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.
208 Episodes
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Despite the US blockade of the Strait of Hormuz and oil surging again, the S&P 500 remains what Crypto is Macro Now author Noelle Acheson describes as "bewilderingly" resilient. Today on Talking Markets, she sits down with Maggie Lake to discuss whether the kick-off of earnings season can provide enough of a shield to protect stocks from a global energy shock, break down the "strange" sideways price action in Bitcoin, and why gap between consumer sentiment and Wall Street has never been wider. 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.
Is the current market strength a genuine recovery or a dangerous trap? TradeGateHub coach Dale Pinkert joins Maggie Lake on Talking Markets to discuss a mixed bag of data: despite March CPI heating up to 3.3% y-o-y and consumer sentiment hitting an all-time record low, US stocks are pushing green on the back of an Iran ceasefire rally. In this episode, Dale breaks down whether the technicals support this "peace pivot" or if the looming threat of an even hotter April inflation print means we are headed for a major reversal. Follow TradeGateHub on YouTube here: @TradeGateHub Join Dale's Discord here: discord.gg/FjKsXNuzbB Please support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse
Following the announcement of the Iran ceasefire, stocks are soaring and oil prices plunging. Jared Dillian, editor of The Daily Dirtnap, joins Maggie Lake on Talking Markets to explain why he thinks markets may significantly overshot in both directions, and discuss whether this relief rally is a genuine turning point or a dangerous trap for those ignoring the underlying geopolitical risks. Jared also updates us on his broader macro outlook, where he has been nailing trades in commodities, metals, and international stocks. Get more from Jared here: www.jareddillianmoney.com Follow Jared on @MacroDirtCast And on Instagram: @DJstochasticSupport us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse
The Morning Navigator himself, Tony Greer, joins Maggie Lake on Talking Markets today to discuss why he thinks new highs in oil and the VIX lie ahead, and what he's monitoring in stocks, energy, bonds, and more, as the Iran war continues to be the biggest headline driver of markets. For more on Tony's webinar April 9th: https://tgmacro.com/webinar/Follow The Macro Dirt: @MacroDirtCast TG on Substack: https://tgmacro.substack.com/Support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse
Tom Thornton of Hedge Fund Telemetry joins Talking Markets to kick off what is likely to be a complex, volatile April. With a SpaceX IPO filing hitting the tape, Tom shares why he isn't rushing to trade it. He provides a deep dive into the broader economy, highlighting the threat of stagflation as rising energy prices clash with weakening manufacturing data. Tom also discusses the geopolitical landscape and Iran's unchanged stance before breaking down his technical outlook for the S&P 500, gold, and crypto, explaining why he believes these markets have yet to find a durable bottom.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
Joining Maggie Lake on Talking Markets today is Harry Melandri. Harry draws a striking parallel between today's macro environment and the lead-up to the 2008 financial crisis. Rising bond yields, spiking energy prices, and tightening credit conditions... Harry argues the signs of "deja vu all over again" are hard to ignore. With oil prices up more than 40% in March alone, the Fed has been pushed into wait-and-see mode, and 10-year Treasury yields have hit their highest level since July 2025. Could 2025 be the new 2008? Follow Harry on Substack here: https://respicefinemmacro.substack.com/Join us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse
It's Dale Pinkert Fri-no wait, Wednesday...! The TradeGateHub coach joins us today as Maggie Lake is traveling on Friday. And what a day to have Dale with us - we'll be getting his take on the moves in bonds, oil, stocks, and more. Follow TradeGateHub on YouTube here: @TradeGateHub Join Dale's Discord here: discord.gg/FjKsXNuzbB 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
David Rosenberg, founder and president of Rosenberg Research, joins Maggie Lake on Talking Markets to discuss the cracks he sees across all asset classes. While stocks rallied today on President Trump's postponement of strikes on Iran, Rosie is concerned that the technical picture is looking very concerning. Also up for discussion: why David thinks the market is wrong about rates and bonds and his view on hard assets after gold's big tumble. Follow David on Substack here: https://substack.com/@davidrosenbergConnect 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.
