Maggie Lake Talking Markets podcast

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추가했습니다 sixteen 주 전

Mags에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Mags 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Fixable

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How to get your confidence back 41:05

21 weeks 전41:05

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41:05

When negative feedback shakes your confidence, it can be difficult to get back to feeling like yourself at work. In this episode, Anne and Frances help a struggling listener who has spent years toning herself down in the workplace after being told that she was too assertive — now, she feels that her modest approach is holding her back. Together, they use Anne and Frances’s “trust triangle” framework to explore how empathy, authenticity, and logic can help you rebuild confidence and trust with your colleagues, and share helpful confidence hacks for getting comfy with discomfort. What problems are you dealing with at work? Text or call 234-FIXABLE or email fixable@ted.com to be featured on the show. For the full text transcript, visit ted.com/podcasts/fixable-transcripts Want to help shape TED’s shows going forward? Fill out our survey ! Hosted on Acast. See acast.com/privacy for more information.…

Maggie Lake Talking Markets

시리즈 홈•Feed

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.

118 에피소드

#Trading #Business #Mag

Maggie Lake Talking Markets

updated 2일 전

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118 에피소드

#Trading #Business #Mag

모든 에피소드

Maggie Lake Talking Markets

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Episode 67: How Low Can The Dollar Go? With Dale Pinkert. 32:51

2일 전32:51

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With the WSJ reporting this morning that " the ICE US Dollar Index is headed for its worst first half of a year in at least four decades," how low can the dollar go? Thankfully, we have someone on Talking Markets today who follows the dollar very closely: TradeGateHub Coach Dale Pinkert. He joins Maggie Lake to update us on the dollar, TLT, oil, nat gas, and what's happening with gold, as well as Uber, Apple, and Google. He has some contrarian views you'll want to hear. Join TradeGateHub for free here: https://tradegatehub.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 66: The Money Illusion. With George Noble. 43:30

9일 전43:30

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All may not be what it seems with equity markets, according to George Noble, who joins us today on Talking Markets for the first time. Equities are actually "down bigly vs gold," he says, calling it a "illusion." With markets mostly "meh" today following the US' strikes on Iran, President Trump telling "EVERYONE" to "KEEP OIL PRICES DOWN," and question marks around the Strait of Hormuz, there is lots to discuss today. Hit that subscribe button and join the conversation in the comments.You can follow George on X here: https://x.com/gnoble79 Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://themarkethouse.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 65: Has A Bear Cycle Taken Hold? With Katie Stockton. 32:55

14일 전32:55

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We're thrilled to welcome back Katie Stockton CMT, the founder and managing partner at Fairlead Strategies and PM of the TACK ETF, to Talking Markets. She'll be joining Maggie Lake to discuss the bearish signals she sees on equities and dollar, the upward momentum on gold and oil, and a possible rebound for utilities. Of course, we'll be discussing today's Fed meeting and its consequences, too, and taking your questions in the live chat. Hit that subscribe button and join the conversation in the comments.For more from Katie: https://www.fairleadstrategies.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://themarkethouse.substack.com We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 64: The Outlook for War and Energy. With Doomberg. 45:38

16일 전45:38

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On today's Talking Markets, Maggie Lake sits down with Doomberg to explore the ripple effects of the latest Israel/Iran developments, the reaction of the energy markets, and what Doomberg thinks could be coming next for oil, natural gas, uranium, and more. With open hostilities between Israel and Iran entering a fourth day today, will the spike in oil prices (and European nat gas) last, and what does that mean for the broader commodity complex? Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake Or if email is more your jam: https://maggielake.markets/notify-me Follow Doomberg on Substack: https://substack.com/@doomberg *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 63: Oil - The Match That Sparks A Crisis? With Michael Gayed & Weston Nakamura. 54:44

