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PODCAST

Maggie Lake Talking Markets

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.

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All Episodes

00:41:43

Episode 34: The Coming Huge Rotation. With Cem Karsan

Maggie Lake Talking Markets ·

2024/11/11

Maggie Lake sat down with Cem Karsan, Founder of Kai Volatility, to get his take on the Trump rally that has seen stocks, crypto and the US dollar all skyrocket. Cem draws on his deep knowledge of the options markets to explain why this is about so much more than one candidate, the big changes that populism will bring and areas where investors can look for opportunity amid the volatility. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me

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00:49:20

Episode 33: Refinancing Crisis Coming? With Michael...

Maggie Lake Talking Markets ·

2024/11/11

Michael Howell, managing director of Cross Border Capital, joins Maggie Lake to discuss the liquidity landscape, the US' debt problem, and why inflation remains a major threat. He shares how the Fed and Treasury are manipulating bond yields, explains the return of a different kind of bond vigilante, warns of the risks of rising bond market volatility, and discusses why China's economic stimulus may not be the silver bullet many hope for. A must-watch for anyone concerned about the future of global

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00:46:58

Episode 32: The Impact of Trump 2.0 - With Julian...

Maggie Lake Talking Markets ·

2024/11/09

Animal spirits were released in a week which saw Donald Trump win the US election and the Fed deliver another rate cut. Maggie Lake sat down with Julian Brigden, Head of Research at Macro Intelligence 2 Partners, to discuss whether the knee-jerk rally in risk assets can continue. Julian also talks about the economic impact of Trump 2.0, the risks posed by inflation and why American exceptionalism may be at risk. You can find more of Julian's work here: https://mi2partners.com/ Don't miss out on

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00:31:40

Episode 31: Trading the Election Aftermath. With Tony...

Maggie Lake Talking Markets ·

2024/11/06

US stocks, the dollar, and crypto all rallied in the wake of Donald Trump's decisive win, but what happens from here? Maggie Lake sat down with Tony Greer, Editor of The Morning Navigator newsletter to talk about which Trump trades investors should ride higher and which to fade. They also discussed the outlook for commodities and whether the jump in bond yields signals trouble ahead. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on

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01:05:31

Episode 30: Why Is There So Much Political Anger?...

Maggie Lake Talking Markets ·

2024/11/05

Trust has evaporated, people are angry and Dee Smith the CEO and Founder of Strategic Insight Group argues this is about something much bigger than the US election. In this conversation Dee, who has spent decades advising companies and governments on risk, warns of a world that is at a dangerous tipping point. This conversation is non-partisan, terrifying at times, but also hopeful. What should a new system look like? Don't miss out on future episodes - get on the list here:

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00:39:53

Episode 29: How to Ride the Metal Rally. With Rick Rule

Maggie Lake Talking Markets ·

2024/11/04

Rick Rule thinks precious metals and natural resources stocks are poised for a decade long rally, but the road higher will be full of twists and turns. Maggie Lake sat down with the CEO and Founder of Rule Investment Media, a long time gold bull, to talk about the speed and pace of the rally. He also discusses the earnings outlook for miners, the crowded trade in uranium and the trade that is so cheap, "....it's a felony." Don't miss out on future episodes - get on the list here:

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00:39:37

Episode 28: The Bull Case For US Stocks. With Ed Yardeni

Maggie Lake Talking Markets ·

2024/11/04

Ed Yardeni, president of Yardeni Research, sees a bright future for the US economy and stock market - though with a few rain clouds along the way. In conversation with Maggie Lake, he explains why he thinks inflation fears are overblown, how China's recession is benefiting the US, and why productivity gains are driving a new economic boom. Yardeni also discusses the return of the bond vigilantes, his concerns about fiscal policy, and why he expects the S&P 500 to hit 8,000 by 2030. So, is it

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00:43:22

Episode 27: Recession Is Coming. With Jeff Snider

Maggie Lake Talking Markets ·

2024/11/01

US non-farm payrolls came in much weaker than expected and that's not the only sign of trouble for the US economy. Maggie Lake sat down with Jeff Snider, host of The Eurodollar University, who believes the US economy is already sliding into recession. For confirmation Jeff says look no further than the short-end of the bond market which signals more rate cuts to come. Jeff also takes on the critics who say he is a permabear that has missed most of the stock rally. Get access to Jeff's Chats Here:

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00:40:50

Episode 26: Bracing for Election Impact. With Jacob...

Maggie Lake Talking Markets ·

2024/10/30

"Be prepared for a populist, protectionist, America first ideologue, no matter who wins the election." Jacob Shapiro, Head of Geopolitical and Macro at The Bespoke Group, sat down with Maggie Lake on October 30th to discuss the global implications of the upcoming election. As always, Jacob has his eye trained where others aren't. Most interesting were his takes on the power vacuums a more insular US will create and the investment opportunities they present for investors. Don't miss out on future

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00:43:47

Episode 25: A crisis of confidence in the Fed? With...

Maggie Lake Talking Markets ·

2024/10/28

Are bond investors losing faith in the Fed? Maggie Lake sat down with Michael Kao, CEO of Akanthos Capital Management, who thinks the recent run up in bond yields is a sign investors are worried about inflation and think the Fed is making a mistake by cutting interest rates. Michael also weighed in on the election, oil prices why investors should beware of the underappreciated risks around gold and Bitcoin. Don't miss out on future episodes - get on the list here:

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00:30:40

Episode 24: Is There A Safe Haven For Your Money?...

