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Episode 51: Is The Worst Of The Trade War Over? With Rupert Mitchell
Episode 51: Is The Worst Of The Trade War Over? With Rupert Mitchell

Season 2 Episode 51

With China and the US drastically cutting reciprocal tariffs, is the worst of the trade war over? Rupert Mitchell, A.K.A. The Blind Squirrel on Subst…

11 months, 1 week ago

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Episode 50: Trade Talks & The Risks To US Treasuries. With Harry Melandri.
Episode 50: Trade Talks & The Risks To US Treasuries. With Harry Melandri.

Season 2 Episode 50

With President Trump saying today that an 80% tariff on Chinese goods “sounds right,” but that it's "up to Scott [Bessent]," what can we expect from …

11 months, 2 weeks ago

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Episode 49: The Great Rotation Into International Stocks Has Barely Started. With Vincent Deluard.
Episode 49: The Great Rotation Into International Stocks Has Barely Started. With Vincent Deluard.

Season 2 Episode 49

The Fed left rates unchanged but Vincent Deluard says the real story is elsewhere. The Director of Global Macro Strategy at StoneX joins Maggie Lake …

11 months, 2 weeks ago

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Episode 48: China Tariff Rollbacks Incoming? With Peter Boockvar.
Episode 48: China Tariff Rollbacks Incoming? With Peter Boockvar.

Season 2 Episode 48

"We're going to see a dramatic reduction in tariff rates on China," Peter Boockvar wrote May 5 in the Boock Report. The CIO of Bleakley Financial Gro…

11 months, 2 weeks ago

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Episode 47: Is Another Sell Off Looming? With Dale Pinkert.
Episode 47: Is Another Sell Off Looming? With Dale Pinkert.

Season 2 Episode 47

Stocks rallied today after a better-than-expected jobs report, with 177,000 new positions added despite ongoing tariff uncertainty. Treasury yields a…

11 months, 2 weeks ago

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Episode 46: GDP, META and MSFT. With Tommy Thornton
Episode 46: GDP, META and MSFT. With Tommy Thornton

Season 2 Episode 46

US GDP growth slowed sharply in Q1, marking the biggest drop since early 2022—and markets are feeling it. Stocks are under pressure ahead of key earn…

11 months, 3 weeks ago

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Episode 45: Markets Still "Full of Dry Tinder". With Rudy Havenstein.
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 an…

11 months, 3 weeks ago

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Episode 44: Is The Consumer Sector Bottoming? With Mish Schneider.
Episode 44: Is The Consumer Sector Bottoming? With Mish Schneider.

Season 2 Episode 44

Kicking off the week on Talking Markets, we've got MarketGauge.com Chief Strategist Mish Schneider joining Maggie Lake. They discuss the outlook for …

11 months, 3 weeks ago

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Episode 43: Will the US be a "Crypto Superpower"? With Jeff Dorman.
Episode 43: Will the US be a "Crypto Superpower"? With Jeff Dorman.

Season 2 Episode 43

Now that crypto-friendly Paul Atkins has been sworn in as SEC chair, will we see the US become a "crypto superpower"? Joining Maggie Lake today on Ta…

1 year ago

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Episode 42: Will Trump Force Powell's Hand? With Ben Miller.
Episode 42: Will Trump Force Powell's Hand? With Ben Miller.

Season 2 Episode 42

Today on Talking Markets, Fundrise CEO and co-founder Ben Miller joins Maggie Lake to break down the state of US real estate — and the growing pressu…

1 year ago

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