Why Raising Rates Would Actually Calm Markets | Jim Bianco
Why Raising Rates Would Actually Calm Markets | Jim Bianco
The Fed may no longer be a one-person institution, and markets are not ready for the consequences. Jim Bianco joins David Hoffman to unpack Kevin Warsh's emerging 12-voter Fed, the end of forward guidance, and the counterintuitive case that higher short-term rates could actually pull long-term yields lower. They also explore sticky inflation, why balance sheet reduction cannot happen overnight, how AI capex is reshaping the economy, why the AI bubble may look more like 1998 than 2000, and why Bi
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聯邦儲備局可能不再是單一人所掌控的機構，而市場尚未準備好面對其後果。Jim Bianco 與 David Hoffman 一同拆解 Kevin Warsh 正在興起的 12 人投票聯邦儲備局、前瞻指引結束，以及較高短期利率實際上可能拉低長期收益率的逆向案例。他們還探討黏性通膨、資產負債表縮減無法一蹴而就、AI 資本支出如何重塑經濟、為何 AI 泡沫更像 1998 年而非 2000 年，以及比特幣為何需要更強的加密貨幣，而非更深層依賴華爾街與華盛頓。--- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near-pod 🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner https://bankless.cc/bitkey ✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN https://bankless.cc/coinbase-one-card 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- 時間戳 0:00 新聯邦儲備局的形成 4:34 Warsh 的家庭爭端 10:16 前瞻指引結束 17:07 市場學會定價不確定性 22:29 為何降息提高長期收益率 26:42 通膨改變投票 30:42 利率還是資產負債表？ 35:00 高利率的案例 41:07 AI 資本支出與經濟 49:17 Warsh 的 AI 通縮押注 53:51 泡沫將延後 1:02:00 黃金、比特幣與貶值 1:07:04 強勢加密貨幣對弱勢加密貨幣 --- 資源 Jim Bianco https://x.com/biancoresearch Jim’s podcast https://www.youtube.com/watch?v=mhq-IKbzpDs&list=PLdyJxdkS1yBU --- 本內容非財務或稅務建議。請參閱我們的投資披露說明：https://www.bankless.com/disclosures