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Business

Rational Dissent

by Bianco Research
Business

Today: #178 in Business on our combined chart.

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Ranking history

History builds daily. We started tracking this show on the Business chart recently, so the trend line appears after a second day of data.
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DateCombined RankApple Podcasts
Oct 6#178#168

About the show

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.

Latest episodes

  • Episode 011. Three Risks That Matter More Than Terminator AI

    October 2, 2026 · 36 min

    Looking past the sensational headlines, we analyze the measurable risks truly driving markets—from Europe's winter energy vulnerabilities and cracks in distressed corporate credit to the Fed funding pressures behind the Treasury basis…

  • Episode 010. Will the Bond Market End Humanity?

    September 25, 2026 · 36 min

    With the 10-year Treasury yield hitting 16-year highs at 5.20%, is this the return to historical normal—or the start of a market break? Chapters 00:00 - Introduction & Market Overview 03:01 - Analyzing the Week's Bond Market Frenzy 07:09…

  • Episode 009. Did the Fed Get it Right?

    September 18, 2026 · 34 min

    Kevin Warsh delivered the first hike in a few years as persistent inflation bites, was it the right move? Chapters 00:00 – Introduction & FOMC Rate Hike Overview 02:38 – Rising Bond Yields & Financial Conditions 08:02 – Structural…

  • Episode 008. One Commodity Cycle or Many?

    September 11, 2026 · 36 min

    Commodities as an asset class are rarely homogenous. Today, prices are moving together, which either reflects a structural relationship or a set of unrelated drivers arriving at once. Rate Cut Cycle Returns Table: https…

  • Episode 007. Are Yields Good Enough To Compete?

    September 4, 2026 · 33 min

    A yield is only as good as what you compare it to, right now, rates aren't promising enough for investors to want in. Chapters 00:00 - Introduction 01:46 - Determining the "Right" Level for Interest Rates 05:46 - Price-Sensitive vs…

  • Episode 006. Can the Treasury Bully the Bond Market?

    August 28, 2026 · 33 min

    In a regime where financial conditions never tightened and liquidity never left, the Treasury could open its wallet the same week the Fed decides whether to hike. Is it a fool’s errand? Chapters 00:00 - Introduction and Topic…

  • Episode 005. Is Bessent Helping?

    August 21, 2026 · 32 min

    The Treasury secretary is hoping to lower yields by increasing buybacks but the effectiveness of such tools has diminished in a high inflation era. Chapters 00:00 - Teaser & Introduction 01:09 - The Treasury's Rough Week 03:13 - Opening…

  • Episode 004. The State of the Labor Market

    August 14, 2026 · 39 min

    Shifting dynamics in the U.S. Labor Market have everyone from the Fed to recent graduates playing on their heels. Chapters 00:00 - Introduction & Labor Market Equilibrium 03:30 - Demographics, Immigration, and Breakeven Rates 13:00 - Data…