Maggie Lake Talking Markets

TradeGateHub coach Dale Pinkert returns for Week 2 of his Talking Markets residency with Maggie Lake. After stocks closed at record highs on Thursday, markets took a breath today. Maggie and Dale dig into what the latest University of Michigan sentiment survey is telling us, how the bond market is reacting, and what we can expect from the Fed next week. Dale also revisits last week’s themes — from...

Hoo boy, how about those stocks? Tony Greer, editor of The Morning Navigator, pulls up a chair with Maggie Lake to break down a busy day in the markets. Oracle’s blowout AI-fueled rally helped the S&P to new highs, while PPI came in lower than expected. Up for discussion: Tony's take on home construction, gold, crypto, bonds, and more - and why he thinks market sentiment means there's...

Stocks are up, yields are down, and the yen is falling fast after the surprise resignation of Japan’s prime minister. But Tommy Thornton, founder of Hedge Fund Telemetry, is cautious. In this episode of Talking Markets, Tommy joins Maggie Lake to explain why he’s not chasing gold and silver here, which commodities he likes, and what he wouldn't touch. Plus: his latest read on rates, the Mag 7,...

Welcome back to Talking Markets: the Dale Pinkert residency edition... Every Friday in September, the TradeGateHub coach and trader extraordinaire will join Maggie Lake to share his market outlook and weigh in on the events of the week. This week, Dale weighs in on a shockingly weak jobs report — just 22,000 jobs added vs. 75,000 expected — and what it means for the Fed’s September rate decision....

We're kicking off September at Talking Markets with the one and only Julian Brigden, co-founder of MI2 Partners and creator of MacroCapture. Julian will be pulling up a chair to chat with Maggie Lake about his fears for tech stocks, the AI "bubble," his thoughts on US exceptionalism, the telegraphed rate cuts, why people are ignoring strong hard asset performance, and more (lots more...

Mish Schneider of MarketGauge returns to Talking Markets to break down why she thinks key areas of the market may be bottoming, and what she’s watching next. From XLE and natural gas to uranium and solar, Mish chats to Maggie Lake about the technical levels that matter now, and where she’s seeing low-risk opportunities. She also weighs in on gold, silver, small caps, the stocks she's watching...

After a rough end to the week last week, stocks are recovering today - was last Friday just a blip? Joining Maggie Lake to discuss is the one and only Dale Pinkert, TradeGateHub coach and trader extraordinaire. He'll be updating us on precious metals, the dollar, TLT, and oil, as well as a sector that could be ready to break out. Join TradeGateHub for free here: https://tradegatehub.com/ Don&#...

The US economy grew at 3% in Q2, beating expectations and strongly helped by the US consumer. Meanwhile, all eyes are on the Fed, as well as Microsoft and Meta earnings. Joining Maggie Lake today is our favorite squirrel and great friend of the show, Rupert "Blind Squirrel" Mitchell. Maggie and Rupert discuss the market movers of the day in this relentlessly busy week, as well as why the...

The US-EU tariff deal over the weekend saw stocks rise today, while the US dollar rose against the euro. Joining Maggie Lake today on Talking Markets to discuss the market impact is Noelle Acheson, author of Crypto is Macro Now. Also up for discussion: why Noelle sees potential market regime change in both crypto (is alt season finally here?) and traditional markets (tariff relief but what does th...

Markets rallied today on a US–Japan trade deal, but according to Darius Dale, the bigger story is what’s happening at the Fed. In this episode, the 42 Macro founder lays out why he believes we’re in a true regime change moment, and how investors should position for what’s next. Maggie and Darius discuss 42 Macro's KISS model, what metrics matter right now, and Darius' take on stocks, gold,...

Joining Maggie Lake on Talking Markets today is Peter Boockvar, CIO of Bleakley Financial Group and author of the Boock Report. With Europe and the US seemingly barreling towards a trade war, a busy earnings week ahead (including Alphabet and Tesla), and a far right election surge in Japan, there's lots to talk about. And of course, we'll be taking your questions, too. For more from Peter,...

Joining us today on Talking Markets for the first time is Bob Elliott, CIO of Unlimited Funds and PM of $HFGM & $HFND. Bob thinks the second half of 2025 is going to be a "season of disappointment" due to a combination of high expectations, softening growth, and a Fed on hold. We'll be discussing how he's playing it, what would change his mind, and his thoughts on the coming...

Vincent Deluard returns to Talking Markets with a bold thesis: Asia is experiencing a "reverse currency crisis," one that could challenge the US dollar’s dominance and reset how global capital flows. The Director of Global Macro Strategy at StoneX explains why the forces behind the 1997 meltdown have flipped, and what it means for currencies, commodities, and geopolitics. Up for discussi...

Kevin Muir, author of The Macro Tourist, joins Maggie Lake on Talking Markets as we enter a critical week for reaching trade deals. With tariffs meant to come into effect for a bunch of countries starting Wednesday, and threats of a new 10% tariff on all countries aligning with BRICs, might we see some ongoing volatility this week? Kevin breaks down what it all means for the dollar, how to read th...

The Morning Navigator's Tony Greer is back, and he's bullish - bullish on stocks anyway, not so much gold. He joins Maggie Lake on Talking Markets today to discuss why he thinks we're in a risk-on environment, why everyone is UNDERinvested in the US, thoughts on the progress of the "big, beautiful bill," and more. Follow Tony on the Macro Dirt Podcast here: ‪‪@MacroDirtCast‬...

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 gol...

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...

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 conse...

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 wh...

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 im...

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 h...

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,” t...

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...

"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...

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 exper...