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Rational Dissent

Bianco Research

Bianco Research L.L.C. has been a source of objective research and unique insights into financial markets for over 20 years. We combine cutting-edge analytics and a highly visual approach to provide clear, concise conclusions in a data driven market.

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Episodes

17 episodes

  1. Episode 016. Does Consensus Live Up to the Hype? 34:17
  2. Episode 015. What Being in the Market Means 32:57
  3. Episode 014. Inflation is STILL the Problem 32:50
  4. Episode 013. Bubble Talk: Tulips to Tech 36:44
  5. Episode 012. What the 'K' is Going on? 33:13
  6. Episode 011. Three Risks That Matter More Than Terminator AI 35:46
  7. Episode 010. Will the Bond Market End Humanity? 36:00
  8. Episode 009. Did the Fed Get it Right? 33:45
  9. Episode 008. One Commodity Cycle or Many? 35:58
  10. Episode 007. Are Yields Good Enough To Compete? 32:40
  11. Episode 006. Can the Treasury Bully the Bond Market? 32:48
  12. Episode 005. Is Bessent Helping? 31:34
  13. Episode 004. The State of the Labor Market 38:54
  14. Episode 003. Valuations in An Earnings Explosion 39:28
  15. Episode 002. This Is Not Your Father's Fed 34:09
  16. Episode 001. Why Do Investors Expect So Much? 33:17
  17. Rational Dissent Introduction 0:31