Episode 37: Earnings vs. Geopolitical Pain - Which Wins? With Noelle Acheson

Episode 37: Earnings vs. Geopolitical Pain - Which Wins? With Noelle Acheson

April 13, 2026 · 37 min · Season 3 · Episode 37

About this episode

Maggie Lake interviews Noelle Acheson about the resilience of the S&P 500 amidst geopolitical tensions and the implications for earnings season and Bitcoin.

Despite the US blockade of the Strait of Hormuz and oil surging again, the S&P 500 remains what Crypto is Macro Now author Noelle Acheson describes as "bewilderingly" resilient. Today on Talking Markets, she sits down with Maggie Lake to discuss whether the kick-off of earnings season can provide enough of a shield to protect stocks from a global energy shock, break down the "strange" sideways price action in Bitcoin, and why gap between consumer sentiment and Wall Street has never been wider. Follow Noelle's work here: https://www.cryptoismacro.com/ Support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse *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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