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Here's another Bianco interview you might like:

Jim Bianco: The New Normal - Making Markets, Episode #19

https://youtu.be/ZmzvVwqSd-Q?si=VcjTeYo1JlePNg2E

He talks a little Fixed Income here, about the Flat Yield Curve and the SM vs the BM.

The Macro Voices piece is excellent !!

I do think he's on to what has changed in the US economy and it implications.

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(Thank you for this and the macro voices!!)

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Mar 2Liked by steve

Everybody talking about Torsten. Makes me think economist are really like influencers

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Thanks, time to read up on WALL-E now

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