It's Friday, which means we're closing out the week with Nostrapinkert himself, TradeGateHub Coach Dale Pinkert. Dale joins Maggie Lake to discuss WTF is happening with bonds, what he thinks of the S&P now it's nearing that 6,540 level he flagged last week, and what he's seeing in the dollar, oil, metals, stocks, and more. Follow TradeGateHub on YouTube here: @TradeGateHub Join Dale's Discord here: discord.gg/FjKsXNuzbB 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
In today's episode of Talking Markets, Maggie Lake is joined by Blake Morrow, Co-Founder at Forex Analytix, to break down everything moving markets: from the shock trading halt on the London Metal Exchange, to President Trump's latest demand that the Fed cut rates "right now." With a Fed meeting on the horizon and no rate cut expected, the pressure is building. We dig into what the bond market is signaling, why inflation isn't going away anytime soon, and what all of this means for traders navigating an increasingly volatile macro environment.Follow Blake on X here: https://x.com/PipCzarSupport 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
Every week feels like a year at the moment, but we're happy to be wrapping this one up with TradeGateHub Coach Dale Pinkert. Dale joins Maggie Lake to discuss what the Iran conflict means for oil and energy markets, how equity volatility is likely to evolve from here, and where the dollar goes in a prolonged geopolitical crisis. Also discussed: key levels for ags, metals, bonds, and more. Follow TradeGateHub on YouTube here: @TradeGateHub Join Dale's Discord here: discord.gg/FjKsXNuzbB Please support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse
Today on Talking Markets, Maggie Lake is joined by Mish Schneider, Chief Strategist at MarketGauge.com. Mish will be discussing why her equity exposure is currently light, why she's long bonds, and what the Economic Modern Family are signaling about the economy. Plus: key levels to watch in crypto, commodities, 'Cold War 2.0' in the race for critical materials, and the financial stress signals developing in private equity, banks, and elsewhere.Connect with us on Twitter: https://x.com/the_markethouseConnect with us on Substack: https://themarkethouse.substack.com/Subscribe to Mish's channel here: @TheEconomicModernFamily
Markets rebounded but should investors sell the rip? Today on Talking Markets, Maggie Lake sits down with Aahan Menon, founder of Prometheus Research, to break down what the data is really saying about where markets are headed. Aahan shares how Prometheus's systematic approach is navigating the current turbulence, from bearish signals in US equities to the historic dislocation in energy markets. Plus, why the real opportunities right now may not be where most investors are looking. From global expected returns to how to position when markets fall apart, this is a conversation you don't want to miss...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.
It's Coach Dale Friday! And boy do we need to chat to him today. WTI oil is soaring close to $100, Dale's wheat trade is working out phenomenally, and BlackRock has limited withdrawals from one of its private-credit funds. What a week. Maggie Lake catches up with Dale to get his update on all of the above and more. Follow TradeGateHub on YouTube here: @TradeGateHub Join Dale's Discord here: discord.gg/FjKsXNuzbBPlease 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 Iran's "Pandora's Box," an update on what he called his trade of 2026 back in January (energy - nailed it!), and why he thinks "all roads lead to secular inflation." 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.
Joining us today on Talking Markets is Phil Dauber, Wall Street veteran and author of the Morning Musings Substack. With all eyes on the Iran conflict and how long the Strait of Hormuz will be disrupted, Phil chats with Maggie Lake about the big winners and losers in the market, why markets aren't pricing in an oil shock, and what may happen in Iran next. Plus: credit risks, echoes of 07-08, and the passive tsunami. For more from Phil: https://phildauber.substack.com/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 the final Coach Dale Friday of February! With inflation speeding and major indexes finishing the month at a loss, what are the charts telling the TradeGateHub Coach? Maggie Lake will get Dale's update on metals, oil, stocks, and more - including what Dale is looking at in China. Follow TradeGateHub on YouTube here: @TradeGateHub Join Dale's Discord here: www.discord.com/invite/FjKsXNuzbBPlease 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
Joining Maggie Lake for the first time on Talking Markets today, we've got Jim Welsh, author of Macro Tides and a 40+ year market veteran. Up for discussion: Nvidia report earnings after the close - how will markets react? Plus, Jim's market outlook through charts, key levels for 1-year Treasuries, and what Jim thinks is next for the dollar, gold, S&P, and more. For more from Jim: https://www.macrotides.com/ And you and reach him at: jimwelshmacro@gmail.comConnect 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.
Kicking off the week on Talking Markets, Maggie Lake is joined by Rupert Mitchell, author of the Blind Squirrel Macro Substack, whose whiskers are currently twitching about risk in the stock market. Also up for discussion: gold and silver volatility, the Squirrel's take on uranium, his latest outlook for China, and whether he is still bullish international over US. You can find more of Rupert's work here: https://substack.com/@blindsquirrelmacroConnect 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.
It's Coach Dale Friday! TradeGateHub coach Dale Pinkert joins Maggie Lake to discuss how his oil call from last week is playing out (well!), what's happening with wheat and the commodity complex, and how the Supreme Court's tariff ruling might play out in markets. And of course, we'll be taking your questions too. Follow TradeGateHub on YouTube here: @TradeGateHub Join Dale's Discord here: discord.com/invite/FjKsXNuzbBPlease 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
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