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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

00:35:33

Episode 61: Are Commodities Grossly Undervalued? With...

Maggie Lake Talking Markets ·

2025/06/10

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,” the fiscal implications of the "Big Beautiful Bill," and why she still sees upside in names

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00:26:43

Episode 60: Geopolitical Threats & Opportunities....

Maggie Lake Talking Markets ·

2025/06/08

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 strikes, why economic nationalism may be a canary in the coal mine for war, Dee and Jacob's take on

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00:33:06

Episode 59: The Elon Effect on Gold. With Tony Greer

Maggie Lake Talking Markets ·

2025/06/04

"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 Macro Dirt Podcast here: ‪‪@MacroDirtCast‬ And subscribe to his work here: https://tgmacro.com/

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00:42:11

Episode 58: Is The Dollar Bear Trade Too Crowded?...

Maggie Lake Talking Markets ·

2025/06/02

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 expert insights you won't want to miss.Join TradeGateHub for free here: https://tradegatehub.com/Don't miss

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01:00:19

Episode 57: Recession, Then More QE. With David...

Maggie Lake Talking Markets ·

2025/06/02

David Rosenberg, president of Rosenberg Research, joins Maggie Lake to explain why he’s a restrained bull on long-term Treasuries. While many investors have written off bonds as “uninvestable,” Rosie argues that recession risk is underpriced, the term premium is rising for structural reasons, and valuations now offer an attractive risk-reward, even if consensus sentiment is deeply negative. Also discussed: why the housing market, not AI hype, is the key leading indicator (and how it's rolling

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00:31:02

Episode 56: Gold vs. Bitcoin. With Rick Rule.

Maggie Lake Talking Markets ·

2025/05/29

Gold slipped earlier this week as President Trump delayed tariffs on the European Union and the US dollar strengthened. Is this just a short-term wobble, or the start of something more serious? Rick Rule, CEO of Rule Investment Media, joins Maggie Lake to talk about the macro risks and outlook for gold and metals. They also discuss whether Bitcoin will now compete with gold as a safe haven against currency devaluation. As mentioned in the conversation, Rick is holding a 4 day conference this July.

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00:51:56

Episode 55: Are Central Banks Losing Control of Bond...

Maggie Lake Talking Markets ·

2025/05/21

The 10-year yield was back above 4.5% today, while the 30-year broke 5% again sending equities sharply lower. With the fate of President Trump’s “Big Beautiful Bill" going down to the wire, bond investors are voting with their feet. Julian Brigden, co-founder of MI2 Partners and creator of MacroCapture, joins Maggie Lake today to share his take on the budget, bonds, and whether he still thinks US exceptionalism is over. Also up for discussion: whether more pain is in store for equities, what

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00:36:51

Episode 54: Is it Time To Sell America? With Jeremy...

Maggie Lake Talking Markets ·

2025/05/19

Stocks dipped and yields climbed today after Moody’s downgraded the US sovereign credit rating on Friday, and President Trump's tax and spending bill (which would increase projected budget deficits by nearly $3 trillion through 2034) passed a key hurdle last night. Jeremy Schwartz, Global CIO at WisdomTree, joins Maggie Lake on Talking Markets to talk about whether the US is at risk of its own Liz Truss moment and why the global rotation may just be getting started. Quick announcement: Maggie is

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00:35:55

Episode 53: Is The Market Mispricing Risk Again? With...

Maggie Lake Talking Markets ·

2025/05/16

The bond market isn’t behaving the way it used to, and investors can no longer rely on old correlations to hold, according to Nancy Davis, founder of Quadratic Capital and portfolio manager of IVOL and BNDD. The former Head of Credit, Derivatives, and OTC Trading at Goldman Sachs joins Maggie Lake on Talking Markets to explain why this shift is happening, discussing ballooning US deficits, potential tariff negotiation fallout, and the potential for foreign buyers to pull back further from

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00:33:55

Episode 52: What's Bugging the Bond Market? With...

Maggie Lake Talking Markets ·

2025/05/14

CPI came in soft, stocks cheered… but Treasury yields rose. What’s really going on? Noelle Acheson, author of Crypto Is Macro Now, joins Maggie Lake to unpack why the inflation data may be misleading, why the bond market isn’t buying the narrative, and what the tariff pause could actually mean for markets. She also breaks down what Coinbase entering the S&P 500 signals, why ETH is outperforming suddenly, and why the dollar’s slide could fuel the next leg for crypto and risk assets.For more from

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00:37:52

Episode 51: Is The Worst Of The Trade War Over? With...

Maggie Lake Talking Markets ·

2025/05/13

With China and the US drastically cutting reciprocal tariffs, is the worst of the trade war over? Rupert Mitchell, A.K.A. The Blind Squirrel on Substack, thinks so: "The administration clearly cares more about stocks than they were pretending," he said this morning. Rupert joins Maggie Lake on Talking Markets today to discuss the likely effects of the US/China trade detente, what might be the cause of the next bond riot, and the Squirrel's take on private equity, energy, commodities,

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00:44:08

Episode 50: Trade Talks & The Risks To US Treasuries....

Maggie Lake Talking Markets ·

2025/05/09

With President Trump saying today that an 80% tariff on Chinese goods “sounds right,” but that it's "up to Scott [Bessent]," what can we expect from the US/China trade talks this weekend - and how might markets react? Harry Melandri, senior advisor to Arque Advisors and author of Respice Finem, joins Maggie Lake to unpack the latest tariff news, what the bond market is saying, and where Harry thinks is the next geopolitical pressure point. TGIF...!Quick announcement: Maggie is catching

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00:36:40

Episode 49: The Great Rotation Into International...

Maggie Lake Talking Markets ·

2025/05/07

The Fed left rates unchanged but Vincent Deluard says the real story is elsewhere. The Director of Global Macro Strategy at StoneX joins Maggie Lake to explain why the 2% inflation target is dead, why investors should fade the 2026 rate cuts, why the move into international stocks is only beginning. You can follow Vincent on X here: https://x.com/vincentdeluard Looking to up your gold and silver holdings? Consider Hard Assets Alliance, a trusted platform holding over $3b in assets:

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00:39:46

Episode 48: China Tariff Rollbacks Incoming? With...

Maggie Lake Talking Markets ·

2025/05/05

"We're going to see a dramatic reduction in tariff rates on China," Peter Boockvar wrote May 5 in the Boock Report. The CIO of Bleakley Financial Group joins Maggie Lake on Talking Markets to discuss the future of tariffs on China, international stock outperformance, and the Fed's interest rate announcement later this week. Also up for discussion: a bond crisis, Peter's outlook for inflation, and where he sees opportunities. To get more from Peter, join him over on Substack at:

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00:38:01

Episode 47: Is Another Sell Off Looming?

Maggie Lake Talking Markets ·

2025/05/04

Stocks rallied today after a better-than-expected jobs report, with 177,000 new positions added despite ongoing tariff uncertainty. Treasury yields are climbing, and the Fed is likely to stay patient—so what does it all mean for markets? TradeGateHub coach Dale Pinkert joins Maggie Lake to break down today’s moves in SPX, gold, silver, and bond markets. With Apple sliding despite strong earnings, Dale revisits his bearish price call on Talking Markets in March, and shares his outlook on NVIDIA,

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00:36:20

Episode 46: GDP, META and MSFT. With Tommy Thornton

Maggie Lake Talking Markets ·

2025/04/30

US GDP growth slowed sharply in Q1, marking the biggest drop since early 2022—and markets are feeling it. Stocks are under pressure ahead of key earnings from Microsoft and Meta after close today, while President Trump marks his 100th day back in office. Thomas Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to break down what the GDP miss means for markets, how investors should be thinking about Big Tech earnings, what he's focused on right now, and where he sees opportunity in the

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01:04:34

Episode 45: Markets Still "Full of Dry Tinder". With...

Maggie Lake Talking Markets ·

2025/04/30

We’ve got something a little bit different for you this week on Talking Markets. It’s a special interview with Rudy Havenstein, market commentator and author of the Havenstein Moment Substack, who challenges conventional wisdom on macro, markets, and society at large. Up for discussion: why the US is still relatively strong, inflation’s true impact, the financialization of life, Rudy’s no-holds-barred take on policymakers including Janet Yellen, and more. Recorded April 23, 2025.Follow Rudy on

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00:35:24

Episode 44: Is The Consumer Sector Bottoming? With...

Maggie Lake Talking Markets ·

2025/04/28

Kicking off the week on Talking Markets, we've got MarketGauge.com Chief Strategist Mish Schneider joining Maggie Lake. They discuss the outlook for the consumer sector, key levels for the Russell 2000, transportation's struggles, and why $95,000 is now a critical level for Bitcoin. Also up for discussion: the dollar, commodities, and an update on Mish's vanity trade.For more on Mish's work: https://marketgauge.com/ & get Mish's free daily here:

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00:41:21

Episode 43: Will the US be a "Crypto Superpower"?...

Maggie Lake Talking Markets ·

2025/04/23

Now that crypto-friendly Paul Atkins has been sworn in as SEC chair, will we see the US become a "crypto superpower"? Joining Maggie Lake today on Talking Markets to give his take is Jeff Dorman, CIO of Arca. Also up for discussion: why there are still a lot of misconceptions around crypto, where innovation and change in the space is ACTUALLY coming from, and how it all fits in to the macro big picture.Follow Jeff on X here: https://x.com/jdorman81Don't miss out on future episodes -

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00:41:54

Episode 42: Will Trump Force Powell's Hand? With Ben...

Maggie Lake Talking Markets ·

2025/04/21

Today on Talking Markets, Fundrise CEO and co-founder Ben Miller joins Maggie Lake to break down the state of US real estate — and the growing pressure on the Fed. As the President publicly demands rate cuts, Ben discusses the real estate landscape, how Fundrise is positioning through this historic uncertainty, the impact of tariffs, and more.Find out more about Fundrise here: https://fundrise.com/Don't miss out on future episodes - get on the list here:

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152 results

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