Maggie Lake Talking Markets

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.

Are bond investors losing faith in the Fed? Maggie Lake sat down with Michael Kao, CEO of Akanthos Capital Management, who thinks the recent run up in bond yields is a sign investors are worried about inflation and think the Fed is making a mistake by cutting interest rates. Michael also weighed in on the election, oil prices why investors should beware of the underappreciated risks around gold and Bitcoin. 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.comFind Michael's work: https://substack.com/@urbankaoboy *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

With a tightly contested US presidential election just over a week away and geopolitical tensions high investors are understandably looking for ways to protect their money, but what asset class provides that? Maggie Lake sat down with Noelle Acheson, author of the Crypto is Macro Now substack newsletter, to talk about why gold and Bitcoin may be better safe havens than bonds right now. They also look at the latest effort by BRICS countries to replace the US dollar as the world's dominant currency. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: Connect with me on Twitter: ⁠https://x.com/maggielake 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 have been selling off as investors nervously watch treasury yields march higher. What is the bond market afraid of? Maggie Lake sat down with Tommy Thornton, Founder of Hedge Fund Telemetry to discuss the volatility in bonds. Tommy thinks investors are nervous about the election, nervous about inflation and think the Fed was wrong to cut rates aggressively in September. He is worried a bond revolt could send yields higher and stocks lower. When market veterans like Tommy get nervous, we listen up. 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.

David Rosenberg, Founder of Rosenberg Research, is a well known bond bull, but the upcoming US election and massive fiscal spending have him nervous. Maggie Lake sat down for this extended conversation with David who talks about what he got wrong in the last year, what he is worried about looking ahead to 2025 and why he thinks retirees are way too over-exposed to equities. 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.

You don't want to trade the election, but you might want to take out a little insurance, especially if you are counting on a Trump win. Maggie Lake sat down with Kevin Muir, author of the Macro Tourist newsletter to talk about the risks around the US election and why investors should beware group think. He also lays out his bear case for bonds, bull case for gold and some unexpected opportunities for investors who are nimble. 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.

The massive amounts of energy needed to fuel the growth of artificial intelligence is about to fundamentally reshape global energy markets. Maggie Lake sits down with Doomberg, author of the widely followed energy Substack to talk about his views on oil, natural gas, geopolitical tensions, and China's supply chain dominance. Don't let the humorous green chicken avatar fool you, Doomberg lays down some seriously bold forecasts including the end of the OPEC cartel, the demise of the European Union, and Nato losing the Ukraine war. Recorded on Monday, October 14, 2024. *Doomberg alters his audio to protect his identity *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. Don't miss out on future episodes - get on the list here: ⁠https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Find Doomberg's work: https://substack.com/@doomberg Connect with me on Twitter: https://x.com/maggielake

US stocks notched up their sixth straight week of gains and some believe investors are starting to position for a Trump victory in the election. Maggie Lake sat down with Mish Schneider, Chief Strategist at MarketGauge.com who warned that may not be a straight forward bet. Mish gave her outlook for yields, fielded live questions on a range of different assets including gold and silver and talked about one of her favorite themes, the consumer vanity trade. She also threw in a few "dumpster dives" for anyone with some patience and a tolerance for risk. 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. for more on Mish: https://marketgauge.com/