Your Portfolio Is One Big AI Bet — The Diversification Illusion
Are investors really diversified — or has the AI boom turned major stock indexes into one enormous concentrated bet?
Rupert Mitchell, author of The Blind Squirrel, joins Maggie Lake to explain why he believes traditional index investing may now offer a false sense of diversification. His concern: …
Higher Rates Could Burst the AI Bubble — Here’s What to Own Instead
Could rising interest rates burst the AI bubble—and leave investors exposed in both stocks and bonds? Jesse Felder, founder of The Felder Report, joins Maggie Lake to discuss inflation, Treasury yields, gold and why he believes the commodity supercycle still has room to run.
Felder explains why he …
Episode 76: Does Tech Have More Room To Run? With Mish Schneider
MarketGauge.com Chief Strategist Mish Schneider joins Maggie Lake to break down the key levels she's watching in markets amidst higher rates, all eyes on tech leadership, and concerns about breadth. She'll also be updating us on what's going on in her Economic Modern Family (watch out for XRT!) and…
Episode 77: Are Yields and the Dollar Topping? With Dale Pinkert
Treasury yields are pushing to their highest levels in more than two decades, with the 10-year hitting 5.35% as oil climbs back above $100. But could yields be getting ready to reverse. Maggie Lake is joined by TradeGateHub Coach Dale Pinkert to break down what he’s seeing in bonds, the technical s…
AI Is Propping Up the Economy. The Fed Could Break It.
💡 Is your portfolio prepared for a market where stocks and bonds could fall together? With AI masking economic weakness and the Fed risking overtightening, traditional diversification may not offer the protection investors expect. Request a complimentary portfolio review with a Wealthion financial …
Episode 78: Who blinks - Treasuries or Equities? With Peter Boockvar
Maggie Lake is joined by Peter Boockvar, Chief Investment Officer of One Point BFG Wealth Partners and Editor of The Boock Report on Substack, to discuss the game of chicken he says is being played between big-cap tech stocks and rising global interest rates, as oil prices climb, chip stocks come u…
Housing Market in Crisis: Nick Gerli Warns the Worst Is Yet to Come
🏠 Could the housing downturn put your investments at risk? Get a second opinion on your portfolio with Wealthion: https://bit.ly/4e9LsJV
Is the U.S. housing market headed for a deeper crash?
Real estate expert Nick Gerli, founder of Reventure, joins Maggie Lake to explain why America's housing ma…
Episode 79: Be patient and Keep Your Powder Dry. With Dale Pinkert
Stocks are under pressure and Treasury yields are surging today after September inflation came in hotter than expected. The Nasdaq is taking the biggest hit, while traders are now pricing in a much greater chance of an October Fed rate hike. Maggie Lake is joined by TradeGateHub Coach Dale Pinkert …
Episode 80: Buy The Dip or Fade The Bounce? With Tony Greer
TG Macro founder and Sailor's Edge editor Tony Greer joins Maggie Lake on Talking Markets to break down the rollercoaster markets. Greer walks through why he thinks semiconductors topped back in June (right around the SpaceX IPO) and haven't made a new high since, why he's betting the upcoming Anth…
Episode 81: Tech Rally But Trouble Ahead? With Kevin Muir
Yes there is trouble ahead! We'll get to that in a moment. First, a big thanks for listening. If you find these conversations valuable please take a minute to leave a comment or subscribe. I spend most of my time on Substack and have been debating whether it is worth it to post to other podcast pla…
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