The Debt Ceiling, Are You Ready For It? w/ Peter Boockvar
Peter Boockvar, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report, joins Maggie Lake to break down recent remarks from the Federal Reserve, provide valuable insight into retail earnings, and identify potential areas of strength in the economy. More of Peter’s work at https://t.co/x9RdjtPQus Learn more about your ad choices. Visit podcastchoices.com/adchoices
22 Touko 202335min
Steno's Signals: Liquidity Will Soon Be Drier than a Martini
Andreas Steno Larsen examines how liquidity trends are turning negative and macro fundamentals are weakening alongside an equity rally that may be exhausting. Find out what comes next on Steno’s Signals. Learn more about your ad choices. Visit podcastchoices.com/adchoices
21 Touko 202334min
Unpacking Modern Monetary Theory w/ Warren Mosler
Warren Mosler, president of Valance Company and the economist considered the father of Modern Monetary Theory (MMT), joins Maggie Lake to discuss what MMT is, how it relates to inflation and the ramifications of current Fed policy. Learn more about your ad choices. Visit podcastchoices.com/adchoices
20 Touko 20231h 11min
Strategies for Navigating the Market Chop with Mish Schneider
As the market experiences turbulence, join Maggie Lake in welcoming Mish Schneider, Chief Strategist at http://www.marketgauge.com/realvision. Mish will provide valuable guidance and share her thoughts on various sectors, including energy, currencies, metals, agricultural commodities, and China. You can find more of Mish’s work here: http://www.marketgauge.com/realvision. Learn more about your ad choices. Visit podcastchoices.com/adchoices
19 Touko 202335min
What's Driving Global Markets? Live AMA with Raoul Pal
Maggie Lake is joined by Raoul Pal, co-founder and CEO of Real Vision. Raoul will be updating us on his big-picture outlook, his thoughts on AI, and what's happening behind the scenes at Real Vision. Plus, he'll be answering your questions. Learn more about your ad choices. Visit podcastchoices.com/adchoices
19 Touko 202331min
Are Bulls and Bears Both in for a Beating? w/ Darius Dale
Darius Dale, founder, and CEO of 42 Macro, joins Maggie Lake to discuss the implications of the looming debt ceiling, where the economy is headed next, and why he thinks both bulls and bears are about to be battered over the next few quarters. You can find more of Darius’ work here: https://42macro.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
17 Touko 202337min
Can You Trust the Recession Signals? w/ Tavi Costa
Maggie Lake is joined by Tavi Costa, portfolio manager at Crescat Capital, to discuss why he believes the U.S. is headed towards a recession, what the Fed will do next to combat inflation, how AI will impact growth, and why certain commodities are setup for a long-term cycle of demand. You can find more of Tavi’s work here: https://www.crescat.net Learn more about your ad choices. Visit podcastchoices.com/adchoices
16 Touko 202337min
Is Oil Forming a Bottom? w/ Tony Greer
Stocks start the week muted as commodities tick up on the back of a weaker dollar. Maggie Lake is joined by Tony Greer, editor of The Morning Navigator and founder of TG Macro, to discuss the recent action in energy markets, and precious metals, and how the debt ceiling stress and inflationary pressures are impacting the U.S. dollar. You can find more of Tony’s work here: https://tgmacro.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
15 Touko 202334min
