Maggie Lake Talking Markets

A blue wave in the midterm elections sent stocks soaring today, while oil and bond yields fell. Perfect day to have Coach Dale Pinkert in The Market House (isn't it always?) He joins Maggie Lake to break down the market reaction, and share what he's seeing in the charts across stocks, bonds, ags, and more. Join us on Substack: https://themarkethouse.substack.com Connect with us on Twitter:...

After a bruising October for tech stocks, is the damage already done? Maggie Lake is joined by Katie Stockton of Fairlead Strategies to discuss the market's technical outlook, the rotation away from big tech, and potential opportunities in pharmaceuticals and bank stocks. Plus, Apple earnings after the bell, tomorrow's midterm elections, and Friday's jobs report. What should investors...

It's Fed Day, and more importantly(!) it's Dale Pinkert Wednesday. The TradeGateHub coach joins Maggie Lake to discuss the immediate market reaction to the Fed holding rates and Kevin Warsh's comments. Also up for discussion: silver getting closer to Dale's buy point, KRE in trouble, and what Dale's seeing across the map in stocks, commodities, and more. Join us on Substack: ht...

Yes there is trouble ahead! We'll get to that in a moment. First, a big thanks for listening. If you find these conversations valuable please take a minute to leave a comment or subscribe. I spend most of my time on Substack and have been debating whether it is worth it to post to other podcast platforms. If there is enough response I will continue! Okay, now for Kevin....Tech stocks rallied t...

TG Macro founder and Sailor's Edge editor Tony Greer joins Maggie Lake on Talking Markets to break down the rollercoaster markets. Greer walks through why he thinks semiconductors topped back in June (right around the SpaceX IPO) and haven't made a new high since, why he's betting the upcoming Anthropic IPO becomes a "sell the fact" event that finally lets the air out of what...

Stocks are under pressure and Treasury yields are surging today after September inflation came in hotter than expected. The Nasdaq is taking the biggest hit, while traders are now pricing in a much greater chance of an October Fed rate hike. Maggie Lake is joined by TradeGateHub Coach Dale Pinkert to dig into the market reaction, what rising yields mean for equities, and where the charts suggest s...

Maggie Lake is joined by Peter Boockvar, Chief Investment Officer of One Point BFG Wealth Partners and Editor of The Boock Report on Substack, to discuss the game of chicken he says is being played between big-cap tech stocks and rising global interest rates, as oil prices climb, chip stocks come under pressure, and investors continue pouring money into US equities. For more from Peter, join him o...

Treasury yields are pushing to their highest levels in more than two decades, with the 10-year hitting 5.35% as oil climbs back above $100. But could yields be getting ready to reverse. Maggie Lake is joined by TradeGateHub Coach Dale Pinkert to break down what he’s seeing in bonds, the technical signals he’s watching across equities, bonds, metals, commodities and more,, and where the next opport...

MarketGauge.com Chief Strategist Mish Schneider joins Maggie Lake to break down the key levels she's watching in markets amidst higher rates, all eyes on tech leadership, and concerns about breadth. She'll also be updating us on what's going on in her Economic Modern Family (watch out for XRT!) and the Vanity Trade Connect with us on Twitter: https://x.com/the_markethouse Connect with...

Softer-than-expected inflation sent the dollar lower and gold higher today. At the same time, US GDP growth for Q2 was revised sharply higher to 2.2%. So what do you do with an economy that looks stronger than expected while inflation appears to be cooling? Maggie Lake sits down with TradeGateHub Coach Dale Pinkert to make sense of the signals and what they mean for the dollar, gold, yields, and t...

With the bond market dominating the headlines, it's the perfect time to welcome David Rosenberg, founder of Rosenberg Research, back to Talking Markets. Rosie joins Maggie Lake to discuss why he thinks a "big surprise" is coming the Fed's way, why AI is not bigger than the business cycle, what the bond market is telling us, and more. He'll also discuss his new book, The Bear...

The 10-year Treasury yield is back at levels last seen in 2007, putting fresh pressure on markets at an already uneasy moment. TradeGateHub Coach Dale Pinkert joins Maggie Lake on Talking Markets to explain why he’s bearish on banks, what the charts are telling him now, and where he thinks the next major moves could come from. If yields keep pushing higher, investors may need to rethink some of th...

Tom Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake on Talking Markets to break down what his sentiment and technical indicators are telling him about markets right now. Tom digs into narrow market breadth, the 10-year yield hovering around 5%, oil’s role as a key macro pressure point, and the growing divide between AI demand and the enormous cost of financing it. Plus: what he’s seei...

Vincent Deluard, Director of Global Macro at StoneX Group, joins Maggie Lake on Talking Markets today to discuss action in his "three horsemen" (oil, the yen, 10-year), stagflation, a possible rate hike and whether the market's ready for it, and today's tech sell-off. He also discusses the rising risk for a crisis in Europe. Follow Vincent on X: https://x.com/VincentDeluard Join...

We’re back! Talking Markets returns after summer break, and with oil hitting $100 for the first time since July, it’s pretty good timing... To kick us off, TradeGateHub Coach Dale Pinkert joins Maggie Lake to discuss the market action today, his outlook for oil, and what he’s seeing in MAGS. He’ll also be sharing updates on the ags trade, metals, bonds, and more. Pull up a chair... Follow TradeGat...

TG's back! After a volatile July for markets, TG Macro founder Tony Greer joins Maggie Lake on Talking Markets to break down WTF is happening—and what investors may be missing. From shifting market leadership and inflation to sentiment, positioning, and the macro outlook, Tony brings his usual sharp takes (and probably a table-bump or two) to The Market House.💡After a stellar first year, TG M...

It's Fed Day! TradeGateHub Coach Dale Pinkert joins Maggie Lake on Talking Markets to break down the market volatility, with the stocks falling sharply, oil jumping again after Iran attacked US forces in Jordan, and Meta reports earnings after market close. Dale shares key technical levels and actionable charts to help position your portfolio. Follow TradeGateHub on YouTube here: ‪‪ ‪@TradeGat...

As tech stocks pull back and energy markets swing, is the market entering a new phase of elevated volatility? We're thrilled to welcome back MarketGauge’s Mish Schneider to Talking Markets, who joins Maggie Lake to break down the key signals investors need to watch: from commodity ripple effects and small-cap stress to gold and Treasuries, and shares actionable strategies for managing risk as...

Gold is up 4% in five days, approaching the critical $4,200 level TradeGateHub coach Dale Pinkert flagged as necessary to confirm a market bottom. In this episode of Talking Markets, Dale joins Maggie Lake to break down whether gold is finally waking up, alongside key technical levels and actionable outlooks across agricultural commodities, tech stocks, the Mag 7, the S&P 500, and the bond mar...

The 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...

* 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 Disco...

As 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 p...

We'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...

It'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...

As 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...