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