Maggie Lake sits down with Mish Schneider, Chief Strategist at MarketGauge.com, to discuss today's CPI numbers and what they mean for markets, the January trade trend reset, the weather factors putting pressure on energy and grain prices, sectors MarketGauge likes right now, and MIsh's top 3 picks. For more on Mish's work: https://marketgauge.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake 00:00 - Introduction: Talking Markets with Mish Schneider 00:30 - Market Rally and Soft Landing Narrative 02:15 - January Trend Trade Reset and Key Levels to Watch 05:26 - Inflation and Treasury Market Outlook 09:13 - Trading in a Headline-Driven Market 13:30 - Volatility Ahead: Commodities and Stagflation Risks 17:35 - Stock Picking Opportunities for 2025 20:29 - Industrial and Made-in-America Resurgence 24:21 - Bitcoin, Ethereum, and Altcoin Strategies 28:54 - AI Investments: From Hardware to Software *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Episode 05: Are Commodities About To Break Out? With Mish Schneider

Maggie Lake Talking Markets