Jim Bianco: No Recession, No Landing

Forward Guidance

Jack interviews Jim Bianco of Bianco Research at Blockworks’ Permissionless event in Austin. Filmed on September 12, 2023.

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Timecodes:

(00:00) Introduction

(03:29) No Rate Cuts If Oil Prices Stay High

(06:28) Jim Bianco: The Recession Already Happened In 2022

(15:11) What Is Appropriate Level On Interest Rates (And Bond Yields) For U.S. Economy?

(24:59) A "Garden Variety Recession" Hasn't Occurred In Many Decades

(33:28) Household's And Corporates' Terming Out Of Debt In 2020

(34:41) Mortgage Market Is Hurting Banks

(42:55) Fixed-Income Outlook: Duration Vs. Credit

(45:37) Jim Bianco: Macro Will Be A Headwind For Crypto

(51:54) Increased Regulatory Scrutiny For Crypto