Rates, NVIDIA & Crypto: Jim Bianco's Takes

Jim Bianco, president of Bianco Research, joins Maggie Lake to discuss the ongoing rally in equities and crypto, why Nvidia earnings are as important as CPI and payroll numbers, where rates are heading, and what’s driving the spike in crypto.

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Interview

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00:00 – Intro
01:10 – Jim’s Views On The Move In Stocks
04:10 – Nvidia Earnings
06:20 – The “New” 60/40 Portfolio
13:00 – Inflation
16:40 – Outlook On The Economy
21:00 – Crypto: EthereumSurge & Regulation
25:45 – Bitcoin
32:00 – Will Solana Benefit From This Regulatory Shift?

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