What the Non-Consensus View is Telling us About Capital Markets Today

What the Non-Consensus View is Telling us About Capital Markets Today

Jim Bianco, the President and Macro Strategist at Bianco Research, tells us why Wall Street might be very wrong about rate cuts, inflation, crypto ETFs and the bond market. Plus, he compares the rise of A.I. stocks and crypto with other frothy periods in history and explains how these usually play out. Plus, the meteoric rise of Nvidia and other chip stocks has brought out the options army in full force. They are calling for much higher prices. Will they be 'in the money'? LINKS FOR SHOW NOTES https://www.investopedia.com/berkshire-hathaway-fy2023-earnings-key-takeaways-8599175 https://www.investopedia.com/terms/a/average-daily-float.asp https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8599318 https://www.biancoresearch.com/visitor-home/ https://twitter.com/biancoresearch https://www.berkshirehathaway.com/2023ar/2023ar.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(293)

Why the Bitcoin Bonanza Might Just Be Getting Started

Why the Bitcoin Bonanza Might Just Be Getting Started

After a blowout year for Bitcoin, the runway to higher highs could be clearing as a crypto-friendly Trump administration is set to take office, institutional ownership is just beginning, and the block...

23 Des 202439min

Austin Hankwitz Wants to Show You His Portfolio

Austin Hankwitz Wants to Show You His Portfolio

Austin Hankwitz, co-host of the "Rich Habits" podcast and author of the Rate of Return substack, has built a successful career as a Fin-fluencer by showing what he invests in, and what leads him to th...

16 Des 202433min

Investopedia's Top Terms of the Year and Yet More Reasons to Be Bullish

Investopedia's Top Terms of the Year and Yet More Reasons to Be Bullish

Investopedia is out with the Top Ten Terms of the Year, our list of the most searched terms, trends and themes by our millions of readers throughout 2024. Kyla Scanlon, financial educator and the auth...

9 Des 202433min

Setting Longer Tables with Chef José Andrés

Setting Longer Tables with Chef José Andrés

A conversation with José Andrés, world renowned chef, entrepreneur, author and humanitarian, on where he finds his inspiration and the business skills he and his team have learned through running Worl...

2 Des 202440min

The ETF Industry in Search of the Next $10 Trillion

The ETF Industry in Search of the Next $10 Trillion

Anna Paglia, the Chief Business Officer for State Street Global Advisors, joins The Express to help uncover where the next $10 Trillion in assets under management for the ETF industry will come from, ...

25 Nov 202432min

Ray Dalio and His Principles For This New World Order

Ray Dalio and His Principles For This New World Order

Ray Dalio, one of the most successful investors of all time and the author of the best selling "Principles" series, rejoins The Express to help us understand the new world order in light of the electi...

18 Nov 202443min

Breaking Down the Election Mega-Rally as the Bond Vigilantes Circle

Breaking Down the Election Mega-Rally as the Bond Vigilantes Circle

In the wake of the equity markets' largest election rally in history, we break down the winners across sectors, asset classes and sizes with Cameron Dawson, Chief Investment Strategist at New Edge Wea...

11 Nov 202434min

Why the Federal Budget Deficit Could Trigger the Next Financial Crisis

Why the Federal Budget Deficit Could Trigger the Next Financial Crisis

No one wants to talk about the $1.8 Billion Federal Budget deficit - especially the two candidates running for president and their political parties. But, as Marc Goldwein of the Committee for a Respo...

4 Nov 202428min

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