Jim Bianco, founder of Bianco Research, argues that the post-pandemic economy has upended every traditional model—central banks keep misreading inflation, rates and policy moves are sending bond and equity markets into a spin, and the real engine now is pure liquidity rather than fundamentals. He breaks down why investors keep getting burned by chasing yield, why bonds aren’t a safe haven anymore, and how the Fed’s balance sheet games are rewriting the rules of risk.
On crypto, Jim sees Bitcoin and Ethereum evolving from pure speculation into genuine financial infrastructure—think global settlement rails, programmable money and institutional-grade collateral. He walks through adoption curves, regulatory potholes and market cycles, offering a cautiously bullish path toward 2026 and tips for navigating volatility without losing your shirt.
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