Jim Bianco of Bianco Research joins Jack Farley to share in-depth his framework for understanding the new interplay of inflation, the Fed, and asset prices in 2022.

Bianco argues that the mounting pressures on central banks to tame inflation mean that they are far less worried about maintaining asset prices. Bianco and Farley also discuss DeFi as a threat to the traditional banking industry and the profound economic and social consequences of the rise of work-from-home. Filmed on February 9, 2022.

Follow Jim Bianco @biancoresearch
Follow Jack Farley @JackFarley96
Follow Blockworks @Blockworks_

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BCB is Europe’s leading provider of business accounts and trading services for the digital asset economy. With a dedicated focus on institutional payment services, BCB Group provides business banking, cryptocurrency and foreign exchange market liquidity for some of the world’s largest crypto-engaged financial institutions. 

For more information, please visit https://www.bcbgroup.com/jack

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Timestamps
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00:00 Introduction
01:00 Fed Rate Hikes
10:51 Inflation Is America's Biggest Problem
16:15 Fed Tapering
24:17 BCB Ad
25:05 The New Labor Market
33:16 Supply Chain Shortages
41:26 Housing Market Inflation
46:50 Equity Indices
54:31 The Disruption of DeFi
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