To wrap up the week on Talking Markets, Maggie Lake sits down with Ben Miller, CEO of Fundrise - a company aims to give investors a path to private markets. Ben invests in both commercial real estate and late stage tech which gives him a unique perspective on two areas in the news. He and Maggie discuss where we are in the AI cycle (early innings) and where he thinks the next big movers will be (killer apps). The also talk about commercial real estate which Ben thinks will turn the corner this year. He sees interesting value v. equities in certain areas.

Maggie Lake sits down with Vincent Deluard, Director of Global Macro Strategy at StoneX Group, to discuss why liquidity issues, the California wildfires, and other factors may mean Treasury market sell-offs are the “new normal.” They also discuss the risks facing some tech companies as they try to navigate the new Trump administration and where Vincent sees the most opportunity as the MAGA agenda moves forward.

00:00Market Dynamics and the Trump Administration's Influence

11:33 Inflation Trends and Their Impact on Treasuries

19:30 The Future of Bond Yields and Market Liquidity

20:02 Foreign Investment and U.S. Treasury Market Dynamics

22:18 Liquidity Challenges and Market Volatility

25:35 Global Economic Comparisons: U.S. vs. U.K. and Brazil

26:59 The Role of Treasury Management in Economic Stability

28:52 Bitcoin vs. Government Bonds: A Future Perspective

30:21 Assessing Risk in Current Market Conditions

33:52 Opportunities Amidst Economic Uncertainty

A listener once joked the Cem is from the future and that doesn't feel far off.! As always, Cem brings his unique understanding of the options and derivatives market to shed light on the short term flows impacting stocks and bonds. Maggie's also gets his take on what Trump's first 100 days might look like, where he sees risks building, and how investors can prepare for what he sees as the long term trend of higher inflation and higher rates. Warning - something will break.

00:00 - Introduction: Volatility and Market Insights with Cem Karsan

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.

When Jared Dillian turns his eye toward Canada, we pay attention. Jared has a long history trading Canada and right now, he thinks: "If you want another shot at an economically unfree country becoming free, look at Canada." Maggie Lake sits down with the editor of the Daily Dirtnap and founder of JaredDillianMoney.com to talk about why he thinks Canada might be the next Argentina. They also unpack the stronger than expected jobs number, what it says about the US economy and bond yields.

Bond yields are on the rise around the world, raising concerns of a sovereign debt crisis. What's driving rates higher and what will that mean for global equities? Maggie Lake sits down with Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, to discuss the market action. Peter will also break down the latest economic data and talk about where he sees opportunity in these volatile markets.

How should investors trade the Trump headlines? We're all getting a crash course today. The US dollar, treasuries, and stocks are all on the move after reports that President-elect Trump may take a more targeted approach to tariffs. Maggie Lake sits down with Dale Pinkert, trading coach at TradeGateHub, to talk about how to trade what looks to be a volatile start to the new trading year. Dale thinks a major change is in store for the US dollar and commodities. He breaks down his outlook, highlights key levels to watch and explains why he thinks mining stocks may be the best performing sector this year.

Step back in time to the trading floors of Wall Street as Maggie Lake sits down with John Johnston, the veteran trader and author behind the Market Vibes Substack. With 50 years of trading experience, JJ shares fascinating stories from the pits, his journey from a runner in the 1970s to a respected market veteran, and the humanity behind the numbers. Discover how the trading environment shaped careers, the challenges of adapting to an ever-changing market, and the life lessons learned along the way.

It’s been quite a journey since we officially launched Maggie Lake Talking Markets on September 4. With our truly amazing guests, we’ve covered pretty much all asset classes and sectors, the winter volatility, the bearish and bullish cases on what happens next - oh, and that little ol’ election in November. It is of course difficult to make predictions, especially about the future (!) but one thing's for certain - 2025 is going to be a trip. To help prep for it, here's a quick compilation of the worries and expectations of our Talking Markets guests. And an all-important thank you for being here...!