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Markets are caught in one of the most uncertain macro environments in years. With Trump’s disrupting policies, conflicting economic signals, volatile energy markets, and Federal Reserve uncertainty, investors are struggling to determine the right playbook. Michael Kao joins Maggie Lake to unpack what’s driving today’s macro confusion and where we might be headed next.
David Rosenberg, Founder of Rosenberg Research, issues a bold warning about an impending market bubble burst, citing “stupid expensive” valuations as markets buy in the impact of Trump’s policy agenda. He joins Anthony Scaramucci in this exclusive post-election interview to explain why inflation, political polarization, and soaring debt levels could destabilize the economy, leaving investors exposed to serious risk. Rosenberg advises shifting to safe-haven assets like gold and bonds to protect against the fallout he sees as inevitable. He also discusses how geopolitical conflicts, particularly with Iran and U.S.-China tensions, add further volatility to an already uncertain market. A must-watch Speak Up conversation!
When it comes to investing, what are the key sectors you should be focusing on? Join Jon Najarian and Anthony Scaramucci as they share their top investment strategies for the booming sectors of AI, energy, and cryptocurrency. In this episode of ‘Speak Up,’ Anthony Scaramucci speaks with Jon Najarian, CEO and Co-Founder of Market Rebellion, for a discussion on the latest trends in artificial intelligence, why energy investments could see a 10x return, and what to look out for in the crypto space. Jon also reveals his favorite AI stocks, discusses the rising demand for clean energy, and provides expert advice on options trading.
In this episode, host Andrew Brill sits down with Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and author of the Boock Report. Together, they tackle the stubborn inflation gripping the economy, the looming crisis in commercial real estate refinancing, and the risk of a “death by a thousand cuts” scenario. Peter shares his strategies for protecting and building wealth amid unprecedented market volatility, offering valuable insights into how to navigate the turbulence ahead. Learn why he believes precious metals, commodities, and international markets can help safeguard your portfolio and where he sees opportunities for significant growth. Did you enjoy this episode? Like, subscribe and let us know in the comments!
Ed Yardeni, the investment strategist who coined the term “bond vigilantes” back in 1983 declares they are back & responsible for the painful recent rise in bond yields. Specifically, Ed thinks concerns about the high degree of deficit spending & increase in supply of US Treasurys is what has awakened them from their decades-long slumber.
According to todays guest expert, there is a rare and powerful trend occurring in bond markets.
Bond yields have been rising fast and suddenly, investors are starting to worry they’ll go higher for longer than the market has been expecting. Is the long US Treasury trade too risky now? Or is this presenting an attractive buying opportunity?
Longtime “bond king” Bill Gross has revealed that he is bearish right now on both stocks AND bonds. For bonds, he believes yields will move higher still, largely due to the US’ high degree of current deficit spending. And as for stocks, the equity risk premium is at a 15-year low, making stocks look dangerously overvalued.
Investor & analyst Bill Fleckenstein returns for Part 2 of our interview with him in which shares his thoughts on how asset prices will likely perform over the rest of 2023.
From a macro standpoint, the storm clouds of inflation, recession & layoffs appear to be multiplying in number and darkening in intensity.