Jim Bianco argues that the post-pandemic economy is unlike anything we’ve seen, with traditional models failing under the weight of persistent inflation, shifting interest rates and policy missteps. He breaks down how an unprecedented liquidity engine has been driving asset prices, why investors keep underestimating bond risks and central bank constraints, and what that means for mainstream markets going forward.
On the crypto side, Bianco sees Bitcoin and Ethereum evolving beyond pure speculation into real financial infrastructure. He dives into how digital assets fit into this new macro regime, the looming threat (and promise) of institutional adoption, and why the next market cycle—stretching into 2026—could reshape regulation, capital flows and the very role of crypto in global finance.
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