Michael Schumacher
Head of macro strategy at Wells Fargo Securities, appearing on the episode to discuss bond auctions, yields, and macro outlook.
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Mar 24, 2026 • 44min
Rates Spike As Equities Stall… And Palo Alto Networks CEO On AI Cybersecurity 3/24/26
Michael Schumacher, head of macro strategy at Wells Fargo Securities, breaks down the bond market's bunker mentality. He talks yields spiking after a weak Treasury auction and what that means for stocks and policy. He also explores timing risks for stagflation and how global inflation and geopolitics could pressure earnings.
