“This Is How Every Crisis Starts” w/ Jim Bianco

About this episode

Jim Bianco discusses the potential underestimation of energy risks in the current market.

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠⁠ ~~~~~~ Markets are hitting new all-time highs. AI stocks are leading the rally. Investors are still betting on lower rates. So... what could possibly go wrong? Jim Bianco of Bianco Research joined Milk Road Macro to explain why he thinks the market might be massively underestimating one of the biggest risks in the global economy right now: energy. Jim breaks down why the Strait of Hormuz matters way more than most investors realize, how global oil inventories are getting quietly depleted, and why treating structural problems as temporary liquidity issues has been the common thread behind nearly every major financial crisis. ~~~~~~ ⁠⁠⚡ Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. ⁠⁠ ⁠⁠📱 Your carrier sells your data, switch to Cape and get 33% off your first 6 months with code MILKROAD.⁠⁠ ⁠⁠🔮 Turn your takes into trades on Kalshi: predict real-world outcomes, and get $10 free when you trade $10.⁠⁠ ~~~~~~ ⁠⁠⁠⁠🥛 Your Edge in Macro Investing (Newsletter). ⁠⁠⁠ ~~~~~~ 👉 Follow Milk Road Macro on Social Media: 👉 ⁠ ⁠Milk Road…

People in this episode

Host: Milk Road

Guest: Jim Bianco

Topics covered

• market risks
• energy crisis
• financial crises
• AI stocks
• global economy

Keywords

• market highs
• energy risks
• oil inventories
• financial crisis
• investing

Sponsors

Nexo, Cape, Kalshi

Mentioned in this episode

Organizations: Bianco Research

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