Forward Guidance artwork

The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)

Forward Guidance

English - August 10, 2023 20:09 - 22 minutes - ★★★★★ - 199 ratings
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Previous Episode: The Sovereign Debt Spiral | James Lavish
Next Episode: Rumors Of The Death of Chinese Economy’s Have Been Greatly Exaggerated | Leland Miller

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

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

___

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

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