The Great Market Rotation Is Here with Mish Schneider | Talking Markets

As tech stocks pull back and energy markets swing, is the market entering a new phase of elevated volatility? We're thrilled to welcome back MarketGauge’s Mish Schneider to Talking Markets, who joins Maggie Lake to break down the key signals investors need to watch: from commodity ripple effects and small-cap stress to gold and Treasuries, and shares actionable strategies for managing risk as sector rotations accelerate. Follow The Economic Modern Family here on YouTube: ‪@TheEconomicModernFamily‬ 🏠 Please support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse Timestamps: 00:00 – Talking Markets With Mish Schneider 01:40 – Oil Prices: Trading Opportunity or Economic Warning? 04:40 – Can High Commodity Prices Trigger a Recession? 07:30 – Gold, the Dollar and Why Confidence Matters More Than Inflation 11:20 – Bonds, TLT and What the Fed Could Be Missing 15:20 – SpaceX IPO, Elon Musk and Buying Falling Knives 19:20 – Can Stocks Keep Rallying During an Oil War? 22:20 – Dr. Copper, Economic Growth and Recession Signals 25:10 – Wheat, Soybeans and Agriculture Trade Opportunities 28:00 – Lithium, EV Stocks and the Next Energy Investment Theme 30:30 – Financial Literacy, AI and Mish's "Trades of Our Lives" 33:20 – Final Market Outlook: Gold, Commodities and What to Watch Next *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice #stockmarket #investing #marketvolatility #macroeconomy #talkingmarkets #mishschneider #gold #bonds #tech #oil #volatility #podcast #maggielake #smallcapstocks #treasuries