Jim Bianco of Bianco Research returns to Mining Stock Daily for a wide-ranging macro discussion covering the evolving Strait of Hormuz crisis, oil inventories, inflation, interest rates, and the future direction of Federal Reserve policy. The conversation explores why financial markets remain remarkably calm despite tightening physical oil markets, whether rising yields reflect a stronger economy or persistent inflation, and why Jim believes investors should pay close attention to the changing dynamics inside the Federal Reserve under its new leadership. Trevor and Jim also debate the AI investment boom, the sustainability of massive capital spending on data centers, passive investing, and whether today's market resembles the early innings of the internet revolution or the peak of a speculative bubble. The episode concludes with a look back at the Mar-a-Lago Accord thesis discussed a year ago, examining which ideas have materialized, what remains ahead, and how shifting policy priorities could reshape markets over the coming years. From energy and geopolitics to AI, bonds, and monetary policy, this is a timely conversation connecting many of the biggest themes driving markets today.

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