Claim OwnershipMaggie Lake Talking Markets
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Maggie Lake breaks down all the daily market action with the best minds in finance. Join us after the US market close each day for smart conversation that will help you understand this complex investing landscape and build wealth without losing your sanity. If you want knowledge, civility, karaoke and the occasional cocktail recommendation, you've come to the right place.
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On today’s Talking Markets, Maggie Lake is joined by Crypto is Macro Now author Noelle Acheson. Bitcoin is now deep into bear-market territory by traditional definitions, but Noelle shares why she thinks conviction in the crypto narrative remains surprisingly resilient... and discusses whether this cycle really is different from the last one. We also look ahead to a packed macro week, from jobs data and central bank meetings to borrowing estimates that could ripple through bonds, equities, and crypto alike.Connect with Noelle on Substack: https://www.cryptoismacro.com/Support us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
Kicking off the week on Talking Markets is Tommy Thornton, founder of Hedge Fund Telemetry. As markets started February positively after a wild week last week, Tom joins Maggie to discuss his outlook for tech, update us on his long and short positions for 2026, and share what he sees next for Bitcoin, the S&P, and more. Follow Tommy on Substack: https://hedgefundtelemetry.substack.com/Connect with us on Substack: https://themarkethouse.substack.com/Connect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
Who better to join us on the most important Fed Day since the last Fed Day than Peter Boockvar, CIO of One Point BFG Wealth Partners and author of The Boock Report? Peter joins Maggie Lake to break down the Fed's decision to hold interest rates steady, and its market consequences, as well as his outlook for the AI trade, the dollar, bonds, the international trade, and more. For more from Peter, join him over on Substack at: https://peterboockvar.substack.com/ Support us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
The green chicken himself, Doomberg, joins Maggie Lake on Talking Markets as energy and metals assert themselves even more. Natural gas futures have doubled in just a week, gold miner stocks are rallying, and both gold and silver remain firm as investors reassess risk. Maggie and Doomie also look at how these moves sit alongside upcoming tech earnings and what they may be signaling about inflation, volatility, and positioning beneath the surface of the market.For more from Doomberg: https://newsletter.doomberg.comSupport us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice
What a week.... Thankfully we've made it to Friday, which means Talking Markets with Coach. Dale Pinkert joins Maggie Lake today to talk the breakdown in tech, what he's seeing in energy markets, and the dollar. We'll also be catching up on today's market action, his precious (and other) metals outlook, and the individual stocks on his radar right now. If you trade or follow FX, commodities, energy, or equities, Dale Fridays are episodes you don’t want to miss.Follow TradeGateHub on YouTube here: @TradeGateHub Please support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice
Kevin Muir, author of The Macro Tourist, joins Maggie Lake on Talking Markets today to walk through what he’s seeing beneath the surface of today’s markets. He explains why he thinks the silver top may already be in, why energy (especially Canadian energy) looks compelling, and why he thinks the great rotation away from Mag7 is well underway. They also dig into the risk few seem focused on: the size of the US current account deficit, what happens if the AI trade rolls over, and what it means when stocks, bonds, and the dollar all fall together. For more from Kevin: https://themacrotourist.com/Please support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice
It's Friday, which means Talking Markets with Coach. Dale Pinkert joins Maggie Lake to talk dollar/yen, WTI, and nat gas, as well as dig into the market action today, the outlook for copper, and what he's seeing in tech, precious metals, and more. As ever, Dale Fridays are episodes you don't want to miss... If you trade or follow FX, commodities, energy, or equities, Dale Fridays are episodes you don’t want to miss.You can now chat with Dale on Discord: / discord Follow TradeGateHub on YouTube here: @TradeGateHub Please support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice
Oh look, more historic highs in metals... Gold, silver, and industrials are all surging in a world increasingly defined by inflation risk, currency debasement, and geopolitical heat. The Morning Navigator himself, Tony Greer, joins Maggie Lake on Talking Markets to unpack what’s driving the metals move, what that means for commodities, and what his thoughts are on bank earnings, the latest economic data, and his outlook for the rest of the month. The few remaining tickets for the inaugural TG Macro Conference are available here: https://tgmacro.com/conference/ Come and join us in Music City...!Follow Tony's Podcast @MacroDirtCast Support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
Kicking off the week on Talking Markets, Maggie Lake is joined by Corvin Codirla, an investment banking and hedge fund veteran who now teaches quant trading and runs a trading group: Quant Trading with Python. Maggie and Corvin chat about stress-testing portfolios, the probe of Fed Chair Jay Powell, common mistakes he sees traders make in this environment, and more. You can find Corvin on X @CorvinCordirla Please support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice
With a US non-farm payroll number data coming off the presses and White House directives dominating the news cycle, it's a perfect day to start Dale Pinkert's 2026 Talking Markets Residency. Maggie Lake chats with the TradeGateHub Coach about the headlines and what's behind the headlines, as well as his take on oil, currencies, metals, TLT, tech, Bitcoin, and more. You can now chat with Dale on Discord: / discord Follow TradeGateHub on YouTube here: @TradeGateHub Please support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse
Vincent Deluard, Director of Global Macro at StoneX Group, joins Maggie Lake on Talking Markets today to discuss the impact of the Venezuela strikes on the LatAm markets, why he thinks the debasement trade has only just begun, why he thinks China’s stock rally may still have room to run, and what’s on his radar for Q1 2026 and beyond. Follow Vincent on X: https://x.com/VincentDeluardJoin us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
