Mish Schneider: Commodities are "Grossly Undervalued"

Описание: Kicking off the week on Talking Markets, we've got MarketGauge.com Chief Strategist Mish Schneider joining Maggie Lake to discuss why she thinks commodities are "grossly undervalued." From uranium to silver to soybeans, Mish sees a ton of tactical opportunities in the commodities space (with clear targets and tight stops). They also discuss signs of stagflation, the “vanity trade,” the fiscal implications of the "Big Beautiful Bill," and why she still sees upside in names like Tesla and Rivian, despite all the noise.

For more on Mish's work: https://marketgauge.com/ & get Mish's free daily here: https://micheleschneider.substack.com/

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*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Chapters:
00:00 - Introductions with Mish Schneider
01:00 - Market Sentiment: Are Tariff Headlines Still Driving Price Action?
06:40 - A Look Across the Entire Energy Sector
11:40 - Commodities, China, and the Energy Demand of AI
14:30 - Palladium: A Metal Worth Watching
16:20 - Bitcoin Price Action and Circle’s IPO Announcement
18:40 - Still Bullish on Ethereum? Mish Weighs In
20:30 - Tech Stocks and the Rise of Quantum Computing
24:20 - Beauty Stocks in Focus: Is the Lipstick Trade Back?
31:00 - Bonds and the U.S. Dollar: What’s the Outlook?

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