US stocks notched up their sixth straight week of gains and some believe investors are starting to position for a Trump victory in the election. Maggie Lake sat down with Mish Schneider, Chief Strategist at MarketGauge.com who warned that may not be a straight forward bet. Mish gave her outlook for yields, fielded live questions on a range of different assets including gold and silver and talked about one of her favorite themes, the consumer vanity trade. She also threw in a few "dumpster dives" for anyone with some patience and a tolerance for risk.

US stocks finished at record highs again, but is there danger lurking ahead? Maggie Lake sits down with community favorite Dale Pinkert, trading coach at TradeGateHub, to talk about the sustainability of this bull market. Dale taps into his years of experience and mastery of charts to look at which markets are vulnerable and which might power ahead in a time of political uncertainty. Spoiler alert, cash is looking pretty attractive medium term.

Andy Constan, CEO and CIO of Damped Spring Advisors spent years honing his investment skills at some of the world's most prestigious firms (Bridgewater, Brevan Howard) so when he talks, we listen. Maggie sat down with Andy to get his take on the US economy (strong) the direction of interest rates (higher) and where he sees the best opportunities right now. He also gave some sage advice about how to think about your long term investment strategy.

*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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Lance Harvey and Kevin Cook both worked at the New York Stock Exchange in what many people consider its heyday - the 90s. In this episode, Maggie (who reported from the exchange early in her career) chats with them about their careers, what they learned, their mistakes, the life lessons the floor taught them, why it was the “ultimate evolutionary sink or swim,” and a lot more.

The gains in stocks like NVDA have been eye-watering, prompting many to ask if A-I is a bubble that is getting ready to burst. Maggie Lake put that question to Joe Zhao, Managing Partner at the tech-focused investment firm Millenia Capital whose portfolio includes Anthropic, Cohere, Groq, Lambda Labs, Open AI and Stability AI among others. His emphatic answer - No. Joe believes we are in inning 2 of the AI revolution and talks about where he sees future growth and the wave of IPOs coming our way.

We are in a higher interest rate, higher inflation environment and everyone needs to get used to it. Jim Bianco, President of Bianco Research, pulled no punches when he sat down with Maggie Lake. He repeated his belief that the US economy is stronger than most expect and thinks companies and the labor market can handle rates that remain above 4%. In fact, maybe higher rates are exactly what's needed to clean up commerical real estate.

The US jobs number exceeded expectations, sparking a stock rally and revisions to interest rate forecasts. But is the data giving off a false signal? Maggie Lake sat down with Harry Melandri, Advisor at MI2, who started his career at the Bank of England, to cut through the noise and look out into the future. The takeaway - bulls should beware some big risks that loom beyond US borders.

War in the Middle East. A port strike in the U.S. A tight presidential election. There is no shortage of headline risk facing investors this October. Maggie Lake sat down with the editor of The Morning Navigator newsletter, Tony Greer, to talk about how to trade through the volatility. They also discussed Tony's bullish outlook for commodities and his concerns about Nvidia. And yes, Tony got so excited he nearly knocked himself off air. Enjoy!

The Federal Reserve may be cutting rates but don't look for relief in the housing market. Maggie Lake sat down with Jared Dillian, author of the Daily Dirtnap newsletter, to talk about why he believes US home prices and bond yields will continue to rise regardless of what the Fed does. He also makes the bull case for energy and emerging markets and warns against group think.

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Oil prices are depressed and global investors all seem bearish crude, which has Paulo Macro's thinking "either there's something terrible right around the corner, or this is one hell of an opportunity to reload on energy."

#oil #demographics #emergingmarkets #stockmarket #macro #economy #inflation #fed #marketanalysis #geopoliticalrisk