
Colin HarperHOST
As Jim Bianco said earlier in August with us, the bond market can stop panicking when the Fed starts panicking.
Colin HarperHOST
We might be seeing that.
Colin HarperHOST
This also might be the bond market pricing and the fact that the Fed seems to be getting even more hawkish if Warsh is to be believed and they decide to hike even further, maybe later this year or earlier next year, then they feel like their concerns over inflation are being addressed sufficiently.
6 more episodes mention Jim Bianco.
Create an account to see the whole feed, search across every transcript, and follow the entities you care about.