# Talking Markets and More with First Eagle's Matthew McLennan

Page: https://stenobird.com/podcast/barron-s-live-411342/talking-markets-and-more-with-first-eagle-s-matthew-mclennan
Text version: https://stenobird.com/podcast/barron-s-live-411342/talking-markets-and-more-with-first-eagle-s-matthew-mclennan.md
Podcast: [Barron's Live](https://stenobird.com/podcast/barron-s-live-411342)
Published: 2026-03-09T19:45:00+00:00
Episode link: https://pdst.fm/e/traffic.megaphone.fm/WSJ9662212226.mp3?updated=1777314243
Audio file: https://pdst.fm/e/traffic.megaphone.fm/WSJ9662212226.mp3?updated=1777314243
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JSON: https://stenobird.com/v1/public/podcasts/barron-s-live-411342/episodes/talking-markets-and-more-with-first-eagle-s-matthew-mclennan
Duration seconds: 2673

## Resource

Matt McLennan and his First Eagle colleagues were spot-on at the start of this year in highlighting the risks of America's twin deficits, hyperscaler spending, and "geopolitical disequilibrium" - all forces that continue to restrain the U.S. stock market. Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Paul R. La Monica speak with Matt about how he sizes up new risks, where he sees the best investment values, and why it often pays to go against the crowd. Learn more about your ad choices. Visit megaphone.fm/adchoices

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## Transcript

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