Episode 60: What's the Next Mini Bubble? With Kevin Muir
About this episode
Maggie Lake and Kevin Muir discuss the implications of interest rate changes and the concept of rolling mini-bubbles in the market.
As the Federal Reserve prepares for its highly anticipated first interest rate meeting under Kevin Warsh, The Macro Tourist author Kevin Muir joins Maggie Lake to break down why tightening into firming inflation data could be a dangerous economic headfake. Plus, with tech making new highs, he outlines his theory of rolling mini-bubbles, explaining why the best alpha is hiding in unloved "page 17" sectors.For more from Kevin: https://themacrotourist.com/ Please 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
More episodes of Maggie Lake Talking Markets
- Episode 65: The Nasdaq 100 Danger Zone? With Katie Stockton
- Episode 64: Is Micron Breaking Down? With Dale Pinkert
- Episode 63: Will It All Fall Apart At Once? With Jared Dillian
- Episode 62: Are Credit Conditions Tightening? With Harry Melandri
- Episode 61: Is the Next Fed Move a Hike? With Dale Pinkert
Explore listener stats, chart rankings, contacts and more on the Maggie Lake Talking Markets podcast page.