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Rational Dissent

Bianco Research L.L.C. has been a source of objective research and unique insights into financial markets for over 20 years. We combine cutting-edge analytics and a highly visual approach to provide clear, concise conclusions in a data driven market.

Latest Episodes:

Episode 001. Why Do Investors Expect So Much? Jul 24, 2026

Show notes

Investors have become accustomed to stocks returning double digits year after year. Is that the new normal? What should investors expect?

Chapters

00:00 - Introduction to Rational Dissent

00:32 - Welcome & Market Returns Overview

02:22 - CapEx vs. Cash Flow: The 3-in-1 Tech Supercycle

06:43 - S&P Concentration: A Two-Asset Class Market

09:16 - Valuation Breakdown: The Shiller CAPE Ratio

11:38 - Explaining the 4-5-6 Market Model

17:51 - Retail Sentiment, Bubble Behavior & Software Spending

26:09 - TIPS & Long-Term Real Return Opportunities

28:13 - Lightning Round: AI's Long-Run Sector Comparable

32:42 - Closing Remarks

Charts Used:

https://www.biancoresearch.com/bianco/podcast/2026/07/AIvsNonAICorrelation072426.png

https://www.biancoresearch.com/bianco/podcast/2026/07/CAPERatiovsReturns072426.png

https://www.biancoresearch.com/bianco/podcast/2026/07/456Markets072426.png

Learn more about Bianco Research: https://www.biancoresearch.com/

Rational Dissent Introduction Jul 24, 2026

Show notes

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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