Maggie Lake Talking Markets Episode 117: Where Is The Opportunity? With Mish Schneider.
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Dec 15, 2025 Mish Schneider, Chief Market Strategist at MarketGage.com and author of the 'Modern Economic Family', joins to discuss the current U.S. economy and investment strategies for 2026. She highlights positives in small caps and retail signals, and favors gold and silver due to geopolitical tensions and a weak dollar. Mish also shares insights on the Russell 2000 as an economic indicator, opportunities in energy, and the potential rebound in crypto. Her disciplined trading approach emphasizes patience and macro-conviction.
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Modern Family Signals Broader Economic Pickup
- Mish's Modern Family indicators show small caps, transport and retail improving, hinting at broadening economic activity.
- She is more optimistic on the economy now than she was earlier in the year based on these sector moves.
Use Metals And Small Caps As Rotation Signals
- Watch precious metals and the Russell 2000 as lead indicators for macro rotation into 2026.
- Use shifts in small caps versus semiconductors to judge whether the U.S. economy is truly picking up.
Retail Is Bifurcated — Diet Drugs Are A Catalyst
- Retail shows a bifurcated picture: wage pressure and high everyday costs constrain many consumers while new demand areas expand.
- Diet drugs and related services could materially reshape retail spending and add to GDP by creating 'thinner consumers.'