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Jim Bianco gives his best ideas for 2026 and beyond
Автор: Bianco Research
Загружено: 2026-01-21
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Timestamps
00:00 Artificial Intelligence: Argues AI is the true "Fourth Industrial Revolution," bigger than the internet, and will solve the "database operator" problem of modern life.
02:44 The "Infrastructure Wave": Compares the current AI build-out to the Cisco/Internet boom of the late 90s—expecting an infrastructure bubble followed by a crash, then long-term utility.
04:37 Bond Market Analysis: Notes that the US 10-year was the only major sovereign yield to fall in 2025, largely due to government "jawboning."
08:08 Dollar & TIPS: Contrarian view: expects a strong dollar in the first half of the year; likes short-term TIPS (0–5 years).
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