Jim Bianco: Who Will Win the Fed’s Tug-of-War?

[@lulubelle551]

Awesome perspective Jim Bianco as usual;

[@acharkesh8300]

Great job! As usual, Jim did fantastic to talk professionally on the subjects. Thx the host to bring up the right questions to have this nice conversation, too!

[@cathypaz3555]

Great Info!

[@the_river_acheron]

As a crypto bro, I have a new appreciation for the bond market. Thanks Jim!

[@bluesky2145]

Be sure to tune into the consumer electronics show this week to see if they have any relevant real world AI examples as they are promising

[@NikH-jf8iu]

Keep up the great work & ignore the nut-job haters

[@BannedEvECharacter]

Good one. That Ash fellow sets my radar off though, for some reason.

[@LQVendorFP]

real AFTER TAX. institutions never care about tax, but the retail investor does, and it makes inflation breakevens high than CPI since we are taxed on inflation to a degree, despite tax bracket movement

[@gog3tter]

Cost of paper. Money is land, gold, and silver

[@selma5885]

Just as wealth in the US is concentrating to fewer and fewer individuals, wealth is concentrating to fewer companies in the US.

[@ronaldmcdonald3965]

I agree with Jim's assessment of AI future earnings. Old retired tech guy here We've been talking about AI for *at least 40 years* It will take a long time to filter into profits How much will AI Chatboxs contribute to massive profits? When will AI be able to close the books on a Fortune 500 company? What has changed. 1988 with a 9 CPU Massively Parallel Processing gave us X amount of permutation 2025 with Nvidia you can do 1000 X permutations (Much of AI is still Brute Force create of permutations) How do you select among all the permutations? Why all the goofy AI responses? You still need humans to write code to correct the mistakes AI makes. And humans to review and catch errors/ Thousands of humans are subcontracted in India to train AI. Will we reach AI perfection? Eventually. But I like Jim's Amazon 13 year example where it went no where.

[@Bigredbulldog401]

Inflation is done heres an example my buddy is a milk man in some pretty wealthy areas(1-5millon$ houses) these so called wealthy ppl are late or delinquent on 50-$100 bills.its gonna take 2-4 years for them to get back on their feet never mind the 90% majority of ppl in the lower or middle class