UGO02: Inequality, Inflation, and the End of Consensus ft. Jim Bianco
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 670 Ratings
🗓️ 13 May 2025
⏱️ 64 minutes
🧾️ Download transcript
Summary
What if the volatility we’re seeing is not a pause in the cycle, but the start of something lasting? In this episode, Cem Karsan sits down with Jim Bianco to unpack the forces reshaping the market and the political landscape around it. From the roots of labor unrest in 1880s Chicago to rising tariffs and inflation today, they trace how decades of policy widened inequality and fractured the middle. This is a conversation about debt, power, and the limits of the old playbook. The Fed may no longer be able to step in. Passive investing may no longer offer safety. If you are still positioned for the past, this episode is a clear signal to rethink what comes next.
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.
Learn more about the Trend Barometer here.
Send your questions to [email protected]
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Cem on Twitter.
Follow Jim on X.
Episode TimeStamps:
02:01 - Introduction to Jim Bianco and Bianco Research
06:36 - The big macro picture view
16:02 - The financial inequality is at an all time high
22:51 - The power of generational wealth
24:07 - The imbalance of politics - something has to change
27:47 - Why we will see a major shift in how we invest soon
30:19 - How the economy is changing
36:10 - What defines a strong economy?
40:58 - What is Trump talking about?
45:36 - The outlook of the economy
53:33 - The core of the political problems in the US
55:16 - How to benefit from the current market...
Transcript
Click on a timestamp to play from that location
| 0:00.0 | You got, you got, you got, |
| 0:05.0 | You got, you bet, you bet your money just got made on sex. |
| 0:11.0 | Welcome to You Got Options, an exciting series right here on Top Traders Unplugged, |
| 0:17.0 | hosted by none other than Jim Carson, one of the sharpest minds when it comes to |
| 0:22.7 | understanding what's really driving market moves beneath the surface. In this series, |
| 0:27.8 | Gem brings his deep expertise and unique perspective honed from years of experience on the |
| 0:33.0 | trading floor to candid conversations with some of the brightest minds in the industry. Together, |
| 0:38.3 | they unpack the shifting tides and underlying forces that move markets and the opportunities they create. |
| 0:44.3 | A quick reminder before we dive in. You got options is for informational and educational purposes only. |
| 0:50.3 | None of the discussions you're about to hear should be considered investment advice. As always, please do your own research and consult with a professional advisor before making any investment decisions. |
| 1:00.0 | Now, what makes this series truly special is that it's recorded right from the heart of the action on the trading floor of the Sibo. |
| 1:07.0 | That means you might catch a little background buzz. |
| 1:09.0 | Phones ringing, trade or shouting, as Gem and his guests unpack real-world insights |
| 1:14.3 | in real time. |
| 1:15.6 | We wouldn't have it any other way, because this is as authentic as it gets. |
| 1:19.5 | And with that, it's time to hear from those who live and breathe this complex corner of the |
| 1:23.7 | markets. |
| 1:24.9 | Here is your host, Gem Carson. Welcome back to another episode of You Got Options |
| 1:30.2 | from the Sibo floor, brought to you by Kai Wealth and Top Traders Unplugged. Today we talk to Jim |
| 1:36.1 | Bianco of Bianco Research, one of the most well-respected, independent voices and macro research. |
| 1:42.3 | Surely is a macro-driven time, and we get some real deep dives. |
| 1:46.6 | We start with Mayday and the origin of populism right here in Chicago, and then we get |
... |
Transcript will be available on the free plan in 23 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from Niels Kaastrup-Larsen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Niels Kaastrup-Larsen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.