Welcome back to Talking Markets, where we kick off the year with Jared Dillian, editor of The Daily Dirtnap and founder of Jared Dillian Money. Anyone hoping for a quiet start to 2026 will be disappointed with the US strikes in Venezuela and capturing of Maduro dominating the narrative and the markets. Maggie Lake talks to Jared about the market fallout, what he likes here, and why he thinks people are going to be making "even worse decisions than usual" in 2026.Get more from Jared here: www.jareddillianmoney.com Follow Jared on @MacroDirtCast Join Maggie and Jared in Nashville in February at the TG Macro Conference - Tickets here: https://tgmacro.com/conference/Support us on Substack: https://themarkethouse.substack.com/s...Connect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
On the final episode of Talking Markets for 2025, Maggie Lake is joined by Thomas “Tommy” Thornton, Founder of Hedge Fund Telemetry, to break down where he sees the best long and short opportunities heading into the new year.Known for his highly tactical approach, Tommy explains how he’s positioning on both the long and short side as markets transition into 2026. He shares his outlook for bonds, how changes in the rate environment could influence equity markets, and where investors should be watching for early signals in the next market phase.You can find more on Tommy's work: hedgefundtelemetry.com Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with us on Substack: https://themarkethouse.substack.com/ Connect with us on Twitter: https://x.com/the_markethouse *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
Gold and silver have been on a record run this year, notching up their best performance in 35 years! Can it continue? TradeGATEHub coach Dale Pinkert returns this Friday to talk about his outlook for precious metals. He also talks to Maggie about the AI trade, which is trying to rebound, and where he sees the U.S. dollar trading after a week of central bank decisions including a rate hike by the Bank of Japan. Dale thinks the direction of the dollar will drive a lot of the market action and he has an out of consensus call he shares. You can now chat with Dale on Discord! / discord Follow TradeGateHub on YouTube here: @TradeGateHub Please support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
The Fed cut rates last week, but it hasn't done much to help stocks or bonds. Harry Melandri, senior advisor to MI2 Partners joins Maggie Lake to discuss what is dragging on markets, including the decline in Oracle. Harry sees trouble brewing in private credit which may only be exacerbated by changes coming in banking rules. Harry brings his deep knowledge of central bank operations (he started his career at the Bank of England) and bond markets to break down the possible regulatory changes and the profound impact they may have on how we think about monetary and fiscal policy. Follow MI2 on Substack here: https://mi2partners.substack.com/Join us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouseWe know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
This week we'll get more information about the U.S. economy as the government releases November's payroll data and retails sales. Marketgauge.com's chief strategist, Mish Schneider joins Maggie Lake with an update on her Modern Economic Family indicator, which shows some signs of improvement. So where are the best opportunities? Mish previews some of her investment themes for 2026 and names that she has on her shopping list. For more on Mish's work: https://marketgauge.com/ & get Mish's free daily here: https://micheleschneider.substack.com/ Connect with us on Substack: https://themarkethouse.substack.com/ Connect with us on Twitter: https://x.com/the_markethouse
On this episode of Talking Markets, Maggie Lake is joined by Noelle Acheson, author of the Crypto Is Macro Substack, for a deep dive December's FOMC decision. The central bank approved a quarter point rate cut, as expected, but it was was the balance sheet changes that lit a fire under risk assets. Can it continue? Noelle unpacks what the Fed may be signaling for 2026 rate policy, and how shifting Fed expectations could impact risk assets, including Bitcoin (BTC), Ethereum (ETH), and the broader crypto market.They also discuss macro forces driving digital assets, the relationship between liquidity and crypto performance, and whether BTC’s next big move could be higher or lower.Follow Noelle's work here: https://www.cryptoismacro.com/Support us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
On this episode of Talking Markets, Maggie Lake sits down with Brent Donnelly, President of Spectra Markets, for an in-depth conversation on the U.S. dollar and its powerful influence on global asset prices.Brent breaks down how USD strength and weakness impact currency trades, what traders should watch across FX markets, and how shifting Federal Reserve policy could shape market volatility.With the FOMC meeting this Wednesday, Brent shares what he expects from the Fed, how interest rate decisions may affect the S&P 500, bond yields, risk assets, and why the dollar remains the most important macro driver heading into year-end.For more from Brent, sign up for his daily am/FX note at: https://www.spectramarkets.com/am-fx/Support us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
Energy has been the laggard of the everything rally - is that about to change? Dale Pinkert, Trading Coach as TradeGate Hub joins Maggie Lake for his Friday residency to talk about a breakout that may be forming in WTI. Dale also discusses the rally in natural gas and his view on Treasuries ahead of next week's Federal Reserve policy meeting. Based on the music selection he's been sharing on X, he may be in a feisty mood! Follow TradeGateHub on YouTube here: @TradeGateHub Support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouseWe know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
Weak US jobs data and renewed concerns around AI spending created some headwinds for investors, but US stocks pulled out a rally anyway. Aahan Menon, founder of Prometheus Research, joins Maggie Lake on Talking Markets to discuss the outlook for the S&P as we head into year-end. They'll also talk inflation expectations as the Federal Reserve prepares to gather for its last meeting of 2025 and Aahan shares some of his non-consensus calls.You can find more on Aahan's work at: https://substack.com/@prometheusresearchSupport us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
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