Fed’s Next Pivot: Which Assets Collapse First And When? | Jim Bianco
Jun 20, 2026
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Jim Bianco, President of Bianco Research, discusses the forces likely to shape markets through the rest of 2026, spanning Federal Reserve policy, inflation, oil, the AI-driven stock market, and the state of crypto.
*This video was recorded on June 18, 2026.
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DISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.
The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.
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Intro. - 0:00
1:55 - Will The Fed Hike, And How High Do Yields Go?
8:06 - The Strait Of Hormuz, Oil, And Core Inflation
13:03 - Was The 2024 Rate Cut Political?
15:36 - Are Bonds Still Worth Owning?
18:56 - The Two Stock Markets: AI Versus Everything Else
22:51 - The Gartner Hype Cycle And The AI Bubble
29:53 - Fad Or Mega Trend? AI's Real Use Case
34:11 - Crypto, Stablecoins, And The Road Ahead
#stocks #investing #economy
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