UGO02: Inequality, Inflation, and the End of Consensus ft. Jim Bianco

What if the volatility we’re seeing is not a pause in the cycle, but the start of something lasting? In this episode, Cem Karsan sits down with Jim Bianco to unpack the forces reshaping the market and the political landscape around it. From the roots of labor unrest in 1880s Chicago to rising tariffs and inflation today, they trace how decades of policy widened inequality and fractured the middle. This is a conversation about debt, power, and the limits of the old playbook. The Fed may no longer be able to step in. Passive investing may no longer offer safety. If you are still positioned for the past, this episode is a clear signal to rethink what comes next.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to [email protected] please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Jim on X.Episode TimeStamps: 02:01 - Introduction to Jim Bianco and Bianco Research06:36 - The big macro picture view16:02 - The financial inequality is at an all time high22:51 - The power of generational wealth24:07 - The imbalance of politics - something has to change27:47 - Why we will see a major shift in how we invest soon30:19 - How the economy is changing36:10 - What defines a strong economy?40:58 - What is Trump talking about?45:36 - The outlook of the economy53:33 - The core of the political problems in the US55:16 - How to benefit from the current market...