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.
---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching!
---- 🗒️ 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
----
By hekayaproductions
----
DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #financetips #investing #stockmarkets
Popular Podcasts
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
The Clay Travis and Buck Sexton Show
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.