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