Jim Bianco on Today’s Markets

Jim Bianco argues that the post-pandemic economy has shattered traditional models: runaway inflation, volatile interest rates and central banks’ “liquidity engine” are all rewriting the playbook for bonds and risk assets. He says investors are still misreading how policy mistakes and cash flows drive market moves, leaving many underprepared.

On the crypto front, Bianco believes Bitcoin and Ethereum are heading toward real financial infrastructure rather than mere speculation—but cautions that adoption, regulation and ever-present market cycles will define their path. He even shares a glimpse of his 2026 outlook and offers practical advice for navigating this new macro-crypto regime.

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