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Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses consumer spending and consumption strength. •What is going on with Consumption & Retail Sales? •Why is this happening? •How long will this last? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses what Powell said and what it means. · What did Powell say? · Outlook on the economy · How to position? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim answers the question, is the economy surging again? • What is happening to the June Economic Data? • How is the bond market responding? • How about the Fed outlook? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Q2 Investor Letter: The Market vs the Fed https://www.biancoadvisors.com/q2-investor-letter-the-market-vs-the-fed/ Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim will discuss the year-to-date performance of the Bianco Research Fixed Income Total Return Index and the Market vs the Fed. · YTD Index and ETF Performance · What Is Neutral? · When Are You Getting Off Neutral? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim will share his thoughts on CPI and the Fed Meeting. • CPI came in less than expected. What is the takeaway? • The Fed held steady, will they cut rates this year? • What about the neutral rate? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses his thoughts on the state of the US deficit. • Putting the Debt/Deficit into Perspective • What About Government Spending • How Does It Get Resolved Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim gives his thoughts on the Fed and QRA. · No Rate hikes is now dovish · Tapering QT · Thoughts on the QRA Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses the bond market's year-to-date performance. · How was the position going into the year? · How has the year turned out so far? · When do rates peak? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discuss the big picture on inflation and the economy. · How is the Economy Performing vs Expectations? · What Changed in 2020? · What should we expect? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses managing fixed income in a world with yield. • What is going on with interest rates? • What is your outlook? • How hard is it to beat a benchmark? • How has the Index done? • What is the current positioning? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses how the economy changed after Covid, and how it is unique to the U.S. · Record Government Spending · Consumer Spending Boom · U.S. Separates From the Rest of the World Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses the Fabulous Four and the equity market rally. · What are the Fabulous Four? · Have we seen this before? · What does Wall Street need? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim explains what's going on with the Bitcoin ETFs. · What Are the Spot BTC ETFs? · How Big Are They? · What Are Some of the Concerns? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses inflation's “last mile.” · What is the “Last Mile?” · What factors drive inflation? · How will markets take it? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses the resurgence of goods inflation. · What's the latest with shipping? · How is this impacting prices? · When do things return to normal? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses the return of liquidity and what it's doing to asset prices. · What's going on with rates & financial conditions? · What does it mean for market liquidity? · What does it mean for markets? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses the big drop in yields after last week's refunding announcement. · Why look at TLT? · What are volume and flows telling us? · How about the options market? · What does it all mean? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim explains why we should not expect a reversion to the QE-Era. · Every Quarter – Contraction to Boom · Housing Holding On · Are Real Rates Too High? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Season 4 has arrived and we start with a cracking episode. We talk to Susan Rose who is an expert in customer-centric retail strategy and customer behavioural segmentation. She has worked in this field since joining Dunnhumby in 1991, where she was part of the team that developed and launched the highly acclaimed Tesco Clubcard loyalty programme.Since then she has founded multiple businesses including retail analytics specialist 5one, Zinc, Keystone consulting and most recently Science of Shopping.In short, she's smart and experienced and definitely worth 40 minutes of your time to listeExternal resources:Science of Shopping - CLICK HEREAudio-Visual assets:Imagery: Photo by Matthew Brodeur on UnsplashMusic: Hot Thang by Daniel Fridell. CLICK HEREMusic: You oughta know by Rockin' for Decades. CLICK HERE
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses the bond market, rates, and why everyone is still bullish. · Bond Bullishness is as strong as ever · Why The Bullishness? · What Are They Getting Wrong? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Outages and degradations can happen when underlying data isn't fresh enough. In recent weeks, stale data may have contributed to incidents at both Slack and Cloudflare. Slack began experiencing issues when, by our best guess, its app stopped trusting the freshness of the data in the cache; and, separately, Cloudflare's 1.1.1.1 DNS resolver ran into some issues related to stale root zone data.Watch this Pulse Update episode to hear more about the Cloudflare and Slack outages, and also explore recent disruptions at Google.For more insights, check out these links:- Explore the Slack outage in the ThousandEyes platform (NO LOGIN REQUIRED): https://apiyhhcphzaowmpqpyxrtdgggadiiujg.share.thousandeyes.com- Interested in more outage analysis? Check out our Internet Outages Timeline, which covers several notable Internet outages and application issues from the past year, along with the lessons they leave: https://www.thousandeyes.com/resources/internet-outages-timeline?utm_source=transistor&utm_medium=referral&utm_campaign=na_fy24q1_internetreportpulse21_podcast———CHAPTERS00:00 Intro01:11 The Download04:46 By the Numbers09:30 Slack Outage: Cached Data Freshness Issues23:08 Cloudflare Outage: Resolvers Use Stale Root Zone29:55 Get in Touch———Want to get in touch?If you have questions, feedback, or guests you would like to see featured on the show, send us a note at InternetReport@thousandeyes.com. Or follow us on X (formerly Twitter): @thousandeyes
