MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 29 February 2024

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has to start cutting in May or June or else not cut at all before the November election. https://bit.ly/4bTgzH4 ⚫ Follow Jim on X: @BiancoResearch ⚫ Check Out Bianco Research: https://www.biancoresearch.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3uGcbus ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y 🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

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0:00.0	This is macro voices, the free weekly financial podcast targeting professional finance, high net worth
0:14.2	individuals, family offices, and other sophisticated investors. Macro Voices is
0:19.8	all about the brightest minds in the world of finance and macroeconomics telling it like it is,
0:25.5	bullish or bearish, no holds barred.
0:28.2	Now here are your hosts Eric Townsend and Patrick Sorezna.
0:41.3	Macro Voices episode 417 was produced on February 29, 2024. I'm Eric Townsend.
0:42.8	Bianco returns as this week's feature interview guest,
0:46.6	and the topic de jure is inflation, Fed policy,
0:50.2	and why Jim thinks the Fed has to start cutting in May or June,
0:54.0	or else not cut at all before the November election.
0:57.5	We'll also discuss what's holding up the stock market,
1:00.8	precious metals, and more.
1:02.2	I also have a new sub-stack post this week. stock market, precious metals, and more.
1:02.8	I also have a new sub-stack post this week titled The Nuclear Henry Ford
1:06.9	moment, which lays out my vision for how to make nuclear energy even cheaper than energy
1:12.4	from coal and gas.
1:13.9	You can find that at Eric Townsend.substack.com, and there's a link in your research round up email.
1:19.8	And I'm Patrick Sorezna with the Macro Scoreboard week over week as of the close of Wednesday, February 28,
1:25.4	2024. The S&P 500 futures, up 170 basis points, trading at 5,081.
1:33.0	Invidia driven breakout consolidating into the PCE price index numbers.
1:37.4	We'll take a closer look at that chart and the key technical levels to watch in the post-game
1:41.9	segment, the US dollar index down 8 basis points to
	...

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