Talking Markets and More with First Eagle's Matthew McLennan

About this episode

Matthew McLennan discusses market risks and investment values with Barron's editors.

Matt McLennan and his First Eagle colleagues were spot-on at the start of this year in highlighting the risks of America's twin deficits, hyperscaler spending, and "geopolitical disequilibrium" - all forces that continue to restrain the U.S. stock market. Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Paul R. La Monica speak with Matt about how he sizes up new risks, where he sees the best investment values, and why it often pays to go against the crowd. Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Hosts: Lauren R. Rublin, Paul R. La Monica

Guest: Matthew McLennan

Topics covered

• U.S. stock market
• investment strategies
• geopolitical risks
• deficits
• market analysis

Keywords

• twin deficits
• hyperscaler spending
• geopolitical disequilibrium
• investment values
• U.S. stock market

Mentioned in this episode

Organizations: First Eagle, Barron's

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