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Episode 10: The Fed Is On Hold, But For How Long? With Kevin Muir
The Fed held rates steady, but it didn't take long for President Trump to criticize Powell. Maggie Lake sits down with Kevin Muir, author of the Macro Tourist newsletter to talk about interest rates, the impact of Trump tariff policy and why he thinks US equities are at risk for a big correction. They also talk about why he is bearish Canada and why every investor need to pay attention to foreign exchange markets. .
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/maggielake
For more on Kevin's work: https://substack.com/@themacrotourist
00:00 - Introduction: Kevin Muir on Market Risks and Opportunities
00:30 - Is the Fed on Hold? What’s Next for Interest Rates
01:20 - Market Overconfidence: The Cliff of Overconfidence vs. Wall of Worry
03:40 - AI, Tech, and the Market’s Reaction to DeepSeek
06:15 - Market Euphoria: Signs of a Topping Pattern?
08:38 - Rotation Risks: Will Small Caps and Value Stocks Take Over?
11:26 - Is Gold a Safe Haven or a Central Bank Game?
14:22 - How Bearish Is Kevin? The One-Year S&P Outlook
17:15 - Commodities: Copper, Platinum, and Palladium Opportunities
21:26 - Canada’s Economic Challenges: Housing, Debt, and Immigration
26:42 - Tariffs, Trade Wars, and Canada’s Vulnerability
30:49 - Trump’s Economic Plans and the Market’s Complacency
35:13 - The Biggest Market Risk: FX Volatility on the Horizon
37:52 - Closing Thoughts: How to Navigate an Uncertain Market
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By Mags
5
55 ratings
The Fed held rates steady, but it didn't take long for President Trump to criticize Powell. Maggie Lake sits down with Kevin Muir, author of the Macro Tourist newsletter to talk about interest rates, the impact of Trump tariff policy and why he thinks US equities are at risk for a big correction. They also talk about why he is bearish Canada and why every investor need to pay attention to foreign exchange markets. .
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/maggielake
For more on Kevin's work: https://substack.com/@themacrotourist
00:00 - Introduction: Kevin Muir on Market Risks and Opportunities
00:30 - Is the Fed on Hold? What’s Next for Interest Rates
01:20 - Market Overconfidence: The Cliff of Overconfidence vs. Wall of Worry
03:40 - AI, Tech, and the Market’s Reaction to DeepSeek
06:15 - Market Euphoria: Signs of a Topping Pattern?
08:38 - Rotation Risks: Will Small Caps and Value Stocks Take Over?
11:26 - Is Gold a Safe Haven or a Central Bank Game?
14:22 - How Bearish Is Kevin? The One-Year S&P Outlook
17:15 - Commodities: Copper, Platinum, and Palladium Opportunities
21:26 - Canada’s Economic Challenges: Housing, Debt, and Immigration
26:42 - Tariffs, Trade Wars, and Canada’s Vulnerability
30:49 - Trump’s Economic Plans and the Market’s Complacency
35:13 - The Biggest Market Risk: FX Volatility on the Horizon
37:52 - Closing Thoughts: How to Navigate an Uncertain Market
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