MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 11 December 2025

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, what just happened and what it means for markets. https://bit.ly/4rRuipR Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pYRalp ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Transcript

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0:00.0	This is Macro Voices, the free weekly financial podcast targeting professional finance, high net worth individuals, family offices, and other sophisticated investors.
0:18.8	Macrovoices is all about the brightest minds in the world of finance
0:22.6	and macroeconomics telling it like it is, bullish or bearish, no holds barred. Now, here are your
0:29.1	hosts, Eric Townsend and Patrick Suresna. Macrovoices Episode 510 was produced on December 11th,
0:36.6	2025. I'm Eric Townsend.
0:39.1	The widely anticipated December ratecoat finally happened, coming in at 25 basis points,
0:44.5	with Moran dissenting in favor of 50 basis points instead of 25.
0:48.6	And I can think of no one better qualified than Bianco Research founder Jim Bianco
0:53.6	to dissect what just happened,
0:55.5	what it means for markets, and what comes next as the Trump administration continues to
1:00.0	press hard for lower policy rates on the foregone assumption that they can only lead to lower
1:06.1	long-term borrowing rates farther out on the curve, a myth that Jim Bianco will dispel in this
1:11.9	week's feature interview. Then be sure to stay tuned for our postgame segment after the feature
1:16.5	interview when Patrick will translate Jim's views into an asymmetric trade. And I'm Patrick
1:21.8	Seresnan with the macro scoreboard week over week as of the close of Wednesday, December 10th,
1:26.9	2025.
1:28.4	The SMP 500 index up 54 basis points to 6886, market trading along highs going into next
1:35.8	week's key economic news.
1:37.5	We'll take a closer look at that chart and the key technical levels to watch in the postgame
1:41.6	segment.
1:42.1	The U.S. dollar index down 24 basis points, trading at 9863.
1:47.4	The January WTI crude oil contract down 152 basis points, trading at 5846.
	...

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