19일 전54:44

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The global markets reacted today to Israel's strikes on Iran, with oil and gold up and stocks down. On this special episode of Talking Markets, recorded as markets opened this morning, Maggie Lake sits down with Michael Gayed, Portfolio Manager of the Free Markets ETF and publisher of The Lead-Lag Report, and Weston Nakamura, founder of Across the Spread Research. They discuss the near-term implications of this escalation of tensions in the Middle East, before digging into Japan specifically. They discuss the risks in the Japanese government bond market, how a sustained oil spike could cause Japan to panic, and what Michael thinks is a "massive rotational shift in markets." Recorded Friday morning, June 13. For more from Michael: https://www.leadlagreport.com/ For more from Weston: https://westonnakamura.substack.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 62: Is The Fed Falling Behind? With Brent Donnelly. 33:55

21일 전33:55

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With inflation softening and global central banks starting to cut, is the Fed falling behind? Brent Donnelly, President of Spectra Markets, joins Maggie Lake to discuss whether Powell can really hold rates steady for much longer, and what happens if the market forces his hand. They also dig into currency risk for investors looking abroad, Brent's outlook for global currencies vs USD, and why he thinks "we are moving more and more towards central planning of the economy as rapidly rising debt forces the US government towards wave upon wave of financial repression."You can find more of Brent's work here: https://www.spectramarkets.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 61: Are Commodities Grossly Undervalued? With Mish Schneider. 35:33

23일 전35:33

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Kicking off the week on Talking Markets, we've got MarketGauge.com Chief Strategist Mish Schneider joining Maggie Lake to discuss why she thinks commodities are "grossly undervalued." From uranium to silver to soybeans, Mish sees a ton of tactical opportunities in the commodities space (with clear targets and tight stops). They also discuss signs of stagflation, the “vanity trade,” the fiscal implications of the "Big Beautiful Bill," and why she still sees upside in names like Tesla and Rivian, despite all the noise.For more on Mish's work: https://marketgauge.com/ & get Mish's free daily here: https://micheleschneider.substack.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 60: Geopolitical Threats & Opportunities. With Jacob Shapiro and Dee Smith. 26:43

24일 전26:43

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In this special episode of Talking Markets, Maggie Lake is joined by Strategic Insight Group CEO and founder Dee Smith, and Jacob Shapiro, Head of Geopolitical and Macro at The Bespoke Group, to dig into the Operation Spider's Web and its ricochet effects for not just the rules of war but potentially the rules of commerce. The three get into the far-reaching implications of Ukraine's drone strikes, why economic nationalism may be a canary in the coal mine for war, Dee and Jacob's take on the US' diplomacy, what geopolitical chess moves investors need to keep an eye on, and more. Recorded on June 4 and June 5, 2025.🔔 Hit that subscribe button and join the conversation in the comments.Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 59: The Elon Effect on Gold. With Tony Greer 33:06

28일 전33:06

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"Elon Musk is a living, breathing, gold and Bitcoin endorsement right now," TG Macro's Tony Greer said this morning. He joins Maggie Lake on Talking Markets to discuss why Musk is a gold salesman, his outlook for markets, his thoughts on tariffs and the "big beautiful bill," and whether he still sees the bond market as the Jaws-esque risk on the horizon. Follow Tony on the Macro Dirt Podcast here: @MacroDirtCast And subscribe to his work here: https://tgmacro.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 58: Is The Dollar Bear Trade Too Crowded? With Dale Pinkert 42:11

4 weeks 전42:11

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It's been an eventful start to June, with stocks down slightly, Treasury yields inching up, oil up, and the dollar weakening against the euro, pound, and yen. So it's the perfect day to have TradeGateHub coach Dale Pinkert back on Talking Markets to share his outlook on TLT, DXY, Mag 7, and more. In this episode, we break down the price action, from the S&P, WTI to UBER and Google — with expert insights you won't want to miss. Join TradeGateHub for free here: https://tradegatehub.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com You can get a ticket to July’s Rule Symposium here: https://registration.allintheloop.net... Disclosure: This is an affiliate link, which means we may earn a commission if you get a ticket*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 57: Recession, Then More QE. With David Rosenberg 1:00:19

