Maggie Lake Talking Markets

While NVIDIA earnings will likely steal the spotlight, investors are also keeping a worried eye on bonds. George Goncalves, Head of US Macro Strategy at MUFG, joins Maggie Lake to discuss market sentiment in the wake of the chip giant's earnings. Will Nvidia earnings set the tone for the equity market for the rest of this year and is the Fed done lowering rates for now? Follow George on X here...

We’ve got a big week ahead, with NVIDIA earnings on Wednesday, the delayed jobs report for September on Thursday, and monthly industrial production and home sales. Joining us today to help make sense of it all is Peter Boockvar, CIO of Bleakley Financial Group and author of the Boock Report. He’ll be joining Maggie Lake to discuss what he’s seeing in the data, his latest thoughts on the AI trade,...

TradeGateHub Coach Dale Pinkert joins Maggie Lake today to talk about a volatile week that whipsawed investors right down to the wire. Up for discussion: tech stocks, that dollar/stock correlation Dale flagged last week, BTC under $100,000 again, and more. Follow TradeGateHub on YouTube here: ‪‪‪@TradeGateHub‬ Support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter:...

Vincent Deluard, Director of Global Macro at StoneX Group, joins Maggie Lake on Talking Markets to discuss the possibly approaching end of the government shutdown, the relief rally, what he's seeing in inflation, and what he thinks we might get when 6 weeks of missing economic data is finally caught up on. Also on deck: a catch-up on LatAm and China, and what's on Vincent's radar throu...

In a word Yes! The Dale Pinkert Talking Markets Residency continues, by (very) popular demand. The TradeGateHub Coach joins Maggie Lake today to talk about a week to forget for tech stocks, the increasingly louder drumbeat of layoff announcements even though we don't have official data, and what's next for Bitcoin as it slides under the level Coach said on October 24 that he could see it r...

Now that we're in November, we've entered what is traditionally the best 6 months of the year for the S&P, in terms of returns. To kick us off, we've got the one and only Tony Greer joining Maggie today for Talking Markets. The editor of The Morning Navigator chats about stocks, metals, commodities and more as we barrel towards year-end. PLUS, we'll be discussing what promises...

Happy Halloween, and welcome to another episode of TradeGateHub coach Dale Pinkert's Talking Markets residency (we will resist all Halloween puns). Stocks are rallying after strong earnings from Amazon and Apple, but cracks are showing elsewhere (see: BlackRock's private-credit arm caught up in a "breathtaking" fraud scandal). Maggie Lake will get Dale's take on all of this a...

Maggie is on the road at a Reuters conference in Detroit today. But it's Fed Day, so you better believe we have two excellent people stepping in to talk markets with us. Harry Melandri, senior advisor to Arque Advisors and author of the Respice Finem Substack, is hosting David Rosenberg, founder and president of Rosenberg Research. They'll be discussing the aftermath of the Fed's annou...

Kicking off the week with us on Talking Markets is Tommy Thornton, founder of Hedge Fund Telemetry. With markets hitting new highs and headlines touting “constructive” US–China trade talks, optimism is everywhere... but sentiment may be running too hot. Tommy joins Maggie Lake to explain why his Daily Sentiment Index shows the S&P back near extreme bullish levels, even as the CNN Fear & Gr...

We made it, gang. It's Friday, which means it's Dale Pinkert Residency time. The TradeGateHub coach joins Maggie Lake to helps us make sense of the week, which wraps up today with a softer-than-expected CPI print (3.0% year-over-year versus 3.1% forecast). Meanwhile, stocks are finishing the week strong after a shaky midweek session, oil is rising on new Trump-era sanctions against two maj...

On today’s Talking Markets, Maggie Lake is joined by Crypto is Macro Now author Noelle Acheson. Up for discussion: why the gold correction is good for crypto and what it means for "the debasement trade." Also on deck: Tesla reporting earnings after market close, a bullish earnings season so far (unless you're Netflix), and more. Connect with Noelle on Substack: https://www.cryptoisma...

For the first time on Talking Markets, Maggie Lake welcomes Dean Christians, founder and lead strategist at Turning Point Market Research. They dig into what’s really happening beneath the surface of the market, especially in the financial sector. Are banks giving an early warning signs that trouble is brewing? With nearly a fifth of the S&P 500 reporting this week, defensive sectors starting...

