Maggie Lake Talking Markets

Kicking off the week on Talking Markets is Tommy Thornton, founder of Hedge Fund Telemetry. As markets started February positively after a wild week last week, Tom joins Maggie to discuss his outlook for tech, update us on his long and short positions for 2026, and share what he sees next for Bitcoin, the S&P, and more. Follow Tommy on Substack: https://hedgefundtelemetry.substack.com/ Connect...

It's Talking Markets with Coach time...! Dale Pinkert joins Maggie Lake today to discuss the dizzying moves in metals, what he's keeping an eye on in agriculture, and where the Mag 7 is after he signaled a "major breakdown" last week. Oh, and we'll be asking him about energy, TLT, currencies, and more. Never a dull moment...Follow TradeGateHub on YouTube here: ‪ ‪@TradeGateHu...

Who better to join us on the most important Fed Day since the last Fed Day than Peter Boockvar, CIO of One Point BFG Wealth Partners and author of The Boock Report? Peter joins Maggie Lake to break down the Fed's decision to hold interest rates steady, and its market consequences, as well as his outlook for the AI trade, the dollar, bonds, the international trade, and more. For more from Peter...

The green chicken himself, Doomberg, joins Maggie Lake on Talking Markets as energy and metals assert themselves even more. Natural gas futures have doubled in just a week, gold miner stocks are rallying, and both gold and silver remain firm as investors reassess risk. Maggie and Doomie also look at how these moves sit alongside upcoming tech earnings and what they may be signaling about inflation...

What a week.... Thankfully we've made it to Friday, which means Talking Markets with Coach. Dale Pinkert joins Maggie Lake today to talk the breakdown in tech, what he's seeing in energy markets, and the dollar. We'll also be catching up on today's market action, his precious (and other) metals outlook, and the individual stocks on his radar right now. If you trade or follow FX, co...

Kevin Muir, author of The Macro Tourist, joins Maggie Lake on Talking Markets today to walk through what he’s seeing beneath the surface of today’s markets. He explains why he thinks the silver top may already be in, why energy (especially Canadian energy) looks compelling, and why he thinks the great rotation away from Mag7 is well underway. They also dig into the risk few seem focused on: the si...

It's Friday, which means Talking Markets with Coach. Dale Pinkert joins Maggie Lake to talk dollar/yen, WTI, and nat gas, as well as dig into the market action today, the outlook for copper, and what he's seeing in tech, precious metals, and more. As ever, Dale Fridays are episodes you don't want to miss... If you trade or follow FX, commodities, energy, or equities, Dale Fridays are e...

Oh look, more historic highs in metals... Gold, silver, and industrials are all surging in a world increasingly defined by inflation risk, currency debasement, and geopolitical heat. The Morning Navigator himself, Tony Greer, joins Maggie Lake on Talking Markets to unpack what’s driving the metals move, what that means for commodities, and what his thoughts are on bank earnings, the latest economi...

Kicking off the week on Talking Markets, Maggie Lake is joined by Corvin Codirla, an investment banking and hedge fund veteran who now teaches quant trading and runs a trading group: Quant Trading with Python. Maggie and Corvin chat about stress-testing portfolios, the probe of Fed Chair Jay Powell, common mistakes he sees traders make in this environment, and more. You can find Corvin on X @Corvi...

With a US non-farm payroll number data coming off the presses and White House directives dominating the news cycle, it's a perfect day to start Dale Pinkert's 2026 Talking Markets Residency. Maggie Lake chats with the TradeGateHub Coach about the headlines and what's behind the headlines, as well as his take on oil, currencies, metals, TLT, tech, Bitcoin, and more. You can now chat wit...

Vincent Deluard, Director of Global Macro at StoneX Group, joins Maggie Lake on Talking Markets today to discuss the impact of the Venezuela strikes on the LatAm markets, why he thinks the debasement trade has only just begun, why he thinks China’s stock rally may still have room to run, and what’s on his radar for Q1 2026 and beyond. Follow Vincent on X: https://x.com/VincentDeluard Join us on Su...

Welcome back to Talking Markets, where we kick off the year with Jared Dillian, editor of The Daily Dirtnap and founder of Jared Dillian Money. Anyone hoping for a quiet start to 2026 will be disappointed with the US strikes in Venezuela and capturing of Maduro dominating the narrative and the markets. Maggie Lake talks to Jared about the market fallout, what he likes here, and why he thinks peopl...

