Episode 22: Are we underrating the prolonged impact of inflation? With Jim Bianco

In this latest installment, Jim Bianco—President and Founder of Bianco Research—joins me to discuss the fallout from inflation, panic in the FED, and potential implications (hope?) for investors.
00:00 - Intro
00:21 - Jim Bianco Introduction
01:53 - How do you develop your macro process?
03:37 - Biggest challenges that macro strategy presents
05:25 - What is the FED targeting with inflation?
08:46 - Current FED rate hike strategy effectiveness
13:33 - Inflation and recession here to stay?
15:24 - Historic relevance of recession metrics
17:35 - Impact on investors
24:32 - Implications of yield curve
27:04 - How should investors handle risk?
31:10 - Strong dollar = optimism?
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