Podcast Episodes

Episode 38: Are Macro Storm Clouds Gathering? With Noelle Acheson

Season 1 Episode 38

Risk appetite is riding high, but could macro developments derail animal spirits? Maggie Lake sits down with the ever thoughtful Noelle Acheson, author of the Crypto is Macro Now substack, to look at…

Published on 1 year ago

Episode 37: What's Powering the US Dollar & Economy Higher? With Vincent Deluard

Season 1 Episode 37

The US dollar hit its highest level in a year following the US election. What is driving the rally and what does it mean for the global economy? Maggie Lake sits down with Vincent Deluard, Director o…

Published on 1 year ago

Episode 36: Can Bitcoin Break 100K? With Mish Schneider

Season 1 Episode 36

Cryptocurrencies have been on a tear ever since Donald Trump won the election, but can the rally last? Maggie Lake sits down with Mish Schneider, Chief Strategist at Marketgauge.com to talk about the…

Published on 1 year, 1 month ago

Episode 35: Are Stocks Priced For Perfection? With Sam Rines

Not necessarily is the short answer. Maggie Lake sat down with Sam Rines, Macro Strategist at Wisdom Tree, to talk about where stocks go from here and Sam finds a lot of reason for optimism, especial…

Published on 1 year, 1 month ago

Episode 34: The Coming Huge Rotation. With Cem Karsan

Maggie Lake sat down with Cem Karsan, Founder of Kai Volatility, to get his take on the Trump rally that has seen stocks, crypto and the US dollar all skyrocket. Cem draws on his deep knowledge of th…

Published on 1 year, 1 month ago

Episode 33: Refinancing Crisis Coming? With Michael Howell

Michael Howell, managing director of Cross Border Capital, joins Maggie Lake to discuss the liquidity landscape, the US' debt problem, and why inflation remains a major threat. He shares how the Fed …

Published on 1 year, 1 month ago

Episode 32: The Impact of Trump 2.0 - With Julian Brigden

Animal spirits were released in a week which saw Donald Trump win the US election and the Fed deliver another rate cut. Maggie Lake sat down with Julian Brigden, Head of Research at Macro Intelligenc…

Published on 1 year, 1 month ago

Episode 31: Trading the Election Aftermath. With Tony Greer

US stocks, the dollar, and crypto all rallied in the wake of Donald Trump's decisive win, but what happens from here? Maggie Lake sat down with Tony Greer, Editor of The Morning Navigator newsletter …

Published on 1 year, 1 month ago

Episode 30: Why Is There So Much Political Anger? With Dee Smith

Trust has evaporated, people are angry and Dee Smith the CEO and Founder of Strategic Insight Group argues this is about something much bigger than the US election. In this conversation Dee, who has …

Published on 1 year, 1 month ago

Episode 29: How to Ride the Metal Rally. With Rick Rule

Rick Rule thinks precious metals and natural resources stocks are poised for a decade long rally, but the road higher will be full of twists and turns. Maggie Lake sat down with the CEO and Founder o…

Published on 1 year, 1 month ago