4 weeks 전1:00:19

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David Rosenberg, president of Rosenberg Research, joins Maggie Lake to explain why he’s a restrained bull on long-term Treasuries. While many investors have written off bonds as “uninvestable,” Rosie argues that recession risk is underpriced, the term premium is rising for structural reasons, and valuations now offer an attractive risk-reward, even if consensus sentiment is deeply negative. Also discussed: why the housing market, not AI hype, is the key leading indicator (and how it's rolling over), the parallels Rosie sees with summer '07, why soft data matters more than headlines right now, and how investors should think about duration and portfolio construction in this environment. Recorded May 22, 2025.🔔 Hit that subscribe button and join the conversation in the comments.Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 56: Gold vs. Bitcoin. With Rick Rule. 31:02

5 weeks 전31:02

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Gold slipped earlier this week as President Trump delayed tariffs on the European Union and the US dollar strengthened. Is this just a short-term wobble, or the start of something more serious? Rick Rule, CEO of Rule Investment Media, joins Maggie Lake to talk about the macro risks and outlook for gold and metals. They also discuss whether Bitcoin will now compete with gold as a safe haven against currency devaluation. As mentioned in the conversation, Rick is holding a 4 day conference this July. You can get a ticket to July’s Rule Symposium here: https://registration.allintheloop.net... Disclosure: This is an affiliate link, which means we may earn a commission if you get a ticketHit that subscribe button and join the conversation in the comments.Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 55: Are Central Banks Losing Control of Bond Markets? With Julian Brigden. 51:56

6 weeks 전51:56

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The 10-year yield was back above 4.5% today, while the 30-year broke 5% again sending equities sharply lower. With the fate of President Trump’s “Big Beautiful Bill" going down to the wire, bond investors are voting with their feet. Julian Brigden, co-founder of MI2 Partners and creator of MacroCapture, joins Maggie Lake today to share his take on the budget, bonds, and whether he still thinks US exceptionalism is over. Also up for discussion: whether more pain is in store for equities, what we can expect from the summer. Spoiler alert: Julian believes the markets are extremely fragile. Are there opportunities? Yes, but also lots of risk. Follow MI2 on Substack here: https://mi2partners.substack.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 54: Is it Time To Sell America? With Jeremy Schwartz. 36:51

6 weeks 전36:51

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Stocks dipped and yields climbed today after Moody’s downgraded the US sovereign credit rating on Friday, and President Trump's tax and spending bill (which would increase projected budget deficits by nearly $3 trillion through 2034) passed a key hurdle last night. Jeremy Schwartz, Global CIO at WisdomTree, joins Maggie Lake on Talking Markets to talk about whether the US is at risk of its own Liz Truss moment and why the global rotation may just be getting started. Quick announcement: Maggie is catching up with the wonderful Juliette Declercq at the Mauldin Economics 2025 SIC Conference today. You can still grab a ticket for what is an amazing line-up here: https://www.mauldineconomics.com/go/J.. .Disclosure: This is an affiliate link, which means we may earn a commission if you get a ticketDon't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 53: Is The Market Mispricing Risk Again? With Nancy Davis. 35:55

7 weeks 전35:55

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The bond market isn’t behaving the way it used to, and investors can no longer rely on old correlations to hold, according to Nancy Davis, founder of Quadratic Capital and portfolio manager of IVOL and BNDD. The former Head of Credit, Derivatives, and OTC Trading at Goldman Sachs joins Maggie Lake on Talking Markets to explain why this shift is happening, discussing ballooning US deficits, potential tariff negotiation fallout, and the potential for foreign buyers to pull back further from Treasuries. Nancy also lays out why the current environment makes this the most compelling time for IVOL’s asymmetric curve steepener strategy since 2019.For more on IVOL: https://www.ivoletf.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 52: What's Bugging the Bond Market? With Noelle Acheson 33:55

