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Episode 61: Are Commodities Grossly Undervalued? With Mish Schneider.
Season 2 Episode 61
Kicking off the week on Talking Markets, we've got MarketGauge.com Chief Strategist Mish Schneider joining Maggie Lake to discuss why she thinks comm…
10 months, 2 weeks ago
Episode 60: Geopolitical Threats & Opportunities. With Jacob Shapiro and Dee Smith.
Season 2 Episode 60
In this special episode of Talking Markets, Maggie Lake is joined by Strategic Insight Group CEO and founder Dee Smith, and Jacob Shapiro, Head of Ge…
10 months, 2 weeks ago
Episode 59: The Elon Effect on Gold. With Tony Greer
Season 2 Episode 59
"Elon Musk is a living, breathing, gold and Bitcoin endorsement right now," TG Macro's Tony Greer said this morning. He joins Maggie Lake on Talking …
10 months, 2 weeks ago
Episode 58: Is The Dollar Bear Trade Too Crowded? With Dale Pinkert
Season 2 Episode 58
It's been an eventful start to June, with stocks down slightly, Treasury yields inching up, oil up, and the dollar weakening against the euro, pound,…
10 months, 3 weeks ago
Episode 57: Recession, Then More QE. With David Rosenberg
Season 2 Episode 57
David Rosenberg, president of Rosenberg Research, joins Maggie Lake to explain why he’s a restrained bull on long-term Treasuries. While many investo…
10 months, 3 weeks ago
Episode 56: Gold vs. Bitcoin. With Rick Rule.
Season 2 Episode 56
Gold slipped earlier this week as President Trump delayed tariffs on the European Union and the US dollar strengthened. Is this just a short-term wob…
10 months, 3 weeks ago
Episode 55: Are Central Banks Losing Control of Bond Markets? With Julian Brigden.
Season 2 Episode 55
The 10-year yield was back above 4.5% today, while the 30-year broke 5% again sending equities sharply lower. With the fate of President Trump’s “Big…
11 months ago
Episode 54: Is it Time To Sell America? With Jeremy Schwartz.
Season 2 Episode 54
Stocks dipped and yields climbed today after Moody’s downgraded the US sovereign credit rating on Friday, and President Trump's tax and spending bill…
11 months ago
Episode 53: Is The Market Mispricing Risk Again? With Nancy Davis.
Season 2 Episode 53
The bond market isn’t behaving the way it used to, and investors can no longer rely on old correlations to hold, according to Nancy Davis, founder of…
11 months, 1 week ago
Episode 52: What's Bugging the Bond Market? With Noelle Acheson
Season 2 Episode 52
CPI came in soft, stocks cheered… but Treasury yields rose. What’s really going on? Noelle Acheson, author of Crypto Is Macro Now, joins Maggie Lake …
11 months, 1 week ago