With fears intensifying about credit after the collapse First Brands and Tricolor, is Jamie Dimon right when he says there's never just one cockroach? After warning us last week about widening credit spreads, TradeGateHub Coach Dale Pinkert returns to Talking Markets to discuss where we are now. He'll also be updating us on stocks, metals, and more. Iiiiiiit's Coach Dale Friday....!Fol...

Katie Stockton CMT, the founder and managing partner at Fairlead Strategies and PM of the TACK ETF, returns to Talking Markets on what could have been a "Black Monday" but (so far) isn't. With President Trump signaling a retreat from the 100% tariffs on China threat, stocks rose today while gold went up again and silver went on a tear. What next? Katie will be joining Maggie Lake to...

It's Friday, which means TradeGateHub Coach Dale Pinkert joins Maggie Lake for his Talking Markets Residency. It's been a wild week for gold, hitting new highs before reversing sharply. What is this, some kind of meme stock?! Dale will share his latest analysis on metals, as well as bonds, stocks (inc. Mag 7) and more. It's a great day to have Coach with us... Join TradeGateHub here: h...

The S&P 500 may look expensive, but is there still value to be found? Jim Paulsen, economist and author of the Paulsen Perspectives Substack, pulls up a chair with Maggie Lake on Talking Markets to discuss how he sees the headline index hiding a split reality: new-era tech and communications stocks driving valuations to extremes, while much of the broader market still trades at reasonable leve...

It's Friday, which means TradeGateHub Coach Dale Pinkert joins Maggie Lake for his Talking Markets Residency. Due to the government shutdown, we won't be getting non-farm payrolls data today, a ticking clock perhaps made louder by the next Fed meeting at the end of the month. Dale and Maggie discuss his outlook for October, the signals he is picking up from the VIX and why rates might be h...

Joining Maggie Lake on Talking Markets today is Peter Boockvar, CIO of Bleakley Financial Group and author of the Boock Report. Where do we even start? Maybe with the government shutdown impact... or the September Horribilis for private sector jobs... or the new slew of tariffs. We'll be getting into all of the above, and of course, we'll be taking your questions, too. For more from Peter,...

Josh Young, CIO of Bison Interests and a contrarian value investor, joins Maggie Lake for his Talking Markets debut, to lay out the bull case for oil at a time when many are skeptical. They dig into the geopolitical backdrop, supply-and-demand dynamics, and why capital outflows have left some small-cap oil and gas names looking cheap. Plus, with gold hitting fresh highs again today (evergreen sent...

After warning last Friday that markets were looking vulnerable, TradeGateHub Coach Dale Pinkert returns to Talking Markets today after stocks posted several down days in a row. With core PCE inflation rising as expected, is the Fed on track for another cut in October? Dale pulls up a chair with Maggie Lake to chat about bonds, currencies, metals, and more, plus what traders should watch heading in...

Maggie Lake is on the road today, but we've got an epic conversation for you: Andy Constan, CEO & CIO of Damped Spring Advisors, pulls up a chair to chat with Harry Melandri, senior advisor to MI2 Partners, Arque Advisors, and author of the Respice Finem Substack. We expect you might need your notebook for this one... Join us on Substack: https://themarkethouse.substack.com Connect with us...

Vincent Deluard, Director of Global Macro Strategy at StoneX, pulls up a chair to chat with Maggie Lake about the bull case for China and Brazil, and the bear case for India and Poland. They also discuss gold's record high, and what to expect from Friday's PCE data, and Vincent updates us on his dollar stance, what's happening in Europe, and what Western society's "addiction t...

It’s Friiiiiday, which means TradeGateHub coach Dale Pinkert is back for his Talking Markets residency with Maggie Lake. This week, thy discuss the impact of the Fed’s 25bps cut, and what it means for traders going into the weekend. Dale also digs into his energy bull case, the potential for 4k Ethereum at, and where he sees opportunity in metals. Plus: thoughts on Nvidia’s AI bet on Intel and wha...

It’s Fed day, and to the surprise of almost no one, the Fed just announced a 25bps rate cut and signaled that more are in the mail before year end. Darius Dale, founder and CEO of 42 Macro, joins Maggie Lake to break down today’s decision, what it means for stocks, bonds, gold, and the dollar. They also cover what the move could signal for policy in the months ahead, how traders are positioned, an...

Welcome back to Talking Markets, where we kick off the week with Jared Dillian, editor of The Daily Dirtnap and founder of Jared Dillian Money. It's Fed week, and with everyone expecting rate cuts, could 'only' 25bps actually be hawkish? That's what Maggie Lake will be chatting to Jared about, as well as stocks not caring about deteriorating data, gold's biggest annual rally si...