7 weeks 전33:55

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CPI came in soft, stocks cheered… but Treasury yields rose. What’s really going on? Noelle Acheson, author of Crypto Is Macro Now, joins Maggie Lake to unpack why the inflation data may be misleading, why the bond market isn’t buying the narrative, and what the tariff pause could actually mean for markets. She also breaks down what Coinbase entering the S&P 500 signals, why ETH is outperforming suddenly, and why the dollar’s slide could fuel the next leg for crypto and risk assets.For more from Noelle: https://www.cryptoismacro.com/ Quick announcement: Maggie is catching up with the wonderful Juliette Declercq at the Mauldin Economics 2025 SIC Conference later this month. You can grab a ticket for what is an amazing line-up here: https://www.mauldineconomics.com/go/J... Disclosure: This is an affiliate link, which means we may earn a commission if you get a ticketDon't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.Chapter: 00:00 - Introduction with Noelle Acheson 03:10 - Why the U.S. Dollar Is the Biggest Warning Sign 05:10 - When Does the 10-Year Yield Kill the Rally? 07:20 - Where Does This Leave the Fed? Policy Traps Ahead 10:20 - How Current Market Conditions Are Impacting Crypto 14:05 - Digital Assets and Regulation in Washington 18:40 - Building Sophisticated Crypto Markets: Institutions, Tokenization & Education 21:30 - Gold on the Blockchain: Real or Hype? 24:20 - What’s Wrong with European Assets Right Now? 30:30 - Uncovering New Opportunities “In the Box”…

Maggie Lake Talking Markets

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Episode 51: Is The Worst Of The Trade War Over? With Rupert Mitchell 37:52

7 weeks 전37:52

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With China and the US drastically cutting reciprocal tariffs, is the worst of the trade war over? Rupert Mitchell, A.K.A. The Blind Squirrel on Substack, thinks so: "The administration clearly cares more about stocks than they were pretending," he said this morning. Rupert joins Maggie Lake on Talking Markets today to discuss the likely effects of the US/China trade detente, what might be the cause of the next bond riot, and the Squirrel's take on private equity, energy, commodities, and driverless cars. For more from Rupert, you can join Blind Squirrel Macro here: https://www.blindsquirrelmacro.com/ Quick announcement: Maggie is catching up with the wonderful Juliette Declercq at the Mauldin Economics 2025 SIC Conference later this month. You can grab a ticket for what is an amazing line-up here: https://www.mauldineconomics.com/go/J.. .Disclosure: This is an affiliate link, which means we may earn a commission if you get a ticketDon't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake Chapters 00:00 - Introduction with Rupert Mitchell AKA The Blind Squirrel 01:30 - U.S./China Trade Talks and the Current Economic Environment 05:00 - Bond Market Concerns: Can Stocks Keep Rallying? 07:00 - The Fiscal Situation and Market Risk 07:55 - U.S./China Trade Talks: Market Implications 09:55 - Powell’s Got a Tough Job Ahead 13:00 - The Great Asset Rotation: What If Stocks Rip Higher? 16:45 - How Global Capital Is Repositioning 18:00 - Best Investment Opportunities Outside the U.S. 20:50 - How to Approach Tech in Today’s Market 25:10 - Canadian Oil Pipelines: A Strategic Play? 28:40 - The Future of Robo Taxis and Autonomous Transport 35:20 - What’s the Pain Threshold on Treasuries?*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 50: Trade Talks & The Risks To US Treasuries. With Harry Melandri. 44:08

8 weeks 전44:08

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With President Trump saying today that an 80% tariff on Chinese goods “sounds right,” but that it's "up to Scott [Bessent]," what can we expect from the US/China trade talks this weekend - and how might markets react? Harry Melandri, senior advisor to Arque Advisors and author of Respice Finem, joins Maggie Lake to unpack the latest tariff news, what the bond market is saying, and where Harry thinks is the next geopolitical pressure point. TGIF...!Quick announcement: Maggie is catching up with the wonderful Juliette Declercq at the Mauldin Economics 2025 SIC Conference later this month. You can grab a ticket for what is an amazing line-up here: https://www.mauldineconomics.com/go/J... Disclosure: This is an affiliate link, which means we may earn a commission if you get a ticketDon't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 49: The Great Rotation Into International Stocks Has Barely Started. With Vincent Deluard. 36:40

