Today we are publishing our first podcast, a conversation recorded Friday with Jim Bianco covering all things macro through the lens of Polymarket odds. We cover:
- When Jim thinks the Fed's rate cutting cycle might end,
- What Trump's tariffs might look like,
- The odds for a US bank failure in the coming months,
- Jim's contrarian take on what he expects Powell to say at the FOMC press conference this week
- What economic markets Jim would like to see on Polymarket

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