Maggie Lake Talking Markets, Released on Released on 4/14/25

If the back and forth over the so-called tech exemption over the weekend showed us anything, it was that we are still dealing with a lot of uncertainty. Joining Maggie Lake today on Talking Markets to discuss is Jesse Felder, founder and editor of The Felder Report. Up for discussion: whether “BTFD” is over, the future for the “Fed put,” and just how big a ding investor confidence is taking right now.

00:00 – Introductions with Jesse Felder
00:40 – Why “Buy the Dip” Mentality Is Over
02:30 – Expectations for This Bear Market Cycle
05:05 – Recession Fears and Tariff Uncertainty Weigh on Markets
10:30 – If Stocks Are Out of Favor, Where Is the Money Going?
13:50 – Key Market Indicators Flashing Warning Signs
17:00 – When the U.S. Catches a Cold, the World Gets Pneumonia
19:35 – Fed Policy and Expectations for the May Meeting
22:20 – Wage Inflation: Once It Starts, It’s Hard to Contain
24:30 – A Generational Opportunity in Commodities?
27:00 – Does This Environment Favor Emerging Markets?
30:10 – Why Markets Are Still Nervous

Jesse Felder began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. He’s the founder of Felder Investment Research, LLC, which publishes The Felder Report.

  economy, investing, Jesse Felder, stocks, tariffs