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Kaoboy Musings
Interview: Maggie Lake Talking Markets / Macro, Geopolitics, and Trump Trades.

Interview: Maggie Lake Talking Markets / Macro, Geopolitics, and Trump Trades.

It was a pleasure to sit down once again with Maggie. We covered a lot of different topics in a short time: Equities, Bonds, Tariffs/National Security, Trump Trades, Gold/Inelastic Assets, Oil.

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Michael Kao
Nov 03, 2024
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Kaoboy Musings
Kaoboy Musings
Interview: Maggie Lake Talking Markets / Macro, Geopolitics, and Trump Trades.
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It was a pleasure to sit down once again with

Maggie Lake
, formerly of RealVision, who is now out on her own.

We covered a lot of different topics in a short time: Equities, Bonds, Tariffs/National Security, Trump Trades including Fannie/Freddie, Gold/Supply Inelastic Assets, Oil.

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