On the final episode of Talking Markets for 2025, Maggie Lake is joined by Thomas “Tommy” Thornton, Founder of Hedge Fund Telemetry, to break down where he sees the best long and short opportunities heading into the new year. Known for his highly tactical approach, Tommy explains how he’s positioning on both the long and short side as markets transition into 2026. He shares his outlook for bonds,...

Gold and silver have been on a record run this year, notching up their best performance in 35 years! Can it continue? TradeGATEHub coach Dale Pinkert returns this Friday to talk about his outlook for precious metals. He also talks to Maggie about the AI trade, which is trying to rebound, and where he sees the U.S. dollar trading after a week of central bank decisions including a rate hike by the B...

The Fed cut rates last week, but it hasn't done much to help stocks or bonds. Harry Melandri, senior advisor to MI2 Partners joins Maggie Lake to discuss what is dragging on markets, including the decline in Oracle. Harry sees trouble brewing in private credit which may only be exacerbated by changes coming in banking rules. Harry brings his deep knowledge of central bank operations (he starte...

This week we'll get more information about the U.S. economy as the government releases November's payroll data and retails sales. Marketgauge.com's chief strategist, Mish Schneider joins Maggie Lake with an update on her Modern Economic Family indicator, which shows some signs of improvement. So where are the best opportunities? Mish previews some of her investment themes for 2026 and...

Veteran trader Dale Pinkert joins Maggie Lake on this episode of Talking Markets to break down the major macro forces moving markets right now. Dale discusses the sell-off in tech stocks and shares his outlook for bonds following the FOMC meeting. They also dive into Dale’s outlook on the U.S. dollar and silver which has been on a record run. As always Dale is willing to challenge consensus. Follo...

On this episode of Talking Markets, Maggie Lake is joined by Noelle Acheson, author of the Crypto Is Macro Substack, for a deep dive December's FOMC decision. The central bank approved a quarter point rate cut, as expected, but it was was the balance sheet changes that lit a fire under risk assets. Can it continue? Noelle unpacks what the Fed may be signaling for 2026 rate policy, and how shif...

On this episode of Talking Markets, Maggie Lake sits down with Brent Donnelly, President of Spectra Markets, for an in-depth conversation on the U.S. dollar and its powerful influence on global asset prices. Brent breaks down how USD strength and weakness impact currency trades, what traders should watch across FX markets, and how shifting Federal Reserve policy could shape market volatility. With...

Energy has been the laggard of the everything rally - is that about to change? Dale Pinkert, Trading Coach as TradeGate Hub joins Maggie Lake for his Friday residency to talk about a breakout that may be forming in WTI. Dale also discusses the rally in natural gas and his view on Treasuries ahead of next week's Federal Reserve policy meeting. Based on the music selection he's been sharing...

Weak US jobs data and renewed concerns around AI spending created some headwinds for investors, but US stocks pulled out a rally anyway. Aahan Menon, founder of Prometheus Research, joins Maggie Lake on Talking Markets to discuss the outlook for the S&P as we head into year-end. They'll also talk inflation expectations as the Federal Reserve prepares to gather for its last meeting of 2025...

Investors kicked off December on a jittery note with tech stocks and crypto under early pressure. Can the bulls pull out a year-end Santa rally? Tony Greer, Editor of the Navigator, joins Maggie Lake to talk about the outlook for U.S stocks, what NVDA and BTC are signalling, why the retail trade may be underestimated, and what it means now that silver has broken out to new all-time highs. Tony als...

U.S. Treasury yields dipped lower as investors wait for some key readings on the US economy. Are consumers tapped out and stressed out by higher prices? Jeremy Schwartz, the global chief investment officer at Wisdom Tree, joins Maggie Lake to discuss the health of the US economy and outlook for the Fed meeting next week. Jeremy also talks about whether the enthusiasm around Google's Gemini 3 c...

Welcome to this special episode of Major Notes, a new show that premiered on The Market House Substack this Fall. In each conversation, we talk to our guests about 5 major notes or events that helped define them: a note of Luck, of Risk, of Failure, of Regret, and of Joy. In this episode, Maggie Lake had the chance to sit down with Cem Karsan, Founder of Kai Wealth. Funny, wise and at times gut-wr...

It's been a challenging week for equity investors. Nvidia reported strong earnings but it wasn't enough to fend off the bears. Dale Pinkert, Trading Coach at TradeGate Hub is back for his Friday Market House residency to talk about how investors can navigate this volatility. Dale has been warning that technology stocks looked vulnerable. He talks to Maggie Lake about where he thinks the se...