TL;DR

Jim Bianco argues that the post-pandemic economy has broken all the old playbooks—central banks’ rate and inflation models keep missing the mark, and a relentless liquidity engine is what’s really driving asset prices today. Bonds look precarious, traditional liquidity tools are flopping, and investors need to rethink how they read the macro tea leaves.

On crypto, Jim sees Bitcoin and Ethereum evolving from speculative toys into genuine financial infrastructure, especially as institutions edge in and regulation takes shape. He shares bold predictions up to 2026, warns of the biggest pitfalls ahead, and urges investors to focus on real use-cases over hype.

Watch on YouTube