About this episode
?Higher rates, sticky inflation, and mid-single-digit returns ahead? Is your portfolio positioned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4u7lptg
Jim Bianco of Bianco Research argues that the biggest risk in 2026 isn't a recession, it's a booming economy that keeps inflation stuck at 3% and forces interest rates much higher than anyone expects. In this interview with Maggie Lake, Jim explains why the Fed's preferred inflation gauge (PCE) is diverging from CPI for the first time in 40 years, why the S&P may only return 0-5% this year, and why most portfolios are built for cheap money that isn't coming back. He lays out his "4-5-6 market" framework: cash at 4%, bonds at 5%, stocks at ~6%, and explains why gold's rally is really about an Asian crisis, not U.S. decline. Jim also shares why Bitcoin's next bull run depends on "replacement, not permission."
Note: Recorded Monday, March 2nd.
?Higher inflation world? Get ahead of it. Join Wealthion's Real Assets Community: https://wealthion.com/getready
? In a higher inflation world, hard assets matter more than ever. Invest in physical gold and silver through GBI Direct: https://gbidirect.com/?aff=WTH
Chapters:
0:50 - Why Treasury Rates Are Headed Higher
3:28 - Investing in a 3% Inflation World
6:15 - Commodities and Hard Assets: Too Late to the Party?
8:26 - The Real Reason Gold and Silver Are Surging
11:32 - Is China's Manufacturing Edge Enough to Save It?
16:19 - Can the U.S. Economy Handle Higher Rates?
18:29 - ??Wealthion Golden Nugget: Bitcoin's Identity Crisis: From Permission to Replacement
24:40 - What Does Tether Buying Gold Really Mean?
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