In this week’s “Masters in Business” podcast, I talk with James Bianco, president of Bianco Research LLC. The institutional research firm counts among its clients many of the world’s largest mutual funds, hedge funds and sovereign-wealth funds, managing trillions of dollars.
Bianco began his career trading futures before becoming a bond and equity analyst. In our interview, he discusses what it means that so many investors hate bonds and why it was inevitable that quantitative easing was going to drive equity markets higher.
Next week, we speak with Paul Krugman, Nobel Prize laureate, Princeton University professor of economics and New York Times columnist.