Podcast
Maggie Lake Talking Markets
Hosted by Mags · EN
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.
38episodes
Episodes
Newest firstAll episodes
Episode 61: Is the Next Fed Move a Hike? With Dale Pinkert
2w ago00:42:01Tap to summarizeIt's the first Fed day under new Chair Kevin Warsh - the guy Dale Pinkert has been telling to "Hurry, Kevin!" for months. Dale joins Maggie Lake on Talking Markets to break down the interest rate decision and what Warsh telegraphs in the press conference. Dale will also share the levels he's looking at in metals, currencies, ags, stocks, and bonds.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
Transcribe →Episode 60: What's the Next Mini Bubble? With Kevin Muir
2w ago00:48:40Tap to summarizeAs the Federal Reserve prepares for its highly anticipated first interest rate meeting under Kevin Warsh, The Macro Tourist author Kevin Muir joins Maggie Lake to break down why tightening into firming inflation data could be a dangerous economic headfake. Plus, with tech making new highs, he outlines his theory of rolling mini-bubbles, explaining why the best alpha is hiding in unloved "page 17" sectors.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
Transcribe →Episode 59: Has the S&P Sell Off Begun? With Dale Pinkert
3w ago00:33:16Tap to summarizeAs geopolitical tensions flare and inflation ticks back up, is the S&P 500 showing signs of vulnerability? In this episode of Talking Markets, Maggie Lake is joined by TradeGateHub Coach Dale Pinkert to break down the market action, the 4.2% inflation print, and what's happening in bonds. Dale shares his technical analysis on how US equities are reacting to escalating rhetoric surrounding Iran, the looming Oracle earnings, and whether high-profile developments like the SpaceX IPO can inject enough momentum to stabilize a jittery market.Follow TradeGateHub on YouTube here: @TradeGateHub Join Dale's Discord here: discord.gg/FjKsXNuzbB *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice#SP500 #Inflation #DalePinkert #Macroeconomics #StockMarket #EnergyPrices #Investing #TalkingMarkets
Transcribe →Episode 58: AI Trade in Trouble? With Jeremy Schwartz
3w ago00:35:28Tap to summarizeWelcome to SpaceX IPO week... On today's Talking Markets, Jeremy Schwartz, Global Chief Investment Officer at WisdomTree, joins Maggie Lake to discuss the potential impact of the SpaceX IPO, whether it could herald a top for tech, and how it's impacting index funds. Also up for discussion: the next phase of the AI trade, value investing and opportunities abroad. Follow Jeremy's Behind the Markets Podcast http://wisdomtree.com/social-media/Support us on Substack: https://themarkethouse.substack.com Connect with us on X: https://x.com/the_markethouse
Transcribe →Episode 57: Setting Up For The Next Big Moves. With Dale Pinkert
4w ago00:34:59Tap to summarizeHas the market's geopolitical relief rally already run its course? Oil is rising, and stocks are slipping as the US-Iran truce looks increasingly fragile, while Bitcoin has tumbled well below TradeGateHub Coach Dale Pinkert’s key $72,000 level. In this episode, Dale joins Maggie Lake to break down the critical shifts across metals, currencies, ags, stocks, and bonds to help you navigate this volatility.Please note our new summer schedule: Dale joins us every Wednesday from now on, and there will be no Friday episodes of Talking Markets until the autumn.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
Transcribe →Episode 56 :Is the "Geriatric" Bull Market in Trouble? With Vincent Deluard
Jun 100:35:08Tap to summarizeVincent Deluard, Director of Global Macro at StoneX Group, joins Maggie Lake on Talking Markets today to discuss the warning signs he's seeing in stocks, bonds, and the economy. Could we be heading for a secular bear market this summer? Vincent sees a lot of potential tipping points for that to happen. Follow Vincent on X: https://x.com/VincentDeluardJoin us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouseTimestamps:00:00 – Is the “Geriatric” Bull Market Nearing a Tipping Point?01:40 – Oil Prices, Iran Tensions and Why Markets Aren’t Panicking03:30 – IPO Mania: Could SpaceX Mark the Market Top?05:20 – The Wealth Effect Is Running on Fumes07:50 – Why College-Educated Millennials Are Starting to Crack10:20 – Tax Collections, Savings Rates and Consumer Stress Signals13:00 – The K-Shaped Economy Is Splitting Again15:20 – Permanent Stimulus: Who Really Benefits From Fiscal Spending?18:00 – Corporate Welfare, AI Spending and Rising Political Tensions20:30 – Are We Already Living Through Stagflation?23:00 – Inflation’s Second Wave and Why Markets May Be Misreading It25:10 – Kevin Warsh’s Fed: Trapped Between Inflation and Growth27:30 – Bond Yields, Oil Prices and the Global Liquidity Risk29:40 – SpaceX, OpenAI and the Biggest IPO Wave in History31:50 – Emerging Markets: Why Vincent Likes Brazil and Colombia33:40 – Cash, China and Where Investors Can Hide If Markets Roll Over*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
Transcribe →Episode 55: How Low Can Oil Go? With Dale Pinkert
May 2900:34:22Tap to summarizeTradeGateHub Coach Dale Pinkert joins Maggie Lake on Talking Markets to break down today's historic market moves. With more talks about an Iran peace deal, the Dow Jones has crossed 51,000 for the first time while oil extended its sharp decline. Dale analyzes the geopolitical impacts on equities and crude, while reviewing his key technical calls. Bitcoin is now inching closer to Dale's 72k target, and the embryonic bull market he predicted for natural gas continues to materialize. Tune in for critical insights on how to position your portfolio during this macro shift.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
Transcribe →Episode 54: What Wins Fear or Greed? With Quinn Thompson
May 2800:32:36Tap to summarizeThe tech rally is taking a breather as Nvidia and AMD slide, leaving investors wondering if fear is finally overtaking greed. Today, Quinn Thompson, Founder and CIO of Lekker Capital and author of Lekker Insights, joins Maggie Lake on Talking Markets to break down why he sees extreme tech crowding potentially reaching a dangerous tipping point. Quinn explains how a fragile bond market, a volatile USD/JPY, and a widening K-shaped economic fracture threaten mega-cap equities. He also shares his playbook for the ultimate market rotation, laying out the macro case for long-dated oil and the booming uranium complex.For more from Quinn: https://www.lekkercapital.com/ Please support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse
Transcribe →Episode 53: Is the S&P Rally A Bull Trap? With Dale Pinkert
May 2200:34:27Tap to summarizeHappy Friday... In today’s episode of Talking Markets, TradeGateHub Dale Pinkert joins Maggie Lake to analyze the S&P's extended rally, what the bond market's saying, and what we might expect as Kevin Warsh gets sworn in as the new Fed chair. Also up for discussion: the week in currencies, the lift in space stocks provided by the SpaceX IPO chatter, and the latest on metals, ags, 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
Transcribe →Episode 52: Which Trade Wins - Commodities or Tech? With Tony Greer
May 2000:31:10Tap to summarizeTG's in the Market House! In this episode of Talking Markets, TG Macro founder Tony Greer joins Maggie Lake to break down what he calls a full-blown "cage match" in the markets. Can the tech bubble and the commodity trade continue to occupy the same space at the same time? Tony reveals who survives this brutal macro environment, how he is positioning, and why the cross-asset indicators suggest the market could change character very quickly. Also up for discussion: NVIDIA earnings after the close, and just WTF is happening in the bond market... 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 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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