Podcast

How Bad will Inflation Get? | Jim Bianco

Jim Bianco—the DeFi savvy macro investor—joins Bankless to give us the truth: how bad is it gonna get?
Jun 15, 202201:19:16
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Inside the episode

Inflation. Why is it killing our assets? From crypto to equities… even bond markets are taking an historic hit right now.

Are we in for a short term pull back on asset prices, or a multi-year recession?


TIMESTAMPS

0:00 Intro

5:30 Why is Inflation Breaking Everything?

9:55 Indicators

12:36 Is inflation a big deal?

16:51 Destroying Wealth

21:13 Bond Markets

27:45 Bonds and Interest Rates

31:51 Volatile Commodities

34:35 Oil

38:45 Reducing Spending

46:00 The Global Markets

54:30 The Meta Black Swan Event

1:00:20 Bankrupting Sovereigns

1:07:45 The Great Reorganization

1:12:00 What Happens Next?

1:15:40 Closing


RESOURCES

Jim Bianco:

https://twitter.com/biancoresearch

Tweets from the Episode:

https://twitter.com/biancoresearch/status/1536183102506139648

https://www.economist.com/finance-and-economics/2022/04/23/does-high-inflation-matter

https://twitter.com/biancoresearch/status/1536204256801349635

https://twitter.com/biancoresearch/status/1536713031849213956

https://twitter.com/LukeGromen/status/1534990729042444301

https://twitter.com/robustus/status/1535645524556230656

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