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.
46episodes
Episodes
Newest firstAll episodes
Episode 39: Calm Before The Storm? With Vincent Deluard
Apr 2000:31:31Tap to summarizeVincent Deluard, Director of Global Macro at StoneX Group, joins Maggie Lake on Talking Markets today to discuss the Trouble with Treasuries, where the safe havens for investors are now, Vincent's latest thoughts on LatAm, China, and the Rest of World trade, and more. 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.
Transcribe →Episode 38: The Dollar Holds The Key. With Dale Pinkert
Apr 2000:38:25Tap to summarizeLast week on Talking Markets, TradeGateHub Coach Dale Pinkert said that if DXY broke down below 98, the rally in stocks would likely continue. Well, DXY fell below 98 today, so Maggie Lake sits down with Dale to discuss whether this is the ultimate "green light" for equities to push into record territory. Dale provides his technical roadmap for the S&P 500, his outlook on the DXY’s next move, and what he's seeing in metals, Mag 7, ags, 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
Transcribe →Episode 37: Earnings vs. Geopolitical Pain - Which Wins? With Noelle Acheson
Apr 1300:37:17Tap to summarizeDespite 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.
Transcribe →Episode 36: Is This Rally A Fake Out? With Dale Pinkert
Apr 1000:37:40Tap to summarizeIs 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
Transcribe →Episode 35: Is This A Ceasefire Trap? With Jared Dillian
Apr 800:33:00Tap to summarizeFollowing 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
Transcribe →Episode 34: The HALO Trade. With Tony Greer
Apr 600:33:07Tap to summarizeThe 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
Transcribe →Episode 33: To Short or Not To Short? With Thomas Thornton
Apr 100:37:05Tap to summarizeTom 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
Transcribe →Episode 32: Is 2025 The New 2008? With Harry Melandri
Mar 3100:32:47Tap to summarizeJoining 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
Transcribe →Episode 31: Are Bonds A Safe Bet? With Dale Pinkert
Mar 2500:37:49Tap to summarizeIt'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
Transcribe →Episode 30: The Market Is Wrong About Rates. With David Rosenberg
Mar 2300:41:22Tap to summarizeDavid 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.
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