GM08: Watch out for The Bond Market Vigilantes ft. Jim Bianco

GM08: Watch out for The Bond Market Vigilantes ft. Jim Bianco

In today’s episode we are joined by Jim Bianco, the president and macro strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets.

Jim is a true master when it comes to providing objective, data-driven research with a unique perspective and is very generous when it comes to sharing it, which I’m sure you will agree with after listening to today’s conversation.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

Topics Discussed in this Episode:

  • The uniqueness of the 2020 financial crisis
  • How the Federal Reserve has been aggressively manipulating the bond markets
  • The Wealth Effect’ vs free markets
  • The current retail stock market ‘mania’
  • The only group who can bring bond markets down: The Bond Market Vigilantes
  • The scale and risk of the Federal Reserve’s borrowing and money printing
  • Implications of the recent, wild price swings in Oil
  • How the Corona Virus may have accelerated trends that were already beginning to occur
  • How the future may be bright, but the journey to get there may prove to be difficult
  • Jim’s thoughts on how to be positioned for the times ahead

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Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfoliohere.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

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Copyright © 2025 – CMC AG – All Rights Reserved

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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

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