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Episode 05: Are Commodities About To Break Out? With Mish Schneider
Maggie Lake sits down with Mish Schneider, Chief Strategist at MarketGauge.com, to discuss today's CPI numbers and what they mean for markets, the January trade trend reset, the weather factors putting pressure on energy and grain prices, sectors MarketGauge likes right now, and MIsh's top 3 picks.
For more on Mish's work: https://marketgauge.com/
Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me
Connect with me on Substack: https://maggielake.substack.com
Connect with me on Twitter: https://x.com/maggielake00:00 - Introduction: Talking Markets with Mish Schneider
00:30 - Market Rally and Soft Landing Narrative
02:15 - January Trend Trade Reset and Key Levels to Watch
05:26 - Inflation and Treasury Market Outlook
09:13 - Trading in a Headline-Driven Market
13:30 - Volatility Ahead: Commodities and Stagflation Risks
17:35 - Stock Picking Opportunities for 2025
20:29 - Industrial and Made-in-America Resurgence
24:21 - Bitcoin, Ethereum, and Altcoin Strategies
28:54 - AI Investments: From Hardware to Software
*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
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By Mags
5
55 ratings
Maggie Lake sits down with Mish Schneider, Chief Strategist at MarketGauge.com, to discuss today's CPI numbers and what they mean for markets, the January trade trend reset, the weather factors putting pressure on energy and grain prices, sectors MarketGauge likes right now, and MIsh's top 3 picks.
For more on Mish's work: https://marketgauge.com/
Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me
Connect with me on Substack: https://maggielake.substack.com
Connect with me on Twitter: https://x.com/maggielake00:00 - Introduction: Talking Markets with Mish Schneider
00:30 - Market Rally and Soft Landing Narrative
02:15 - January Trend Trade Reset and Key Levels to Watch
05:26 - Inflation and Treasury Market Outlook
09:13 - Trading in a Headline-Driven Market
13:30 - Volatility Ahead: Commodities and Stagflation Risks
17:35 - Stock Picking Opportunities for 2025
20:29 - Industrial and Made-in-America Resurgence
24:21 - Bitcoin, Ethereum, and Altcoin Strategies
28:54 - AI Investments: From Hardware to Software
*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
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