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#012 Jim Bianco: This Is The New Normal. Get Used To It.
Macro researcher Jim Bianco, the president of Bianco Research, joins Julia La Roche for a wide-ranging conversation on the macroeconomic environment. Bianco’s research style is macro with a bent toward fixed income and dabbles in the traditional macro to highlight things that people are not focused on or emphasizing enough.
In the conversation, Bianco highlights three bubbles that existed pre-2020 that were unrelated to the financial markets, including cheap labor, goods, and energy. According to Bianco, the pandemic pulled forward 20 to 30 years of change, and we are not returning to a…
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