

Jim Bianco
Market analyst and macro commentator known for incisive macro and market-cycle views; frequent podcast guest explaining cross-asset moves and financial history.
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Feb 12, 2026 • 1h 15min
What’s the Story? AI Stocks, Crypto Downturn, Metals Selloff, SaaSpocalypse | Jim Bianco
Jim Bianco, market analyst known for sharp macro and market-cycle takes. He breaks down last week’s fourfold selloff and why AI is crushing software build costs. He explains how crypto traded like software, how TradFi ‘synthetic Bitcoin’ amplifies volatility, and why the next crypto surge must be about replacement and building.


