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.
42episodes
Episodes
Newest firstAll episodes
Episode 65: The Nasdaq 100 Danger Zone? With Katie Stockton
2d ago00:32:47Tap to summarizeThe tech-heavy Nasdaq 100 just flashed its first major weekly sell signal since November. Is the AI boom stalling, or is a massive market rotation underway? Katie Stockton, CMT, the brilliant founder and managing partner at Fairlead Strategies, joins Maggie Lake on Talking Markets to walk us through what she sees in the charts now, and over the coming months. Also up for discussion: oil, gold, SPX, and more. To request a Fairlead Strategies 30-day free trial: https://www.fairleadstrategies.com/trial🏠 Support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse
Transcribe →Episode 64: Is Micron Breaking Down? With Dale Pinkert
2d ago00:38:42Tap to summarize* Apologies for just getting this up but we had some power issues due to storms. TradeGateHub Coach Dale Pinkert is back for another chart bonanza on Talking Markets. He joins Maggie Lake to analyze the hit to chip stocks, Micron's potential breakdown, and what's happening in yields, ags, precious metals, 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 63: Will It All Fall Apart At Once? With Jared Dillian
1w ago00:32:50Tap to summarizeAs tech stocks stumble and a shipping blockade in the Strait of Hormuz sends oil prices up again, investors are left wondering if the market’s massive run is finally hitting a wall. Today on Talking Markets, Daily Dirtnap editor and Jared Dillian Money founder Jared Dillian joins Maggie Lake to break down the risks hiding behind today’s breaking headlines. Also up for discussion: why Jared's positioning for sudden disorder, how he's thinking about the precious metals trade now, and his forthcoming book, The Awesome Portfolio. 💡Pre-order Jared's forthcoming book, The Awesome Portfolio, right here: https://lnk.to/theawesomeportfolio 💡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.
Transcribe →Episode 62: Are Credit Conditions Tightening? With Harry Melandri
3w ago00:33:23Tap to summarizeWe're back...! Maggie Lake is Talking Markets today with Harry Melandri, author of the Respice Finem Macro Substack. The big question: Is a liquidity squeeze underway? Harry thinks 'yes.' He breaks down why cash-generative tech giants are suddenly hoarding capital, how massive private raises affect broader market liquidity, and whether the Fed's recent hawkish shift is real or just theater to calm bond markets.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
Transcribe →Episode 61: Is the Next Fed Move a Hike? With Dale Pinkert
Jun 1700:42:01Tap 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
Jun 1500:48:40Tap 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
Jun 1000:33:16Tap 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
Jun 800:35:28Tap 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
Jun 300:34:59Tap 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 →