Jim Bianco's Big Predictions For 2024

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

This week, Jim Bianco Founder of Bianco Research joins the show for a wide ranging discussion into macro, crypto & what investors should expect in 2024.

We discuss how to adjust to the end of the 40 year bond bull market, whether the Bitcoin ETF is a positive or negative for the permissionless ethos of crypto & Jim's outlook for the year ahead. To hear all this & more, you'll have to tune in!

--

Follow Jim: https://twitter.com/biancoresearch

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Referenced In The Show:

https://twitter.com/shekfu/status/1740523952362135662/photo/1

Joseph Wang's Markets Outlook 2024: https://www.youtube.com/watch?v=qcU93QeV8X8

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Timestamps:

(00:00) Introduction

(01:08) Reflecting On 2023

(03:04) DAS London Plug

(04:22) The End Of The 40 Year Bond Bull Market

(11:44) Inflation & Real Rates In 2023

(15:32) Jim's Outlook For 2024

(27:28) Blockworks Research Ad

(28:15) The Bitcoin ETF

(52:19) Final Thoughts

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.