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“This Is How Every Crisis Starts” w/ Jim Bianco

“This Is How Every Crisis Starts” w/ Jim Bianco

MACRO

PODCAST

John Gillen

JUN 2, 2026

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Markets are hitting new all-time highs. AI stocks are leading the rally. Investors are still betting on lower rates. So... what could possibly go wrong? Jim Bianco of Bianco Research joined Milk Road Macro to explain why he thinks the market might be massively underestimating one of the biggest risks in the global economy right now: energy. Jim breaks down why the Strait of Hormuz matters way more than most investors realize, how global oil inventories are getting quietly depleted, and why treating structural problems as temporary liquidity issues has been the common thread behind nearly every major financial crisis.

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