Connect with me on Substack: maggielake.substack.com 00:50 - How the Market is Reacting to the Election Results 05:00 - Will We See a Santa Claus Rally in 2024? 09:30 - Surge in Investment Flows: What's Driving It? 12:00 - Analyzing the Market's Reaction to the JPM Collar Strategy 13:30 - Populism's Rise: Market Impacts and Upcoming Changes 19:40 - Can Economic Growth Outpace Inflation? Key Indicators 27:00 - Sectors Poised to Perform Well in a Populist-Driven Market 32:10 - Yield Predictions: What Investors Should Watch 35:50 - Why NVDA Earnings Matter for Tech Investors 40:55 - Summary and Key Takeaways from the Market Analysis
Dear Maggie, Just a friendly reminder: Cem is a highly technical and well-respected expert in volatility and options. It might be best to steer him away from political or populist topics, as he can really go on, and I personally feel it doesn’t make the best use of his expertise. For instance, I really enjoyed the part where he explained why the market’s reaction wasn’t much related to Trump’s win and dove into structural flow dynamics-he truly shines in areas like that! I think those who know Cem’s work would appreciate it as well. Each guest has unique strengths, and as a host, you have a great way of drawing that out. I love your show, and I hope my humble suggestion doesn’t come across the wrong way. Thank you for all the great content!
And somehow (in addition to being a great moderator), she’s discovered the fountain of youth. This amazing individual looks younger with every episode!!! WTF?? Go Maggie 🫶😊
@Erikpdx Thanks for letting us know. We've been working on this. It doesn't sound that way on the back end but when it airs it is sometimes louder, but not for everyone. So frustrating. We will keep trying to trouble shoot! Thanks for your understanding.
@pathologicaldoubt I noticed it with Michael Howell too. Her mic sounds great... unfortunately i have to crank up the volume to hear them, and then she's too loud. I don't know if there's anything they can do to fix it during editing. Either way, I appreciate the interviews
Hi Maggie, found your channel searching for Cem Karsan interviews! He is outstanding. Please have him on again soon & ask about MSTR dizzying ascent - would love to hear his analysis of the bizarre options activity on MSTR! Probably needs a case study of its own for the history books! Thanks Maggie!
I've been working in construction since 1999, and since then, I've heard that there is a labor shortage. The millions of people that have come here since then have done nothing to correct this shortage over the years and now we have a housing crisis. Assuming that immigration will fix this is false. People don't want to work in a low paying job like construction because why would they break their backs doing this if they can go work in a warehouse where the job is less painful on the body. In my experience, construction is a revolving door. People come and then leave when they realize what it really is. There is no incentive to stay, especially now when you can't buy a home and raise a family with a construction salary. This is why I think immigration will never fix the house problem. The only thing that will are new building technologies and techniques.
I agree with most of the stuff you say could I was in construction also the older people have retired Or they left for a better job. I believe that the CEO's in other people have rob The wealth away from the people and Nobody's talking about that you cannot have a society if the common person cannot buy nothing for example home prices, car prices, Rent prices, Home Insurance, Car insurance, Then they talk about Life is unfair But when you wipe out the middle class you are done as a society because no one can afford to buy the crap.
Constuction , agriculture, restaurant and hospitality jobs are appealing to new immigrants and are always entry level jobs for them. But the economy is not stagnant, it grows and people move on. That creates a constant demand for new workers, especially in those industries. The US has always been a labor-scarce economy. What keeps wages down is the absurdly low minimum wage which is used as a reference wage.
@vmyhdz But that's the problem with the construction industry. Too many people treat it as an entry-level job. Not enough people stay to make a career out of it. There aren't enough experienced workers who are able to complete a job from a to z and lead a team. The skills required in construction are much more advanced than for the others you mentioned. We need more people to make a career of it like the boomers did, but there is no incentive to do so anymore with the high cost of living.
