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Episode 54: Is it Time To Sell America? With Jeremy Schwartz.

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Manage episode 483772599 series 3652908
Content provided by Mags. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mags or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Stocks dipped and yields climbed today after Moody’s downgraded the US sovereign credit rating on Friday, and President Trump's tax and spending bill (which would increase projected budget deficits by nearly $3 trillion through 2034) passed a key hurdle last night. Jeremy Schwartz, Global CIO at WisdomTree, joins Maggie Lake on Talking Markets to talk about whether the US is at risk of its own Liz Truss moment and why the global rotation may just be getting started. Quick announcement: Maggie is catching up with the wonderful Juliette Declercq at the Mauldin Economics 2025 SIC Conference today. You can still grab a ticket for what is an amazing line-up here: https://www.mauldineconomics.com/go/J...Disclosure: This is an affiliate link, which means we may earn a commission if you get a ticketDon't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.comWe know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

  continue reading

106 episodes

Artwork
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Manage episode 483772599 series 3652908
Content provided by Mags. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mags or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Stocks dipped and yields climbed today after Moody’s downgraded the US sovereign credit rating on Friday, and President Trump's tax and spending bill (which would increase projected budget deficits by nearly $3 trillion through 2034) passed a key hurdle last night. Jeremy Schwartz, Global CIO at WisdomTree, joins Maggie Lake on Talking Markets to talk about whether the US is at risk of its own Liz Truss moment and why the global rotation may just be getting started. Quick announcement: Maggie is catching up with the wonderful Juliette Declercq at the Mauldin Economics 2025 SIC Conference today. You can still grab a ticket for what is an amazing line-up here: https://www.mauldineconomics.com/go/J...Disclosure: This is an affiliate link, which means we may earn a commission if you get a ticketDon't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.comWe know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

  continue reading

106 episodes

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