The market keeps bouncing back from everything. COVID. 9% inflation. Silicon Valley Bank. Liberation Day. And every time, investors learned the same lesson: it always works itself out. But what if this time it doesn't?
Jim Bianco, President and CEO of Bianco Research joins Jim Iuorio and Bob Iaccino to break down the one macro risk nobody is pricing in right now. And why if it stays unresolved longer than expected, stocks could draw down 15 to 20%.
What you'll take away:
- The #1 macro risk the stock market is completely ignoring
- Why tech keeps hitting all-time highs despite uncertainty
- Semis vs. software: how AI is splitting the market in two
- What agentic AI really means for jobs and your portfolio
- Gold vs. Bitcoin: which wins the dollar debasement trade
- Which AI tool to pay for: Claude, ChatGPT, Grok or Perplexity
- Why private credit could become the next big problem