Rational Dissent
Bianco ResearchBianco 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.
| Publishes | Weekly | Episodes | 16 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
The week's episode unpacks what it really means to be "in the market"—breaking down active versus passive investing across stocks and bonds, and revealing why overly optimistic return expectations could set investors up for a painful reality check.
more
Post-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 justifies m... more
Despite 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 Expansion vs. Ma... more
Markets 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 - Where Mon... more
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 trade.
Chapter... more
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 - Shifts... more
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 Inflation & t... more
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: www.biancoresearch.com/bian... more
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Frequently Asked Questions About Rational Dissent
What is Rational Dissent about and what kind of topics does it cover?
A data-driven finance show that routinely analyzes macro markets, labor dynamics, and AI-enabled productivity through a rigorous, evidence-based lens. Across recent episodes, the discussion centers on how demographic shifts, policy signals, and AI investments reshape earnings, valuations, and labor demand, with frequent debates over data reliability and measurement (e.g., payroll vs. JOLTS, GAAP treatment for private AI stakes, and forward guidance). The hosts pair long-term, statistic-heavy perspectives with practical implications for investors, corporate strategy, and policy, often featuring guests who bring technical rigor to big-picture questions. A notable strength is the willingness to challenge conventional wisdom with demography, ec... more
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Which podcasts are similar to Rational Dissent?
These podcasts share a similar audience with Rational Dissent:
1. Macro Voices
2. Monetary Matters with Jack Farley
3. Forward Guidance
4. The Julia La Roche Show
5. The Meb Faber Show - Better Investing
How many episodes of Rational Dissent are there?
Rational Dissent launched 3 months ago and published 16 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on Rational Dissent?
Recent guests on Rational Dissent include:
1. Jim Bianco
2. Greg Laha
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