Can the manipulation of CPI numbers really shape our financial future? Join us as we sit down with Mish Schneider, the chief strategist for marketgage.com, to dissect this provocative question and more. Mish takes us on a journey from her early days on the commodities floor to her current expertise in equities, offering deep insights into the factors driving today's economic landscape. We dig into the undervaluation of commodities pre-COVID, explore the lasting inflationary pressures from the pandemic, and analyze key indicators like gold, silver, oil prices, and the national debt.
Our exploration doesn't stop at domestic markets. We shine a light on global commodities, focusing particularly on China's economy and the implications of the Baltic Dry Index. Mish challenges the narrative of China's economic struggles by pointing out a thriving middle class and robust demand for bulk commodities. We also scrutinize lagging inflation indicators such as the CPI, PPI, and PCE, and their inability to fully capture current economic trends. Through a closer look at agricultural commodities, we identify cycles and geopolitical factors that may drive future price increases, using the significant rise in sugar prices since COVID as a case in point.
In the final part of our conversation, we explore the future of markets and commodities, zeroing in on the intersection of electric vehicles (EVs), infrastructure, and raw materials. We discuss the potential for widespread EV adoption by 2025, the critical need for infrastructure investments, and why stocks like Tesla and Rivian are catching bullish sentiments. Mish also provides her take on post-COVID consumer behavior trends and the emerging influence of obesity drugs across industries. With a thorough analysis of technical tools and key commodity indicators, we wrap up by assessing the risk-reward profile for long-duration bonds and their impact on market sentiment. Don't miss out on this comprehensive discussion loaded with expert insights and forward-looking perspectives.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Riddler Road Rally is not your average adventure. It’s a live, citywide scavenger hunt on wheels, that will be the most fun you have this summer!
Riddler Road Rally is hitting eleven cities across Utah and Idaho. Each rally brings new clues and its own vibe, with pre-rally parties, swag giveaways, and surprise diversions. Whether you rep your hometown or hit every stop on the Wasatch Tour to climb the 2025 leaderboard, the choice is yours.
You and your team will race across t
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
