Maggie Lake Talking Markets

Not necessarily is the short answer. Maggie Lake sat down with Sam Rines, Macro Strategist at Wisdom Tree, to talk about where stocks go from here and Sam finds a lot of reason for optimism, especially when you look at the US consumer. Sam also discusses the outlook for AI spend, importance of data and risks from tariffs. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Maggie Lake sat down with Cem Karsan, Founder of Kai Volatility, to get his take on the Trump rally that has seen stocks, crypto and the US dollar all skyrocket. Cem draws on his deep knowledge of the options markets to explain why this is about so much more than one candidate, the big changes that populism will bring and areas where investors can look for opportunity amid the volatility. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Michael Howell, managing director of Cross Border Capital, joins Maggie Lake to discuss the liquidity landscape, the US' debt problem, and why inflation remains a major threat. He shares how the Fed and Treasury are manipulating bond yields, explains the return of a different kind of bond vigilante, warns of the risks of rising bond market volatility, and discusses why China's economic stimulus may not be the silver bullet many hope for. A must-watch for anyone concerned about the future of global financial markets. Recorded November 8, 2024. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Animal spirits were released in a week which saw Donald Trump win the US election and the Fed deliver another rate cut. Maggie Lake sat down with Julian Brigden, Head of Research at Macro Intelligence 2 Partners, to discuss whether the knee-jerk rally in risk assets can continue. Julian also talks about the economic impact of Trump 2.0, the risks posed by inflation and why American exceptionalism may be at risk. You can find more of Julian's work here: https://mi2partners.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

US stocks, the dollar, and crypto all rallied in the wake of Donald Trump's decisive win, but what happens from here? Maggie Lake sat down with Tony Greer, Editor of The Morning Navigator newsletter to talk about which Trump trades investors should ride higher and which to fade. They also discussed the outlook for commodities and whether the jump in bond yields signals trouble ahead. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Trust has evaporated, people are angry and Dee Smith the CEO and Founder of Strategic Insight Group argues this is about something much bigger than the US election. In this conversation Dee, who has spent decades advising companies and governments on risk, warns of a world that is at a dangerous tipping point. This conversation is non-partisan, terrifying at times, but also hopeful. What should a new system look like? Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com

Rick Rule thinks precious metals and natural resources stocks are poised for a decade long rally, but the road higher will be full of twists and turns. Maggie Lake sat down with the CEO and Founder of Rule Investment Media, a long time gold bull, to talk about the speed and pace of the rally. He also discusses the earnings outlook for miners, the crowded trade in uranium and the trade that is so cheap, "....it's a felony." Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Ed Yardeni, president of Yardeni Research, sees a bright future for the US economy and stock market - though with a few rain clouds along the way. In conversation with Maggie Lake, he explains why he thinks inflation fears are overblown, how China's recession is benefiting the US, and why productivity gains are driving a new economic boom. Yardeni also discusses the return of the bond vigilantes, his concerns about fiscal policy, and why he expects the S&P 500 to hit 8,000 by 2030. So, is it actually time to be greedy when others are fearful? Recorded on October 31, 2024. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

US non-farm payrolls came in much weaker than expected and that's not the only sign of trouble for the US economy. Maggie Lake sat down with Jeff Snider, host of The Eurodollar University, who believes the US economy is already sliding into recession. For confirmation Jeff says look no further than the short-end of the bond market which signals more rate cuts to come. Jeff also takes on the critics who say he is a permabear that has missed most of the stock rally. Get access to Jeff's Chats Here: https://bit.ly/jeffcharts Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com

"Be prepared for a populist, protectionist, America first ideologue, no matter who wins the election." Jacob Shapiro, Head of Geopolitical and Macro at The Bespoke Group, sat down with Maggie Lake on October 30th to discuss the global implications of the upcoming election. As always, Jacob has his eye trained where others aren't. Most interesting were his takes on the power vacuums a more insular US will create and the investment opportunities they present for investors. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.