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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 investors have written off bonds as “uninvestable,” Rosie…
Published on 6 months, 2 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 wobble, or the start of something more serious? Rick …
Published on 6 months, 2 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 Beautiful Bill" going down to the wire, bond inve…
Published on 6 months, 3 weeks 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 (which would increase projected budget deficits b…
Published on 6 months, 3 weeks 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 Quadratic Capital and portfolio manager of IVOL a…
Published on 7 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 to unpack why the inflation data may be misleading…
Published on 7 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 Substack, thinks so: "The administration clearly cares …
Published on 7 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 the US/China trade talks this weekend - and how mi…
Published on 7 months, 1 week 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 to explain why the 2% inflation target is dead, wh…
Published on 7 months, 1 week 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 Group joins Maggie Lake on Talking Markets to discuss…
Published on 7 months, 1 week ago