If someone close to where Maggie lives is willing to get her audio/video set up to a really nice feed, this podcast would grow exponentially with the quality of guests she's able to come on!
Great commentary, but he ignores the fact that open border policy can also increase services and housing inflation, because influx of individuals increases demand for services (health, food, etc.) and shelter (housing).
Regarding illegal immigration, Dr Steven Camarota of the Center for Immigration Studies said that 68% of immigrants with less than a bachelor's degree receive some sort of welfare. If we accept his statistics, then the middle class winds up paying more taxes to provide that welfare benefit while businesses enjoy the low-cost immigrant labor.
![ละลาย (LALALYE) - DAOU PITTAYA ต้าห์อู๋ พิทยา [OFFICIAL MV]](http://i.ytimg.com/vi/wo6r9TgausI/mqdefault.jpg)
Connect with me on Substack: maggielake.substack.com
00:50 - How the Market is Reacting to the Election Results
05:00 - Will We See a Santa Claus Rally in 2024?
09:30 - Surge in Investment Flows: What's Driving It?
12:00 - Analyzing the Market's Reaction to the JPM Collar Strategy
13:30 - Populism's Rise: Market Impacts and Upcoming Changes
19:40 - Can Economic Growth Outpace Inflation? Key Indicators
27:00 - Sectors Poised to Perform Well in a Populist-Driven Market
32:10 - Yield Predictions: What Investors Should Watch
35:50 - Why NVDA Earnings Matter for Tech Investors
40:55 - Summary and Key Takeaways from the Market Analysis
Dear Maggie,
Just a friendly reminder: Cem is a highly technical and well-respected expert in volatility and options. It might be best to steer him away from political or populist topics, as he can really go on, and I personally feel it doesn’t make the best use of his expertise.
For instance, I really enjoyed the part where he explained why the market’s reaction wasn’t much related to Trump’s win and dove into structural flow dynamics-he truly shines in areas like that! I think those who know Cem’s work would appreciate it as well. Each guest has unique strengths, and as a host, you have a great way of drawing that out.
I love your show, and I hope my humble suggestion doesn’t come across the wrong way. Thank you for all the great content!
She’s an awful host
I love and appreciate that Maggie is an “info” podcaster not a “pitch” podcaster. Let’s do our best to support her!
Thats very kind, thank you so much for the support!
And somehow (in addition to being a great moderator), she’s discovered the fountain of youth. This amazing individual looks younger with every episode!!! WTF?? Go Maggie 🫶😊
I'm glad Maggie has her own space, I was disappointed when RV stopped her segment. I love Cem's insights as well, one of my favorite!
@nickskorner6009 Thanks Nick! I appreciate your support.
Is it just me or is Maggie's volume a lot louder than her guests?
@Erikpdx Thanks for letting us know. We've been working on this. It doesn't sound that way on the back end but when it airs it is sometimes louder, but not for everyone. So frustrating. We will keep trying to trouble shoot! Thanks for your understanding.
Same for me. I have to increase the volume for Cem.
Maggie's mic has gotten a lot better. Definitely Cem's mic was fading in and out, like maybe it was brushing against his shirt.
It’s definitely leveled higher, also doesn’t help that Cem is also just a much quieter speaker in general
@pathologicaldoubt I noticed it with Michael Howell too. Her mic sounds great... unfortunately i have to crank up the volume to hear them, and then she's too loud. I don't know if there's anything they can do to fix it during editing. Either way, I appreciate the interviews
There were definitely a few something 🍔🍔🍔🍔 in Cem's world to watch for - thanks Maggie 🏆🏆
A great podcast! Cem is a gem! Thanks, Maggie!!
Glad you enjoyed it!
Hi Maggie, found your channel searching for Cem Karsan interviews! He is outstanding. Please have him on again soon & ask about MSTR dizzying ascent - would love to hear his analysis of the bizarre options activity on MSTR! Probably needs a case study of its own for the history books! Thanks Maggie!
