Jim Bianco's Big Predictions For 2024

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Jim Bianco Founder of Bianco Research joins the show for a wide ranging discussion into macro, crypto & what investors should expect in 2024. We discuss how to adjust to the end of the 40 year bond bull market, whether the Bitcoin ETF is a positive or negative for the permissionless ethos of crypto & Jim's outlook for the year ahead. To hear all this & more, you'll have to tune in! -- Follow Jim: https://twitter.com/biancoresearch Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Referenced In The Show: https://twitter.com/shekfu/status/1740523952362135662/photo/1 Joseph Wang's Markets Outlook 2024: https://www.youtube.com/watch?v=qcU93QeV8X8 -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (01:08) Reflecting On 2023 (03:04) DAS London Plug (04:22) The End Of The 40 Year Bond Bull Market (11:44) Inflation & Real Rates In 2023 (15:32) Jim's Outlook For 2024 (27:28) Blockworks Research Ad (28:15) The Bitcoin ETF (52:19) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.