The End Game Ep. 28 - Jim Bianco PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 7 November 2021

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jim Bianco of Bianco Research is the latest guest to grace The End Game and what follows is a masterful dissection of Fed policy, interest rate hike probabilities and the reasons why Jim is fully onboard with the inflationary narrative. Jim explains what he’s seeing in the data to suggest that it may well be time to adjust portfolios to deal with a very different problem to those faced over the last four decades and outlines just how problematic the situation facing the Fed has become. There’s also a fascinating discussion about cryptocurrencies’ place in The End Game and a breakdown of how DeFi offers a bright future - one which, according to Jim, may well not include any Central Bank Digital Currencies. As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game so sign up today!

Transcript

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0:00.0	Before we get going, here's a bit where I remind you that nothing we discussed should
0:14.1	be considered as investment advice.
0:16.6	This conversation is for informational and hopefully entertainment purposes only.
0:20.6	So while we hope you find it both informative and entertaining, please do your own research
0:25.6	or speak to a financial advisor before putting a dime of your money into these crazy markets.
0:38.0	You're about to listen to a special preview edition of the Endgame featuring Bill Fleck
0:42.2	and Stein in our very special guest Jim Bianco of Bianco Research.
0:46.1	In what was a hugely enjoyable conversation, we discussed everyone's favourite subject
0:50.2	right now.
0:51.2	Inflation, as Jim explained why he feels the problem is anything but transitory and
0:56.0	highlighted the difference between market expectations for the Federal Reserve's response to something
1:00.0	they see as nothing to be concerned about.
1:03.3	If Jim is right, either the Fed or the markets are wrong and it's the Fed.
1:08.4	We also talk about cryptocurrencies with Jim offering his views on Bitcoin and Ethereum
1:12.0	as well as his surprising skepticism perhaps about the future of central bank digital currencies.
1:18.5	Every episode of the Grant Williams Podcast including the Endgame, the super terrific
1:21.4	happy hour, at the narrative game is available to Copper, Silver and Gold tier subscribers
1:26.3	at my website, Grant-Williams.com.
1:29.6	Copper tier subscribers get access to all the podcasts, while members of the Silver
1:32.9	tier get by the podcast and my monthly newsletter Things That Make You Go HMM.
1:37.7	So if you enjoy what you hear on the show and you want more high quality content like
1:40.9	it, please make your way over to Grant-Williams.com and join our exciting community today.
	...

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