Maggie Lake Talking Markets ·

2024/10/26

With a tightly contested US presidential election just over a week away and geopolitical tensions high investors are understandably looking for ways to protect their money, but what asset class provides that? Maggie Lake sat down with Noelle Acheson, author of the Crypto is Macro Now substack newsletter, to talk about why gold and Bitcoin may be better safe havens than bonds right now. They also look at the latest effort by BRICS countries to replace the US dollar as the world's dominant currency

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00:36:49

Episode 23: Is A Bond Revolt Coming? With Thomas...

Maggie Lake Talking Markets ·

2024/10/23

US stocks have been selling off as investors nervously watch treasury yields march higher. What is the bond market afraid of? Maggie Lake sat down with Tommy Thornton, Founder of Hedge Fund Telemetry to discuss the volatility in bonds. Tommy thinks investors are nervous about the election, nervous about inflation and think the Fed was wrong to cut rates aggressively in September. He is worried a bond revolt could send yields higher and stocks lower. When market veterans like Tommy get nervous, we

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01:06:46

Episode 22: Throwing in the towel on bonds? With...

Maggie Lake Talking Markets ·

2024/10/23

David Rosenberg, Founder of Rosenberg Research, is a well known bond bull, but the upcoming US election and massive fiscal spending have him nervous. Maggie Lake sat down for this extended conversation with David who talks about what he got wrong in the last year, what he is worried about looking ahead to 2025 and why he thinks retirees are way too over-exposed to equities. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter:

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00:44:05

Episode 21: Time to hedge a blue sweep? With Kevin Muir

Maggie Lake Talking Markets ·

2024/10/21

You don't want to trade the election, but you might want to take out a little insurance, especially if you are counting on a Trump win. Maggie Lake sat down with Kevin Muir, author of the Macro Tourist newsletter to talk about the risks around the US election and why investors should beware group think. He also lays out his bear case for bonds, bull case for gold and some unexpected opportunities for investors who are nimble. Don't miss out on future episodes - get on the list here:

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00:51:13

Episode 20: Will Natural Gas Fuel the AI Arms Race?...

Maggie Lake Talking Markets ·

2024/10/21

The massive amounts of energy needed to fuel the growth of artificial intelligence is about to fundamentally reshape global energy markets. Maggie Lake sits down with Doomberg, author of the widely followed energy Substack to talk about his views on oil, natural gas, geopolitical tensions, and China's supply chain dominance. Don't let the humorous green chicken avatar fool you, Doomberg lays down some seriously bold forecasts including the end of the OPEC cartel, the demise of the European Union,

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00:34:22

Episode 19: Is The Trump Trade Gathering Steam? With...

Maggie Lake Talking Markets ·

2024/10/19

US stocks notched up their sixth straight week of gains and some believe investors are starting to position for a Trump victory in the election. Maggie Lake sat down with Mish Schneider, Chief Strategist at MarketGauge.com who warned that may not be a straight forward bet. Mish gave her outlook for yields, fielded live questions on a range of different assets including gold and silver and talked about one of her favorite themes, the consumer vanity trade. She also threw in a few "dumpster dives" for

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00:34:12

Episode 18: Is it time to take profits in tech? With...

Maggie Lake Talking Markets ·

2024/10/14

US stocks finished at record highs again, but is there danger lurking ahead? Maggie Lake sits down with community favorite Dale Pinkert, trading coach at TradeGateHub, to talk about the sustainability of this bull market. Dale taps into his years of experience and mastery of charts to look at which markets are vulnerable and which might power ahead in a time of political uncertainty. Spoiler alert, cash is looking pretty attractive medium term. Don't miss out on future episodes - get on the list

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00:37:47

Episode 17: You Should Always Be Long The Market....

Maggie Lake Talking Markets ·

2024/10/11

Andy Constan, CEO and CIO of Damped Spring Advisors spent years honing his investment skills at some of the world's most prestigious firms (Bridgewater, Brevan Howard) so when he talks, we listen. Maggie sat down with Andy to get his take on the US economy (strong) the direction of interest rates (higher) and where he sees the best opportunities right now. He also gave some sage advice about how to think about your long term investment strategy. *We know you get this, but gotta say it anyway - this

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00:56:41

Episode 16: Stories from the Floor - The Wild Heyday...

Maggie Lake Talking Markets ·

2024/10/10

Lance Harvey and Kevin Cook both worked at the New York Stock Exchange in what many people consider its heyday - the 90s. In this episode, Maggie (who reported from the exchange early in her career) chats with them about their careers, what they learned, their mistakes, the life lessons the floor taught them, why it was the “ultimate evolutionary sink or swim,” and a lot more. If trading war stories are your thing, or Wall Street is your favorite movie, this is for you. It’s a cozy sit down with

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00:36:56

Episode 15: Are AI stocks in a bubble ? With Joe Zhao

Maggie Lake Talking Markets ·

2024/10/09

The gains in stocks like NVDA have been eye-watering, prompting many to ask if A-I is a bubble that is getting ready to burst. Maggie Lake put that question to Joe Zhao, Managing Partner at the tech-focused investment firm Millenia Capital whose portfolio includes Anthropic, Cohere, Groq, Lambda Labs, Open AI and Stability AI among others. His emphatic answer - No. Joe believes we are in inning 2 of the AI revolution and talks about where he sees future growth and the wave of IPOs coming our way

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154 results

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