8 weeks 전36:40

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The Fed left rates unchanged but Vincent Deluard says the real story is elsewhere. The Director of Global Macro Strategy at StoneX joins Maggie Lake to explain why the 2% inflation target is dead, why investors should fade the 2026 rate cuts, why the move into international stocks is only beginning. You can follow Vincent on X here: https://x.com/vincentdeluard Looking to up your gold and silver holdings? Consider Hard Assets Alliance, a trusted platform holding over $3b in assets: https://leads-inst549-client.phonexa.... Disclosure: This is an affiliate link, which means we may earn a commission if you click through and open an account Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 48: China Tariff Rollbacks Incoming? With Peter Boockvar. 39:46

8 weeks 전39:46

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"We're going to see a dramatic reduction in tariff rates on China," Peter Boockvar wrote May 5 in the Boock Report. The CIO of Bleakley Financial Group joins Maggie Lake on Talking Markets to discuss the future of tariffs on China, international stock outperformance, and the Fed's interest rate announcement later this week. Also up for discussion: a bond crisis, Peter's outlook for inflation, and where he sees opportunities. To get more from Peter, join him over on Substack at: https://peterboockvar.substack.com/ Looking to up your gold and silver holdings? Consider Hard Assets Alliance, a trusted platform holding over $3b in assets: https://leads-inst549-client.phonexa.... Disclosure: This is an affiliate link, which means we may earn a commission if you click through and open an account Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.Chapters: 00:00 – Introduction with Peter Boockvar 02:40 – ISM, Jobs, and US Economic Data 04:30 – Trump's Trade War with China 08:20 – Are We Too Negative That Businesses Can’t Adjust? 11:50 – “Sell the News” Environment? 15:05 – The US Dollar 19:00 – Could This Escalate From Trade War to Capital War? 22:10 – Does China Need a Deal to Happen? 25:00 – 10-Year Bonds to 5%? 27:40 – Outlook on Magnificent 7 CapEx Spending 31:20 – Where Do You See Opportunity? 33:10 – Commodities: Physical or Equities? 34:55 – Outlook on Europe…

Maggie Lake Talking Markets

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Episode 47: Is Another Sell Off Looming? With Dale Pinkert. 38:01

8 weeks 전38:01

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38:01

Stocks rallied today after a better-than-expected jobs report, with 177,000 new positions added despite ongoing tariff uncertainty. Treasury yields are climbing, and the Fed is likely to stay patient—so what does it all mean for markets? TradeGateHub coach Dale Pinkert joins Maggie Lake to break down today’s moves in SPX, gold, silver, and bond markets. With Apple sliding despite strong earnings, Dale revisits his bearish price call on Talking Markets in March, and shares his outlook on NVIDIA, silver miners, and more.You can join TradeGateHub here: https://tradegatehub.com/ Looking to up your gold and silver holdings? Consider Hard Assets Alliance, a trusted platform holding over $3b in assets: https://leads-inst549-client.phonexa.... Disclosure: This is an affiliate link, which means we may earn a commission if you click through and open an account Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

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Episode 46: GDP, META and MSFT. With Tommy Thornton 36:20

