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(292)

How the Trolls Took Over Wall Street, and Where They are Now

How the Trolls Took Over Wall Street, and Where They are Now

Nathaniel Popper joins The Express to talk about his latest book, "The Trolls of Wall Street: How the Outcasts and Insurgents are Hacking the Markets", and explains the origins of meme stock explosion...

1 Jul 202435min

Unlocking the Super Powers of Supercommunicators

Unlocking the Super Powers of Supercommunicators

Charles Duhigg, the Pulitzer Prize winning journalist and best-selling author talks about is latest book, "Supercommunicators: How to Unlock the Secret Language of Connection", and how each of us has ...

24 Jun 202432min

Making the Case Against the 401(k)

Making the Case Against the 401(k)

Professor Teresa Ghilarducci, a labor economist and retirement expert at The New School for Social Research, has been arguing for years that the 401(k), which was never intended to be the primary reti...

17 Jun 202435min

Taking a Hard Look at the Aftermath of Rate Cuts and Election Years for Investors

Taking a Hard Look at the Aftermath of Rate Cuts and Election Years for Investors

Jayson Bronchetti, Chief Investment Officer for Lincoln Financial, joins The Express to deliver the realities of what happens after the Fed cuts rates, and what to expect from the stock market in this...

10 Jun 202432min

Checking in on the Vibe Economy with Kyla Scanlon

Checking in on the Vibe Economy with Kyla Scanlon

Kyla Scanlon, who coined "The Vibe Economy", climbs back aboard The Express to check in on the vibes of consumers and investors following the release of her new book, 'In This Economy?". Kyla explains...

3 Jun 202429min

Why the U.S. Real Estate Market Might Be Healthier Than We Think

Why the U.S. Real Estate Market Might Be Healthier Than We Think

Julian Hebron of The Basis Point rejoins the show to myth-bust many of the media reports that have painted the real estate market with a broken brush. From affordability to supply, and the impact of A...

27 Mai 202432min

How the Pros are Constructing Portfolios for the Future

How the Pros are Constructing Portfolios for the Future

From WealthStack at Inside ETFs, a conversation on building portfolios for the future that are built to withstand inflation, geopolitical uncertainty and volatility, with David Blanchett from PGIM, Jo...

20 Mai 202431min

Redefining Risk, and the Future of Trading Technology

Redefining Risk, and the Future of Trading Technology

Tom Sosnoff, the visionary fintech entrepreneur who created Think or Swim and TastyTrade, rejoins The Express to talk about why we need to be teaching Risk as part of financial literacy, why investors...

13 Mai 202431min

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