Jim Bianco on the Health of the Global Financial System

Jim Bianco is the Head of Bianco Research and owner of BiancoResearch.ETH, Jim is our go-to source of macro analysis from someone who also knows crypto.

Jim was early and loud about the initial Fed pivot into rising interest rates, all the way back in March of 2022, before much of the crypto industry really understood how significant interest rates can be.

Now, we’re having Jim back on for his 4th time to help us navigate this next wave of macro chaos.

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Timestamps:

0:00 Intro
8:10 Balaji's Bet
10:48 Arthur Hayes & Ben Hunt
14:30 The Fed's Balance Sheet Chart
18:00 Deposits in Banks Chart
27:20 BTFP
36:09 Raising Rates & Insolvency
38:35 The Long Tail of Banks
47:09 Treasury Returns?!
54:45 Uncertainty & Bond Market
58:20 Phase Change
1:02:24 Signs of Health
1:06:55 What is Jim Doing?
1:10:40 Closing & Disclaimers

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Resources:

Jim Bianco
https://twitter.com/biancoresearch
https://twitter.com/biancoresearch/status/1638995201770536961
https://twitter.com/biancoresearch/status/1639004727001358339

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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures