Inside the Modern Economy: Jim Bianco on Kevin Warsh, AI, and the Next Market Shock

About this episode

Is the Fed's next move about to blindside the housing market? Is AI already in bubble territory, or is the real danger still a few years out? And why does the price of oil seem to move Trump's rhetoric on the Strait of Hormuz, instead of the other way around? Jim Bianco, founder of Bianco Research, joins Vance Barse, founder of YDF Wealth, to make sense of an economy that feels like it's running on contradictions. Stocks are hitting record highs. So are home prices. Inflation refuses to fall back to 2 percent. And the bond market is openly pushing back against a Fed that's already cutting rates. Bianco explains why none of this is as strange as it looks, and why investors clinging to the…