Jim Bianco on the Health of the Global Financial System

<p>Jim Bianco is the Head of Bianco Research and owner of BiancoResearch.ETH, Jim is our go-to source of macro analysis from someone who also knows crypto. </p> <p>Jim was early and loud about the initial Fed pivot into rising interest rates, all the way back in March of 2022, before much of the crypto industry really understood how significant interest rates can be. </p> <p>Now, we’re having Jim back on for his 4th time to help us navigate this next wave of macro chaos.</p> <p>------<br /> 📣 Infura | New SDK for NFT APIs For Devs<br /> <a href= "https://bankless.cc/Infura">https://bankless.cc/Infura</a> </p> <p>------<br /> 🚀 JOIN BANKLESS PREMIUM: <br /> <a href= "https://www.bankless.com/dashboard">https://www.bankless.com/dashboard</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/kraken">https://bankless.cc/kraken</a> </p> <p>🦄UNISWAP | ON-CHAIN MARKETPLACE<br /> <a href= "https://bankless.cc/uniswap">https://bankless.cc/uniswap</a> </p> <p>👻 PHANTOM | FRIENDLY MULTICHAIN WALLET<br /> <a href= "https://bankless.cc/phantom-waitlist">https://bankless.cc/phantom-waitlist</a> </p> <p>🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE<br /> <a href= "https://bankless.cc/MetaMask">https://bankless.cc/MetaMask</a> </p> <p>🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a>  </p> <p>------<br /> Timestamps:</p> <p>0:00 Intro <br /> 8:10 Balaji's Bet <br /> 10:48 Arthur Hayes & Ben Hunt<br /> 14:30 The Fed's Balance Sheet Chart<br /> 18:00 Deposits in Banks Chart<br /> 27:20 BTFP<br /> 36:09 Raising Rates & Insolvency <br /> 38:35 The Long Tail of Banks <br /> 47:09 Treasury Returns?! <br /> 54:45 Uncertainty & Bond Market <br /> 58:20 Phase Change <br /> 1:02:24 Signs of Health<br /> 1:06:55 What is Jim Doing? <br /> 1:10:40 Closing & Disclaimers</p> <p>------<br /