I've been working in construction since 1999, and since then, I've heard that there is a labor shortage. The millions of people that have come here since then have done nothing to correct this shortage over the years and now we have a housing crisis. Assuming that immigration will fix this is false. People don't want to work in a low paying job like construction because why would they break their backs doing this if they can go work in a warehouse where the job is less painful on the body. In my experience, construction is a revolving door. People come and then leave when they realize what it really is. There is no incentive to stay, especially now when you can't buy a home and raise a family with a construction salary. This is why I think immigration will never fix the house problem. The only thing that will are new building technologies and techniques.
I agree with most of the stuff you say could I was in construction also the older people have retired Or they left for a better job. I believe that the CEO's in other people have rob The wealth away from the people and Nobody's talking about that you cannot have a society if the common person cannot buy nothing for example home prices, car prices, Rent prices, Home Insurance, Car insurance, Then they talk about Life is unfair But when you wipe out the middle class you are done as a society because no one can afford to buy the crap.
Constuction , agriculture, restaurant and hospitality jobs are appealing to new immigrants and are always entry level jobs for them. But the economy is not stagnant, it grows and people move on. That creates a constant demand for new workers, especially in those industries. The US has always been a labor-scarce economy. What keeps wages down is the absurdly low minimum wage which is used as a reference wage.
@vmyhdz But that's the problem with the construction industry. Too many people treat it as an entry-level job. Not enough people stay to make a career out of it. There aren't enough experienced workers who are able to complete a job from a to z and lead a team. The skills required in construction are much more advanced than for the others you mentioned. We need more people to make a career of it like the boomers did, but there is no incentive to do so anymore with the high cost of living.
Always good information!! Love seeing which place are going long as a contrarian.
If someone close to where Maggie lives is willing to get her audio/video set up to a really nice feed, this podcast would grow exponentially with the quality of guests she's able to come on!
Thank you @CaféSoirée, We are working on it!
Hi Maggie. Thanks for bring Cem back on. You mentioned a possible BOOK RECOMMENDATION would love to hear what Cem suggested.
But Cem is a rock star!
Yes! Cem!
Great One. Thanks
Glad you liked it!
Fantastic, as always
Great commentary, but he ignores the fact that open border policy can also increase services and housing inflation, because influx of individuals increases demand for services (health, food, etc.) and shelter (housing).
Wow Cem Karsan has been making the rounds!!!!!!! Now that everyone knows about flows is that going to amplify the Santa rally / January effect? 😂
Maggie, can you get Brent Johnson on your show?
David Levenson has been talking about rotation from Tech into small caps since July...
It’s going to get crazy if markets are still ripping and the fed starts up QE.
6% on the 10 year from your mouth to gods ears🎉
Yum--yum crumbs :)
thanks
You're welcome!
Cem is the best! Thanks Maggie
There is not inflation flashing. There is stagflation flashing. 😃😃😃😃
Druckinmiller said that the Fed cutting while everything is surging upward will likely cause inflation to come roaring back.
I love the idea of short term and long term. Apparently her long-term is like six months.😅😂
@user-rzb not long term but longer than 2 months. And agree - time horizon matters!
Aren’t chips important lol. The fascination with NVIDIA is amazing 😂. Commercials on cnbc.😂😂😂
Great day to sell
🙋🙋🌻❤️
Regarding illegal immigration, Dr Steven Camarota of the Center for Immigration Studies said that 68% of immigrants with less than a bachelor's degree receive some sort of welfare. If we accept his statistics, then the middle class winds up paying more taxes to provide that welfare benefit while businesses enjoy the low-cost immigrant labor.
So much winning...its ok enron musk will make us all cryptonaires , so we can buy his vaporware
What is he blabbering about? 🤦🏻♂️
Cem is the best! 🥐💎
❤🥐
I move never heard anyone use so many big fancy words to say so very little