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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…
1 year, 1 month 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…
1 year, 2 months 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…
1 year, 2 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…
1 year, 2 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…
1 year, 2 months 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 …
1 year, 2 months ago
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…
1 year, 2 months ago
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 …
1 year, 2 months ago
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 …
1 year, 2 months ago
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…
1 year, 2 months ago