Episode 42: Will Trump Force Powell's Hand? With Ben Miller.
Today on Talking Markets, Fundrise CEO and co-founder Ben Miller joins Maggie Lake to break down the state of US real estate — and the growing pressure on the Fed. As the President publicly demands rate cuts, Ben discusses the real estate landscape, how Fundrise is positioning through this historic uncertainty, the impact of tariffs, and more.Find out more about Fundrise here: https://fundrise.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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Episode 41: Time to Get On Offense? With Erik Renander.
The NASDAQ "was a balloon looking for a pin," the US is a "heroin addict" withdrawing from cheap money, and tariffs will NOT create "the next Great Depression." Those are the thoughts of Erik Renander, former hedge fund PM and author of the YWR Substack, who joins Maggie Lake on Talking Markets today. He shares why he thinks now is the time to be focusing on opportunities not problems, and where exactly he sees plenty of 'em.Read Erik's work here: https://www.ywr.world/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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Episode 40: Don't Buy The Dip 'Til The Insiders Do. With Jesse Felder.
If the back and forth over the so-called tech exemption over the weekend showed us anything, it was that we are still dealing with a lot of uncertainty. Joining Maggie Lake today on Talking Markets to discuss is Jesse Felder, founder and editor of The Felder Report. Up for discussion: whether "BTFD" is over, the future for the "Fed put," and why you need to watch what insiders are buying and selling. Get more from Jesse here: https://thefelderreport.comDon'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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Episode 39: More Pain Ahead? With Jared Dillian.
Well, we made it through the week. On Talking Markets today, Maggie is joined by Jared Dillian, editor of The Daily Dirtnap and founder of Jared Dillian Money. They chat about the lower-then-expected CPI number and what it means for the dollar, whether there's more upside in gold, why Jared thinks the bond market is still "a mess," and what he sees next for the S&P. Side note: If you think some portfolio insurance might be a good idea, Jared has just released an Options Masterclass - you can get that here: https://www.jareddillianmoney.com/go/...Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.com*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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Episode 38: Is the US Stock Rout Over? With Tony Greer.
It was one for the history books. The trading day started with fears of a treasury market event, only to see that give way to a massive stock market rally, fueled by President Trump announcing a pause in tariffs for many countries. What happens next? Is the bottom in for stocks? Are treasuries on more solid footing? Veteran trader and editor of the Navigator Newsletter Tony Greer breaks down the day's action with Maggie Lake and talks about how to keep your head and money in this volatile environment. Follow Tony on the Macro Dirt Podcast here: @MacroDirtCast And subscribe to his work here: https://tgmacro.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.com*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
Maggie Lake breaks down all the daily market action with the best minds in finance. Join us after the US market close each day for smart conversation that will help you understand this complex investing landscape and build wealth without losing your sanity. If you want knowledge, civility, karaoke and the occasional cocktail recommendation, you've come to the right place.
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