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Rational Dissent
by Bianco Research
Recently ranked · United States
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Ranking history · United States
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Latest episodes
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Episode 014. Inflation is Still the Problem
October 23, 2026 · 33 minPost-COVID structural shifts like deglobalization and tariffs have permanently eliminated the cheap goods deflation that previously offset services inflation, leaving the U.S. settled in a 3% inflation world where a 5% nominal growth rate…
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Episode 013. Bubble Talk: Tulips to Tech
October 16, 2026 · 37 minDespite bubbly valuations, persistent market skepticism suggests the AI boom is expanding like 1996—not collapsing like 2000. Chapters 00:00 - Introduction & Sponsor 02:13 - Defining Bubbles: Tulips, Dot-Com & 2008 06:37 - Bubble…
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Episode 012. What the 'K' is Going on?
October 9, 2026 · 33 minMarkets and portfolios are keeping top earners spending, while many paycheck-to-paycheck households fall behind as prices have risen faster than wages since COVID. Chapters 00:00 - K Shaped Setup 01:59 - Income Deciles Breakdown 02:38…
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Episode 011. Three Risks That Matter More Than Terminator AI
October 2, 2026 · 36 minLooking 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…
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Episode 010. Will the Bond Market End Humanity?
September 25, 2026 · 36 minWith 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…
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Episode 009. Did the Fed Get it Right?
September 18, 2026 · 34 minKevin 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…
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Episode 008. One Commodity Cycle or Many?
September 11, 2026 · 36 minCommodities 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…
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Episode 007. Are Yields Good Enough To Compete?
September 4, 2026 · 33 minA 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…
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Episode 006. Can the Treasury Bully the Bond Market?
August 28, 2026 · 33 minIn 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…
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Episode 005. Is Bessent Helping?
August 21, 2026 · 32 minThe 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…
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Episode 004. The State of the Labor Market
August 14, 2026 · 39 minShifting 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…
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Episode 003. Valuations in An Earnings Explosion
August 7, 2026 · 39 minIs the juice worth the squeeze? Earnings keep rising, valuations are questionable, and investors are uncertain. What should you make of earnings these days? Chapters 00:00 - Hot Open & Intro 00:51 - Why Earnings Confuse 03:54 - The…
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.