Jim Bianco: Interest Rates Aren’t Coming Down — Fed Pivot Is a Fantasy скачать в хорошем качестве

Jim Bianco: Interest Rates Aren’t Coming Down — Fed Pivot Is a Fantasy

Wall Street keeps betting on a Fed pivot. Jim Bianco says they’re dreaming... Aaron Hoddinott sits down with macro strategist Jim Bianco to unpack why the era of easy money is over, and why interest rates may be higher, for longer… maybe much longer than markets want to admit. Jim lays out the structural forces reshaping everything from equity valuations to housing. If you're still pricing the future using the 2010s playbook, this episode will challenge your assumptions. Timestamps 00:00 - Intro 01:12 - Disclaimer and Forward Looking Statements - PLEASE READ 01:22 - Jim Bianco Joins the Pinnacle Digest Pod 02:05 - Jim Bianco’s Data and Analysis Says the Fed Won’t Cut Rates 03:20 - We Are In a New Multi-Year Monetary Cycle and Sticky Inflation 05:16 - The New Monetary Regime and the End of Globalization 08:40 - A Normal Yield for a 30-Year U.S. Treasury 09:55 - What is the Key Barometer for the Federal Reserve to Cut Rates? 12:19 - How Will The U.S. Pay Interest On Its Rising Debt? 14:00 - U.S. Debt Will Create a Drag On Stock Values 19:00 - The Stock Market Has a Boomer Problem 20:10 - What Are Capital Flows Saying About Risk Appetite? 23:00 - What’s In Store for Real Estate? 25:55 - Will Dropping Fertility Rates and AI Be Deflationary? 31:00 - Our Economy and Way of Life Is About to Change Dramatically 33:30 - How Does a Regular Investor Capitalize On AI? 35:10 - When AI Is Decentralized That’s When The True Gains Will Arrive 39:50 - The Wrap Up 41:06 - Disclaimer and Forward Looking Statements - PLEASE READ