Rational Dissent
Rational Dissent is a podcast by Bianco Research, a firm providing objective research and insights into financial markets for over 20 years. It combines cutting-edge analytics with a highly visual approach to deliver clear, data-driven conclusions. The podcast likely discusses market trends, economic analysis, and investment strategies.
Episodes
Episode 001. Why Do Investors Expect So Much?
Rational Dissent Episode 001. Why Do Investors Expect So Much?Investors have become accustomed to stocks returning double digits year after year. Is that the new normal? What should investors expect?Timestamps:00:00 - Introduction to Rational Dissent00:32 - Welcome & Market Returns Overview02:22 - CapEx vs. Cash Flow: The 3-in-1 Tech Supercycle06:43 - S&P Concentration: A Two-Asset Class M
Rational Dissent Introduction
Hello everyone welcome to the Rational Dissent Podcast where we discuss everything from markets and the economy to the Fed and AI, and we stress test conventional wisdom and consensus views.
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