Bond Market Turning Point: Why Jim Bianco Just Flipped After 5 Years

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Jim Bianco, President and Founder of Bianco Research, discusses surging Treasury yields, the Fed’s rate-hike dilemma, persistent inflation and oil pressures, the future of globalization, Bitcoin, and why he is turning bullish on bonds for the first time since 2020.*This video was recorded on September 28, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JIM BIANCO:Bianco Research: https://www.biancoresearch.com/visitor-home/X (@biancoresearch): https://x.com/biancoresearchBianco Advisors: https://www.biancoadvisors.com/YouTube: https://www.youtube.com/biancoresearchLinked-In: https://www.linkedin.com/in/james-bianco-117619152/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: 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.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Bond Yields, Oil & the Fed’s Dilemma2:21 - Why Bonds May Finally Be Attractive3:34 - Is the Yield Curve Warning of Recession?8:15 - Will the Fed Hike Again in October?11:44 - Iran, Oil & the Effective $200 Oil Price14:36 - Oil, Inflation & 5% Treasury Yields20:07 - Why Inflation Could Stay Higher for Years22:29 - Diesel, Tariffs & the End of Cheap Goods27:09 - Globalization, Manufacturing & the U.S. Economy32:38 - Are 5% Bond Yields the New Normal?34:27 - America’s Debt & Spending Problem38:03 - Bitcoin, Crypto & Risk Assets42:10 - Why Bonds Could Pull Money From Stocks#stocks #bonds #investing