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Kicking off the week on Talking Markets, we've got MarketGauge.com Chief Strategist Mish Schneider joining Maggie Lake to discuss why she thinks commodities are "grossly undervalued." From uranium to silver to soybeans, Mish sees a ton of tactical opportunities in the commodities space (with clear targets and tight stops). They also discuss signs of stagflation, the “vanity trade,” the fiscal implications of the "Big Beautiful Bill," and why she still sees upside in names like Tesla and Rivian, despite all the noise.For more on Mish's work: https://marketgauge.com/ & get Mish's free daily here: https://micheleschneider.substack.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://maggielake.substack.comConnect with me on Twitter: https://x.com/maggielake*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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Kicking off the week on Talking Markets, we've got MarketGauge.com Chief Strategist Mish Schneider joining Maggie Lake to discuss why she thinks commodities are "grossly undervalued." From uranium to silver to soybeans, Mish sees a ton of tactical opportunities in the commodities space (with clear targets and tight stops). They also discuss signs of stagflation, the “vanity trade,” the fiscal implications of the "Big Beautiful Bill," and why she still sees upside in names like Tesla and Rivian, despite all the noise.For more on Mish's work: https://marketgauge.com/ & get Mish's free daily here: https://micheleschneider.substack.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://maggielake.substack.comConnect with me on Twitter: https://x.com/maggielake*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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