9 weeks 전36:20

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36:20

US GDP growth slowed sharply in Q1, marking the biggest drop since early 2022—and markets are feeling it. Stocks are under pressure ahead of key earnings from Microsoft and Meta after close today, while President Trump marks his 100th day back in office. Thomas Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to break down what the GDP miss means for markets, how investors should be thinking about Big Tech earnings, what he's focused on right now, and where he sees opportunity in the volatility. For more from Hedge Fund Telemetry, right this way: https://www.hedgefundtelemetry.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.Chapters: 00:00 - Introduction with Tom Thornton 00:45 - Tom’s Take on Today’s Market Action 03:00 - Earnings Season: Key Expectations and Surprises 06:10 - Bearish Sentiment in a Market with Upside Potential? 11:30 - Should Powell Cut Rates to Appease Political Pressure? 13:25 - What Risks Are on Tom’s Radar Right Now? 15:30 - Could We See 5% on the 10-Year Yield? 16:40 - Using DeMark Indicators to Time the Market 21:00 - Market Frustrations from Last Year Still Lingering? 23:20 - Gold and Bitcoin: Current Price Action Analysis 27:00 - Tom’s Current Positioning and What He’s Bullish On 32:00 - The U.S. Dollar: Trends and Implications 34:10 - Has "Sell in May and Go Away" Lost Its Edge? 35:20 - Leave Tom a Comment!…

Maggie Lake Talking Markets

1
Episode 45: Markets Still "Full of Dry Tinder". With Rudy Havenstein. 1:04:34

9 weeks 전1:04:34

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리스트

1:04:34

We’ve got something a little bit different for you this week on Talking Markets. It’s a special interview with Rudy Havenstein, market commentator and author of the Havenstein Moment Substack, who challenges conventional wisdom on macro, markets, and society at large. Up for discussion: why the US is still relatively strong, inflation’s true impact, the financialization of life, Rudy’s no-holds-barred take on policymakers including Janet Yellen, and more. Recorded April 23, 2025.Follow Rudy on Substack here: https://substack.com/@rudy 🔔 Hit that subscribe button and join the conversation in the comments.Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.Chapters: 00:00 - Introduction with Rudy Havenstein 01:51 - Trump, Volatility, and the New Market Chaos 04:11 - Why the U.S. Economy Is Still Stronger Than Europe 06:01 - Are We Witnessing the Start of a New Economic Regime? 07:04 - Changing the Status Quo: Painful but Necessary? 08:00 - Investors’ Unrealistic Expectations About Stocks 09:21 - Is a Recession Overdue for America? 10:17 - Why the CPI Doesn’t Reflect Real Inflation 12:31 - Tariffs, Reshoring, and the Future of U.S. Jobs 14:06 - Trump as a Symptom of America’s Deeper Problems 16:26 - Are Rising Interest Rates the New Long-Term Trend? 18:21 - Media Outrage, Political Theater, and Public Anger 20:12 - How Inflation Quietly Defaults on the Middle Class 24:21 - The Housing Crisis: Killing the American Dream 28:09 - How the Fed Fueled the Housing Bubble 30:00 - Gold, Bitcoin, and the Search for Safe Havens 33:07 - The Fed’s Mistakes: QE, ZIRP, and Asset Bubbles 36:21 - Why Inflation Hurts the Working Class the Most 40:08 - How Zero Rates Created Today's Financial Inequality…

Maggie Lake Talking Markets

1
Episode 44: Is The Consumer Sector Bottoming? With Mish Schneider. 35:24

9 weeks 전35:24

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리스트

35:24

Kicking off the week on Talking Markets, we've got MarketGauge.com Chief Strategist Mish Schneider joining Maggie Lake. They discuss the outlook for the consumer sector, key levels for the Russell 2000, transportation's struggles, and why $95,000 is now a critical level for Bitcoin. Also up for discussion: the dollar, commodities, and an update on Mish's vanity trade.For more on Mish's work: https://marketgauge.com/ & get Mish's free daily here: https://micheleschneider.substack.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.Timestamps: 00:00 - Introduction with Mish Schneider 00:45 - Mish’s Key Indicators and the Importance of the Gold-Silver Ratio 06:20 - Market Shifts: We’re Not Where We Were Weeks Ago 08:20 - How Resilient Is the Consumer Sector? 11:50 - Missed the Move in Gold? Why Silver Could Be Next 14:20 - Is Bitcoin Decoupling from Traditional Markets? 16:45 - What’s Happening in the Uranium Market? 20:00 - Energy Sector Trends and Opportunities 22:20 - LNG Developments and Investment Insights 23:30 - SunRun and the State of Solar Stocks 26:35 - Why You Shouldn’t Sit and Ride the Wave Down 29:00 - Long Opportunities in the Cannabis Sector and MSOS 32:15 - Mish’s International Investment Radar 33:55 - Closing Thoughts from Mish Schneider…

