Jim Bianco, founder and CEO of Bianco Research, and Samuel Rines, managing director at Corbu LLC, join Jack Farley on beautiful Leen’s Lodge for the first week of “Camp Kotok.”

Follow Jim Bianco on Twitter https://twitter.com/biancoresearch

Follow Samuel Rines on Twitter https://twitter.com/SamuelRines

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Dave Nadig on Twitter https://twitter.com/DaveNadig

Follow David Kotok on Twitter https://twitter.com/DavidKotokGIC

Follow Cumberland Advisors on Twitter https://twitter.com/CumberlandADV

Follow Global Interdependence Center on Twitter https://twitter.com/Interdependence

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

Big thank you to David Nadig of VettaFi for supplying the drone footage: https://www.youtube.com/watch?v=wT1H7or-sHo

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Timecodes:

(00:00) Introduction

(08:22) The Bond Market

(12:45) I'm In The No-Landing Camp - Jim Bianco

(17:40) Most Of The Effects Of The Fed's Hikes Have Already Been Felt

(18:55) Forward Guidance Is A Problem - Samuel Rines