Jim Bianco: The Bond Market is Broken | 60/40 is Dead, "Boomer Bitcoin," & Fed Chaos | S2. Ep. 2

Is the 40-year bull market in bonds officially over? And why is the Federal Reserve losing control of interest rates? 📉🏛️ In Episode 3 of Traders of the World, host Flavio Lemos, CMT, and special co-host Raphael Figueredo (Equity Strategist at XP Inc.) sit down with a true macro legend: Jim Bianco. Jim Bianco is the President of Bianco Research and one of the most respected voices in macroeconomics, fixed income, and intermarket analysis. With over 30 years of experience, he is a regular on Bloomberg and CNBC, known for making contrarian calls that actually play out—like predicting the inflation spike of 2022 when everyone said it was "transitory." In this masterclass, Jim explains why the 60/40 portfolio is dead, breaks down the new "inflation regime," and reveals why he calls the housing market "Bitcoin for Boomers." 👇 IN THIS EPISODE, YOU WILL LEARN: The "Murdered" Economy: Why recessions don't happen from old age and why we are in the "No Landing" camp. Fed Chaos: How political pressure is fracturing the Fed's voting bloc and what it means for the December meeting. The Death of 60/40: Why the stock-bond correlation has flipped positive and why you need a new strategy. "Boomer Bitcoin": A fascinating look at why housing is the degenerate leverage trade for the older generation. Gold & Silver: Why precious metals are rallying despite high rates (Hint: It’s not just inflation). Active vs. Passive: Why passive investing works for stocks but fails in fixed income. ⏳ TIMESTAMPS (Jump to the best parts): 00:00 - Intro: The Universal Language of Markets 02:15 - Meet Co-Host Raphael Figueredo (XP Inc.) 04:00 - Who is Jim Bianco? From 1987 Crash to Macro Legend 07:30 - THE BIG SHIFT: Why the 40-Year Bond Bull Market Ended in 2020 11:50 - The "Pennant" Pattern on the 10-Year Yield ⚠️ 16:10 - NO LANDING: Why the Recession Never Came (The "Murder Weapon" Theory) 21:45 - FED CHAOS: Is Jerome Powell Losing Control of the Board? 26:30 - INTERMARKET ALPHA: The Stock/Bond Correlation Flip (Why 60/40 Failed) 29:50 - GOLD & SILVER: Why Asia is Buying Precious Metals Aggressively 32:10 - "BOOMER BITCOIN": The Truth About the Housing Market Bubble 🏠 35:45 - Active vs. Passive Management in Fixed Income (Golf vs. Tennis Analogy) 39:20 - Jim’s Best Call (COVID 2020) & The "Moral Dilemma" of Shorting 42:30 - Where to Follow Jim Bianco 🔗 CONNECT WITH OUR GUEST: Jim Bianco on Twitter/X: @biancoresearch Research: biancoresearch.com ETF: biancoadvisors.com 🔗 CONNECT WITH THE HOSTS: Follow Flávio Lemos on Instagram:   / flaviolemoscmt   https://x.com/flaviolemoscmt Raphael Figueredo: https://x.com/RaphaFigueredo 👇 STALK US (FOR ALPHA): 📷 Instagram:   / traderbrasil   🎧 Spotify:https://open.spotify.com/show/13JnCyI... 🍏 Apple Podcasts: https://podcasts.apple.com/us/podcast... 🐦 Twitter/X: https://www.x.com/traderbrasil/ 📺 BINGE SEASON 1 & 2: All Episodes:    • Traders of the World Podcast Series   📚 RESOURCES & LINKS: Official CMT Association: cmtassociation.com 📚 CONCEPTS MENTIONED: Intermarket Analysis Stock-Bond Correlation Fed Dot Plot & Voting Real Estate vs. Crypto Leverage Inflation Regime Change (3-4% structural) ⚠️ DISCLAIMER: This video is for educational purposes only and does not constitute financial advice. Trading involves risk. Always do your own research. Hashtags: #JimBianco #MacroEconomics #BondMarket #FederalReserve #Inflation #NoLanding #Gold #Bitcoin #RealEstate #CMTAssociation #FlavioLemos #RaphaelFigueredo #TradersOfTheWorld #FixedIncome