Episode 72: Is The Pain Trade Higher? With Tommy Thornton.
Tom Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake on Talking Markets to break down what his sentiment and technical indicators are telling him about markets right now. Tom digs into narrow market breadth, the 10-year yield hovering around 5%, oil’s role as a key macro pressure point,…
Episode 74: Big Fed Surprise Coming? With David Rosenberg
With the bond market dominating the headlines, it's the perfect time to welcome David Rosenberg, founder of Rosenberg Research, back to Talking Markets. Rosie joins Maggie Lake to discuss why he thinks a "big surprise" is coming the Fed's way, why AI is not bigger than the business cycle, what the …
Episode 73: Growth Scare Coming? With Dale Pinkert
The 10-year Treasury yield is back at levels last seen in 2007, putting fresh pressure on markets at an already uneasy moment. TradeGateHub Coach Dale Pinkert joins Maggie Lake on Talking Markets to explain why he’s bearish on banks, what the charts are telling him now, and where he thinks the next…
Deflation Is Coming — And Gold, Bitcoin & Copper Could All Get Hit
Mike McGlone says gold, copper and even Bitcoin have become "stock puppets," so correlated with the S&P 500 that a 10% drop in stocks could crush them all together. Why the asset you thought was a hedge may not be diversifying you at all.Bloomberg commodity strategist Mike McGlone joins Maggie Lake…
Episode 75: Silver lower, Yields Higher. With Dale Pinkert
Softer-than-expected inflation sent the dollar lower and gold higher today. At the same time, US GDP growth for Q2 was revised sharply higher to 2.2%. So what do you do with an economy that looks stronger than expected while inflation appears to be cooling? Maggie Lake sits down with TradeGateHub C…
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 …
موتور جستجوی پادکست
می توانید از وب سایت ما برای جستجوی پادکست های3,823,067و قسمت های195,603,146بر اساس افراد، مکان ها یا موضوعات استفاده کنید.
سرمایه‌گذاری روی دانش بیشترین بازده را دارد؛ پس پادکست گوش می‌دهم.
‐ Benjamin "Llamacorn" Franklin
ویرایش
از کمک شما برای بروز نگهداشتن پایگاهدادههای پادکست سپاسگزاریم
