The Feds Inflation Fight Isnt Over | Jim Bianco & Samuel Rines (Camp Kotok)
Jim Bianco, founder and CEO of Bianco Research, and Samuel Rines, managing director at Corbu LLC, join Jack Farley on beautiful Leen\u2019s Lodge for the first week of \u201cCamp Kotok.\u201d\nFollow Jim Bianco on Twitter https://twitter.com/biancoresearch\nFollow Samuel Rines on Twitter https://twitter.com/SamuelRines\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Dave Nadig on Twitter https://twitter.com/DaveNadig\nFollow David Kotok on Twitter https://twitter.com/DavidKotokGIC\nFollow Cumberland Advisors on Twitter https://twitter.com/CumberlandADV\nFollow Global Interdependence Center on Twitter https://twitter.com/Interdependence\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\nBig thank you to David Nadig of VettaFi for supplying the drone footage: https://www.youtube.com/watch?v=wT1H7or-sHo\n___\nTimecodes:\n(00:00) Introduction\n(08:22) The Bond Market\n(12:45) I'm In The No-Landing Camp - Jim Bianco\n(17:40) Most Of The Effects Of The Fed's Hikes Have Already Been Felt\n(18:55) Forward Guidance Is A Problem - Samuel Rines