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Episode 45: Markets Still "Full of Dry Tinder". With Rudy Havenstein.
Season 2 Episode 45
We’ve got something a little bit different for you this week on Talking Markets. It’s a special interview with Rudy Havenstein, market commentator and author of the Havenstein Moment Substack, who challenges conventional wisdom on macro, markets, and society at large. Up for discussion: why the US is still relatively strong, inflation’s true impact, the financialization of life, Rudy’s no-holds-barred take on policymakers including Janet Yellen, and more. Recorded April 23, 2025.Follow Rudy on Substack here: https://substack.com/@rudy🔔 Hit that subscribe button and join the conversation in the comments.Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.comWe know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.Chapters:00:00 - Introduction with Rudy Havenstein01:51 - Trump, Volatility, and the New Market Chaos04:11 - Why the U.S. Economy Is Still Stronger Than Europe06:01 - Are We Witnessing the Start of a New Economic Regime?07:04 - Changing the Status Quo: Painful but Necessary?08:00 - Investors’ Unrealistic Expectations About Stocks09:21 - Is a Recession Overdue for America?10:17 - Why the CPI Doesn’t Reflect Real Inflation12:31 - Tariffs, Reshoring, and the Future of U.S. Jobs14:06 - Trump as a Symptom of America’s Deeper Problems16:26 - Are Rising Interest Rates the New Long-Term Trend?18:21 - Media Outrage, Political Theater, and Public Anger20:12 - How Inflation Quietly Defaults on the Middle Class
Published on 7 months, 2 weeks ago