Jim Bianco: No Recession, No Landing
Jack interviews Jim Bianco of Bianco Research at Blockworks\u2019 Permissionless event in Austin. Filmed on September 12, 2023.\nFollow Jim Bianco on Twitter https://twitter.com/biancoresearch\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\n_____\nTimecodes:\n(00:00) Introduction\n(03:29) No Rate Cuts If Oil Prices Stay High\n(06:28) Jim Bianco: The Recession Already Happened In 2022\n(15:11) What Is Appropriate Level On Interest Rates (And Bond Yields) For U.S. Economy?\n(24:59) A "Garden Variety Recession" Hasn't Occurred In Many Decades\n(33:28) Household's And Corporates' Terming Out Of Debt In 2020\n(34:41) Mortgage Market Is Hurting Banks\n(42:55) Fixed-Income Outlook: Duration Vs. Credit\n(45:37) Jim Bianco: Macro Will Be A Headwind For Crypto\n(51:54) Increased Regulatory Scrutiny For Crypto