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Interview: Talking Trump 2.0 Uncertainties with Maggie Lake on Wealthion.

Interview: Talking Trump 2.0 Uncertainties with Maggie Lake on Wealthion.

Why are Bonds bottoming and USD weakening despite recent blowout Inflation numbers? Maggie and I discuss how Trump 2.0 Policies are net net DEFLATIONARY and creating Macro Confusion.

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Michael Kao
Feb 15, 2025
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Kaoboy Musings
Kaoboy Musings
Interview: Talking Trump 2.0 Uncertainties with Maggie Lake on Wealthion.
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Why are Bonds bottoming and USD weakening despite recent blowout Inflation numbers? Maggie and I discuss how Trump 2.0 Policies are net net DEFLATIONARY and creating Macro Confusion.

It's been less than 3 months since I last talked Macro with Maggie, but it feels like years given the hot and heavy newsflow thus far under Trump 2.0. As always, we covered …

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