US stocks, the dollar and bitcoin are all ripping higher. Maggie Lake sits down with Dale Pinkert, Trading Coach at TradeGateHub, to talk about how much further this risk-on rally can run and the key levels to watch to see if sentiment is turning. Spoiler alert - Dale is a little concerned that, "everyone is in the pool".

*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice

Risk appetite is riding high, but could macro developments derail animal spirits? Maggie Lake sits down with the ever thoughtful Noelle Acheson, author of the Crypto is Macro Now substack, to look at the risks around stretched US equity valuations and the strong dollar. Noelle also looks at whether the crypto rally has room to run and what the introduction of BTC ETF options means for this nascent asset class.

The US dollar hit its highest level in a year following the US election. What is driving the rally and what does it mean for the global economy? Maggie Lake sits down with Vincent Deluard, Director of Global Macro Strategy at Stone X, to discuss what some call the US dollar wrecking ball. Vincent also talks about the hidden causes of the US growth miracle and the risk of a second wave of inflation.

Cryptocurrencies have been on a tear ever since Donald Trump won the election, but can the rally last? Maggie Lake sits down with Mish Schneider, Chief Strategist at Marketgauge.com to talk about the outlook for Bitcoin and whether the digital currency can finally punch above that 100k level. Mish also looks at which sectors and stocks could benefit from Trump policies and what levels to watch for bonds and precious metals.

Not necessarily is the short answer. Maggie Lake sat down with Sam Rines, Macro Strategist at Wisdom Tree, to talk about where stocks go from here and Sam finds a lot of reason for optimism, especially when you look at the US consumer. Sam also discusses the outlook for AI spend, importance of data and risks from tariffs.

Maggie Lake sat down with Cem Karsan, Founder of Kai Volatility, to get his take on the Trump rally that has seen stocks, crypto and the US dollar all skyrocket. Cem draws on his deep knowledge of the options markets to explain why this is about so much more than one candidate, the big changes that populism will bring and areas where investors can look for opportunity amid the volatility.

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Michael Howell, managing director of Cross Border Capital, joins Maggie Lake to discuss the liquidity landscape, the US' debt problem, and why inflation remains a major threat. He shares how the Fed and Treasury are manipulating bond yields, explains the return of a different kind of bond vigilante, warns of the risks of rising bond market volatility, and discusses why China's economic stimulus may not be the silver bullet many hope for. A must-watch for anyone concerned about the future of global financial markets. Recorded November 8, 2024.

Animal spirits were released in a week which saw Donald Trump win the US election and the Fed deliver another rate cut. Maggie Lake sat down with Julian Brigden, Head of Research at Macro Intelligence 2 Partners, to discuss whether the knee-jerk rally in risk assets can continue. Julian also talks about the economic impact of Trump 2.0, the risks posed by inflation and why American exceptionalism may be at risk.

US stocks, the dollar, and crypto all rallied in the wake of Donald Trump's decisive win, but what happens from here? Maggie Lake sat down with Tony Greer, Editor of The Morning Navigator newsletter to talk about which Trump trades investors should ride higher and which to fade. They also discussed the outlook for commodities and whether the jump in bond yields signals trouble ahead.

Trust has evaporated, people are angry and Dee Smith the CEO and Founder of Strategic Insight Group argues this is about something much bigger than the US election. In this conversation Dee, who has spent decades advising companies and governments on risk, warns of a world that is at a dangerous tipping point. This conversation is non-partisan, terrifying at times, but also hopeful. What should a new system look like?