Episode 3: Hunting for OPPORTUNITY in the volatility. With Mish Scheinder
Maggie Lake Talking Markets - A podcast by Mags

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US stocks bounced after last week's painful sell-off, but with key inflation readings on the docket, can the bulls really make a comeback? In this conversation, Maggie Lake and Mish Schneider discuss the current state of the markets and potential trends. They highlight the importance of looking at the technical picture rather than relying solely on economic data. Mish suggests that the transportation sector and junk bonds are worth watching as potential indicators of market performance. They also discuss the retail sector and the changing spending habits of consumers. Mish emphasizes the need to be flexible and adapt to the evolving market conditions. They briefly touch on Bitcoin and the broader cryptocurrency space. In this conversation, Mish and Maggie discuss the upcoming US election and the potential impact on the markets. They highlight commonalities between the two parties, such as the potential for cannabis legalization and continued government spending. They also discuss the possibility of a commodity super cycle and the impact of reshoring on industries like EVs and manufacturing. Keep up with all our content here: https://gbe08amm2tr.typeform.com/cookingup And get more of Mish's research here: marketgauge.com #stocks #investing #assetallocation #wealth #gold #Bitcoin #semis #inflation #technicalanalysis