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses the neutral interest rate known as R*. · What is R* and what is its significance today? · Where is the proper level of R*? · Does R* change over time? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
In this episode of Infrastructure Matters, hosts Steven Dickens, Camberley Bates, and Krista Macomber discuss all around data highlighting the growing importance of data management and governance, especially in the context of AI, with a focus on the role of Chief Data Officers. They also get into the changes with the cybersecurity tech industry, particularly in regard to layoffs, investments and CIO actions in rationalizing investments while balancing the need for robust security measures. The hosts explore infrastructure changes in the context of AI including aspects such as compute, especially GPUs, storage and mention why private enterprise AI is gaining attention. Topics include: What is the role of the Chief Data Officer and AI implications? Why are we seeing layoffs in the Cyber Security industry? How IT is taking actions and approaching Generative AI projects and changes to on-premises technology adoption Plus highlights on Google for Kubernetes at Scale, NetApp demo with Vertex
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses the basis trade and bond market positioning and sentiment. · What is the latest with the basis trade? · What are other measures of bond market sentiment and positioning saying? · What are the bond bulls looking for? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Alex Malitas of Bianco Research. Today Alex will give us an update on 0DTE Options. · What's going on with 0DTE nearly a year after they became popular? · Can you remind us how 0DTE options work? · How is this showing up in markets? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim updates his thoughts on the bank walk. • Bank stocks are struggling again. • The Bank Walk never stopped. • Where is the Bank Walk showing up? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com or call 800-606-1872.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim will discuss the latest with the Bank Walk, and why it matters. •The SLOOS report suggests a Recession, Corporate spreads do not. • The Bank Walk Continues. Lending Stalls. • Where do we see it in the markets? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim answers the question, what does the stock market see • Breaking down the stock market in 2023 • What are other markets doing? • What does it mean? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim answers the question, is inflation bottoming in June? •What is the Base Effect, and what does it say about Headline Inflation? •How about Core Inflation? •How will the Fed react to this? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Sam Rines of Arbor Data Science. Today Sam answers the question, is the easy disinflation over? •Underlying Price Pressure Continues •Grocery Prices Remain Elevated •The Housing Conundrum Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim will answer the question if we will get a liquidity squeeze. •Can funds be outside of the financial system? •What is the size of the drain? •What can offset it? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
We know how important data collection in special education is but how can we make it work in actual classrooms? There are so many factors that play into our data collection and analysis systems that go beyond our control and can make it challenging for us and our paras to collect data. In this episode, I am joined by Sasha Long who is sharing recommendations for data collection, tips for beginning teachers, and a great perspective on the state of where we're at in teaching. Sasha Long, BCBA, M.A., is the founder and president of The Autism Helper, Inc. She is a board certified behavior analyst and former special education teacher. Sasha shares strategies and best practices through her blog, podcast, membership, and online courses. Sasha travels internationally as a speaker and consultant providing individualized training and feedback to parents, educators, therapists and administrators in the world of autism. 02:28 - Why reinforcement is so important in making data work in the classroom06:40 - Sasha's tips for making data collection in the classroom easier09:30 - Why we need to allow for flexibility in the way that data is collected by others12:34 - Sasha's best advice for beginning teachers setting up a data system23:49 - The difference between behavior data and academic data28:47 - Sasha's reminder about data collection in the current state of teachingGrab the transcript and resource links at http://autismclassroomresources.com/episode167Join the Autism Classroom Resources' Free Resource Library: https://autismclassroomresources.com/free Want more information about the Special Educator Academy? SpecialEducatorAcademy.comJoin the Free Facebook Group: https://www.facebook.com/groups/specialeducatorsconnection
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim answers the question, why are markets so calm ahead of the Debt Ceiling? •The Treasury Bill yield curve "kinks" •What is the significance of June 15? •What options does the President have? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Sam Rines of Arbor Data Science. Today Sam talks through the oil puzzle. • Global Demand Story • Sweet vs Sour • Last Piece of the Puzzle Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses the latest with banking, deposits and the debt ceiling. •What is the latest with Banking? •What is the latest with Deposits? •What is the latest with the Debt Ceiling? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
