Hi everyone,
I’m on the road today, so we’ve got a very special episode of Talking Markets for you…!
Our wonderful guest host, Jeremy Schwartz, Global CIO at WisdomTree, is joined by the equally wonderful, Jim Bianco, President of Bianco Research.
Jim shares his take on the post-COVID economy, from falling immigration and remote work reshaping labor demand, to the trillion-dollar AI boom quietly inflating GDP.
He explains why inflation may stay “sticky” around 3%, and why the yield curve no longer predicts recessions.
They also dig into:
The Fed’s culture of consensus and what’s really at stake for independence
What’s going on with corporate bonds
The 4-5-6 rule for cash, bonds, and stocks
How today’s AI hype mirrors the dot-com bubble, but with smarter valuations
And more
Enjoy,
Maggie
Important Disclaimer: It is crucial to remember that this article is for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor to assess your risk tolerance, investment goals, and overall financial plan.
