As confidence is found in certain individuals, we continue to follow them. Deeper following is made rather easy this day and age of Podcasts (a favorite) and longer form interviews non public venues.
Jim Bianco, who we have written about multiple times (here for our posts) most recently in 2021 but as early 2015 was on an hour long interview with our newer research team last week, Hedgeye … and had some excellent comments worth pointing out. Guess our most recent review of Bianco will now be 2025! ha
Bianco a bond specialist – “Bonds are not and will not be controlled by outside forces, they dance to their own drummer!”
We of course have spoken so much about interest rates you guys may be tired of it, BUT they are important…
GDP – Gross Domestic Product – The bluntest measure of USA Economic Growth – Bianco “Given the rush to import goods prior to tariffs, GDP could be grossly understated initially, followed by overstated the next quarter due to the method of calculation!” Ok, know this is getting heavy, but we do follow this and so do other investors as well as the FOMC – Federal Open Market Committee – who controls short term interest rates !
So we have interest rates aka bonds as a bucking bronco … and Economic numbers skewed by logistic managers efforts smartly moving quickly to control costs…. Market participants know this too… be skeptical, (not cynical) of reactions, headlines and anyone who asserts absolute certainty!
Have a Great “Jim Bianco Private Interview Update” Day!
John A. Kvale CFA, CFP
AI Content Authenticity: All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note when appropriate.
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