ANNOUNCEMENT: We're hosting a LIFE COACH LAUNCH MASTER CLASS on Saturday, April 15th! If you've thought about becoming a Life Coach... either on-the-side or full time... THIS class is for you! With this LIVE MASTER CLASS... I'll personally walk you through the key steps to get started. Plus, I'll take you through the 5 "Predictors of Success" so you can know whether you should become a Coach! It'll be powerful, informative and fun! Click Here to find out more and sign up! _______________ I wanted to share some stats with you about the current state of the Life Coaching industry. (LOVE THAT DATA!) We're also talking about breaking glass ceilings... and how THAT can happen specifically in coaching. Plus... I'm sharing a specific example that might just inspire you! Dig in my friend and stay encouraged my friend... and we'll talk tomorrow! _______________ Sign up for our LIFE COACH LAUNCH MASTER CLASS on Saturday, April 15th! THIS class is for you! Be sure to hit me up with questions at www.encouragingtheencouragers.com and I'll answer them as we go! Check it out and be sure to grab our free "WELL PAID ENCOURAGER'S SECRET TOOL BOX!" (Plus... that's how you can start to get emails from me to stay in the know!) Be sure to check out my other podcast called "DREAM THINK DO too: here And hey... let's connect on Facebook and Instagram too! #letsdothis #IlovejesusbutIcussalittle #coaching #speaker #lifecoach #motivation #lifecoaching #coaching #love #coach #mindset #inspiration #selflove #life #selfcare #success #lifestyle #mentalhealth #mindfulness #personaldevelopment #entrepreneur #goals #happiness #loveyourself #meditation #healing #motivationalquotes #lifequotes #fitness #positivevibes #motivationalspeaker #businesscoach #personalgrowth #business
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim answers the question, is a credit crunch coming? • The latest in deposit outflows. • Where do loans come from? • What's next? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Sam Rines of Arbor Data Science. Today Sam talks about the other parts of SVB. • Areas of Concern • Takeaways from SVB • Long Term Implications Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses the banking crisis and what we have learned since. • Yield-Seekers • Bank Borrowings • Cash Surge Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses the banking crisis and what we have learned since. • Yield-Seekers • Bank Borrowings • Cash Surge Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Sam Rines of Arbor Data Science. Today Sam talks about energy one year later and one year forward. • Is Energy Still a Place to Hide? • Impact of Rate Hikes on Oil • 25% Returns for Oil Producers Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses the problem with surveys. • How are payrolls collected? • What is happening to response rates? • What does it mean for understanding the economy? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Sam Rines of Arbor Data Science. Today Sam talks about another reopening. • Reasons for Optimism? • Ridership in a Post-Covid World • The Crowded Skies Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Arjun Menon is another rising star in the football analytics community. He's a research and development intern at Pro Football Focus, co-host of the Take the Points podcast, a prominent contributor to football analytics Twitter, an honorable mention at the 2023 Big Data Bowl... and he's still in college. I learned a lot from Arjun during this conversation about the difference between football and other pro sports when it comes to analytics, what the future will look like for publicly available data, the salary cap, and how to build an analytics staff from scratch.Timestamps(1:57) Getting into football analytics(6:05) Exponentially growing reach(9:07) Football analytics vs other pro sports(11:35) Blending data with scouting (13:55) Future of publicly available data(18:09) Building a personal brand(24:15) Future goals(26:05) Building an analytics staff(36:27) Salary cap(42:40) 25th HourWhere to follow Arjun -Take The Points podcastLinkedInTwitterWhere to listen, subscribe, rate, and review: Apple PodcastsSpotifyNewsletterBlogTwitter Thank you for listening!
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses the Fed's rate hike cycle and how far they might go. • The market is starting to price in more than 5.25% • What do fund managers think? • How does inflation/economy fit into this? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim explains what 0DTE options are and why they are so popular. • What are 0DTE options? • Why are they so popular? • How to measure it? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Tej Seth is a rising star in the football analytics community. He's the newest data scientist at SumerSports, a prominent contributor to football analytics Twitter, and his group was recognized as an honorable mention at the 2023 Big Data Bowl. I learned a lot from Tej during this conversation about how to think about data, what he looks for when watching a game, and the importance of associating your work with a personal brand.Timestamps(1:47) Combining analysis & public speaking(3:30) Importance of personal brand(5:15) Demonstrating your thought process(10:20) Grit(12:00) Entry to coding(20:30) Consistency and podcasting (24:50) What to watch for in a game(27:00) Stability and misconceptions(33:20) Self-scouting(37:30) Educational content(38:50) Measuring culture(40:00) 25th HourWhere to follow Tej -Take The Points podcastLinkedInTwitterWhere to listen, subscribe, rate, and review: Apple PodcastsSpotifyNewsletterBlogTwitter Thank you for listening!
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Sam Rines of Arbor Data Science. Today Sam discusses the lingering effects of the pandemic as they show up in overlooked places. • Healthcare Sector: Boom or Bust? • Impact of Reopening • Global Phenomenon Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim argues that the market is not worried about the debt ceiling right now, but check back in May. • Why Do We Have A Debt Ceiling? • Where Do We Stand Now? • What Happens in June? Thank you for joining us today. We are client driven, if you have any questions or feedback on future topics, please let us know. For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.
Zach sits down to chat with Carolynn L. Johnson, CEO at DiversityInc, a data platform and media ecosystem known as the preeminent source of diversity, equity and inclusion (DEI) management content, benchmarking and best practices. Check out DiversityInc's website. https://bit.ly/3NpuAQP Connect with Carolynn on LinkedIn and Twitter. https://bit.ly/3fkd7gn https://bit.ly/3h2urXp