In this fireside chat we welcome Jim Bianco, President of Bianco Research, to dissect the latest multi-trillion-dollar tax-and-spending package and the future of Federal Reserve.
Jim unpacks why interest rates may hold steady and goes into a passionate argument about how democratized finance is rewiring markets. He also reveals his "4-5-6" portfolio playbook which will guide you through today’s landscape. A few big calls on crypto as well!
Since 1990 Jim Bianco’s commentaries have offered a unique perspective on the global economy and financial markets. Jim has built a decades-long reputation for objective Wall Street research that challenges consensus thinking.
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---- 🗒️ Time Stamps
00:00 Introduction, OBB Bill, Tax Cuts Remain
02:23 Stocks at All-Time Highs, Crisis Ahead
04:52 Reconfiguring the Global Trade System
08:16 Jerome Powell in a “No-Win Situation”
12:00 Who Will be the New Chair of the Fed?
15:58 Markets Clearly Rejecting Fed Policy
18:07 Investor's Resilience to Wars, “FOMO”
22:13 Supplementary Leverage Ratio (SLR)
25:42 Pennsylvania Plan, New World Order
27:18 S&P500 Best Performing Stocks 2025
31:16 4-5-6 Playbook, Great Investing Ideas
34:41 Finding the Best Bond Market Trades
38:05 GENIUS Act Big Step Back for Crypto
41:03 Buy Ethereum (ETH), Crypto Strategy
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By hekayaproductions
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DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #financetips #investing #stockmarkets
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