Maggie Lake Talking Markets

1
Episode 43: Will the US be a "Crypto Superpower"? With Jeff Dorman. 41:21

10 weeks 전41:21

나중에 재생

리스트

41:21

Now that crypto-friendly Paul Atkins has been sworn in as SEC chair, will we see the US become a "crypto superpower"? Joining Maggie Lake today on Talking Markets to give his take is Jeff Dorman, CIO of Arca. Also up for discussion: why there are still a lot of misconceptions around crypto, where innovation and change in the space is ACTUALLY coming from, and how it all fits in to the macro big picture.Follow Jeff on X here: https://x.com/jdorman81 Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

1
Episode 42: Will Trump Force Powell's Hand? With Ben Miller. 41:54

10 weeks 전41:54

나중에 재생

리스트

41:54

Today on Talking Markets, Fundrise CEO and co-founder Ben Miller joins Maggie Lake to break down the state of US real estate — and the growing pressure on the Fed. As the President publicly demands rate cuts, Ben discusses the real estate landscape, how Fundrise is positioning through this historic uncertainty, the impact of tariffs, and more.Find out more about Fundrise here: https://fundrise.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

1
Episode 41: Time to Get On Offense? With Erik Renander. 38:48

11 weeks 전38:48

나중에 재생

리스트

38:48

The NASDAQ "was a balloon looking for a pin," the US is a "heroin addict" withdrawing from cheap money, and tariffs will NOT create "the next Great Depression." Those are the thoughts of Erik Renander, former hedge fund PM and author of the YWR Substack, who joins Maggie Lake on Talking Markets today. He shares why he thinks now is the time to be focusing on opportunities not problems, and where exactly he sees plenty of 'em.Read Erik's work here: https://www.ywr.world/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

1
Episode 40: Don't Buy The Dip 'Til The Insiders Do. With Jesse Felder. 34:38

11 weeks 전34:38

나중에 재생

리스트

34:38

If the back and forth over the so-called tech exemption over the weekend showed us anything, it was that we are still dealing with a lot of uncertainty. Joining Maggie Lake today on Talking Markets to discuss is Jesse Felder, founder and editor of The Felder Report. Up for discussion: whether "BTFD" is over, the future for the "Fed put," and why you need to watch what insiders are buying and selling. Get more from Jesse here: https://thefelderreport.com Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

1
Episode 39: More Pain Ahead? With Jared Dillian. 32:19

12 weeks 전32:19

나중에 재생

리스트

32:19

Well, we made it through the week. On Talking Markets today, Maggie is joined by Jared Dillian, editor of The Daily Dirtnap and founder of Jared Dillian Money. They chat about the lower-then-expected CPI number and what it means for the dollar, whether there's more upside in gold, why Jared thinks the bond market is still "a mess," and what he sees next for the S&P. Side note: If you think some portfolio insurance might be a good idea, Jared has just released an Options Masterclass - you can get that here: https://www.jareddillianmoney.com/go/... Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.…

Maggie Lake Talking Markets

1
Episode 38: Is the US Stock Rout Over? With Tony Greer. 37:16

12 weeks 전37:16

나중에 재생

리스트

37:16

It was one for the history books. The trading day started with fears of a treasury market event, only to see that give way to a massive stock market rally, fueled by President Trump announcing a pause in tariffs for many countries. What happens next? Is the bottom in for stocks? Are treasuries on more solid footing? Veteran trader and editor of the Navigator Newsletter Tony Greer breaks down the day's action with Maggie Lake and talks about how to keep your head and money in this volatile environment. Follow Tony on the Macro Dirt Podcast here: @MacroDirtCast And subscribe to his work here: https://tgmacro.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *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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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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