ep. 132


Which Assets Win When Inflation Hits? | Jim Bianco

On today's episode of "On the Margin," Jim Bianco of Bianco Research joins the show for a discussion on inflation. Arguing that we are "entering an era of persistent inflation", Jim walks through the biggest winners in this market environment.

After correctly predicting the Fed's hawkish stance ahead of most analysts, Jim shares his thoughts on the bond market pricing in a pivot throughout 2023. Jim goes on to walk through the bond market turmoil with the worst H1 performance being recorded since 1787.

Finally, Jim speaks on the contagion in crypto comparing the differences between DeFi protocols and CeFi lenders. But to hear that, you'll have to tune in!


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Referenced In The Show:

Intel CEO Pat Gelsinger vents about Ohio chip plant delay: 'It's such a pivotal moment. Please don't dither in Congress.' https://www.cnbc.com/2022/06/28/intel-ceo-on-ohio-chip-plant-delay-please-dont-dither-in-congress.html

Walmart Says Reducing Inventory Glut Will Take 'Couple Quarters': https://www.bloomberg.com/news/articles/2022-06-03/walmart-says-reducing-inventory-glut-will-take-couple-quarters

Russell Clark: Brace For Structurally Higher Inflation: https://www.youtube.com/watch?v=VfdFNVsf2t0


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Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw


(00:00) Introduction

(02:00) "The Fed's Credibility Is On The Line"

(05:55) Entering An Era Of Persistent Inflation

(15:00) Which Assets Win When Inflation Hits?

(24:45) Fireblocks Ad

(26:02) The Bond Market Expects A Pivot In 2023

(35:30) Contagion In Crypto

(47:05) Could Stablecoins Cause Systemic Risk?

(55:55) Final Thoughts


Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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