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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

00:38:48

Episode 41: Time to Get On Offense? With Erik Renander.

Maggie Lake Talking Markets ·

2025/04/16

The NASDAQ "was a balloon looking for a pin," the US is a "heroin addict" withdrawing from cheap money, and tariffs will NOT create "the next Great Depression." Those are the thoughts of Erik Renander, former hedge fund PM and author of the YWR Substack, who joins Maggie Lake on Talking Markets today. He shares why he thinks now is the time to be focusing on opportunities not problems, and where exactly he sees plenty of 'em.Read Erik's work here: https://www.ywr.world/Don't miss out on future

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00:34:38

Episode 40: Don't Buy The Dip 'Til The Insiders Do....

Maggie Lake Talking Markets ·

2025/04/14

If the back and forth over the so-called tech exemption over the weekend showed us anything, it was that we are still dealing with a lot of uncertainty. Joining Maggie Lake today on Talking Markets to discuss is Jesse Felder, founder and editor of The Felder Report. Up for discussion: whether "BTFD" is over, the future for the "Fed put," and why you need to watch what insiders are buying and selling. Get more from Jesse here: https://thefelderreport.comDon't miss out on

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00:32:19

Episode 39: More Pain Ahead? With Jared Dillian.

Maggie Lake Talking Markets ·

2025/04/11

Well, we made it through the week. On Talking Markets today, Maggie is joined by Jared Dillian, editor of The Daily Dirtnap and founder of Jared Dillian Money. They chat about the lower-then-expected CPI number and what it means for the dollar, whether there's more upside in gold, why Jared thinks the bond market is still "a mess," and what he sees next for the S&P. Side note: If you think some portfolio insurance might be a good idea, Jared has just released an Options Masterclass

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00:37:16

Episode 38: Is the US Stock Rout Over? With Tony Greer.

Maggie Lake Talking Markets ·

2025/04/09

It was one for the history books. The trading day started with fears of a treasury market event, only to see that give way to a massive stock market rally, fueled by President Trump announcing a pause in tariffs for many countries. What happens next? Is the bottom in for stocks? Are treasuries on more solid footing? Veteran trader and editor of the Navigator Newsletter Tony Greer breaks down the day's action with Maggie Lake and talks about how to keep your head and money in this volatile

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00:37:26

Episode 37: Where Is The Dollar Headed Next? With...

Maggie Lake Talking Markets ·

2025/04/08

"Too late to sell, too early to buy." US markets endured wild swings again today. Who better to join Maggie Lake to dig into what the charts are saying than TradeGateHub Dale Pinkert? Dale will be sharing his thoughts on the market, and updating us on TLT, metals, and his Apple-to-$150 thesis. He'll also share some tips on how to survive in turbulent markets. Join TradeGateHub for free here: https://tradegatehub.com/Don't miss out on future episodes - get on the list here:

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00:39:52

Episode 36: Deconstructing The Market Bloodbath. With...

Maggie Lake Talking Markets ·

2025/04/07

Talk about a wild day. US markets were whipsawed by rumors out of DC. The Dow moved 2500 points intraday with stock volume at an 18 year high. Joining Maggie Lake to make sense of it all is Andy Constan, CEO & CIO of Damped Spring Advisors, who'll be discussing the risks, opportunities (there are some) and why "macro is great again." For more on Andy's background check out: https://dampedspring.com/Don't miss out on future episodes - get on the list here:

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00:33:33

Episode 35: Market Fallout From Tariffs. With Peter...

Maggie Lake Talking Markets ·

2025/04/02

On this tariff episode, which we taped live while President Trump as annoucing the news, we had both Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and author of The Boock Report and Dave Floyd, Founder of Aspen Trading, break down the ramifications of the "Liberation Day" announcement. You may remember, Peter was sounding the alarm on tariffs back in December, when he warned that markets were "too complacent." Nailed it. After some initial confusion the

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00:32:49

Episode 34: What Will Tariffs Mean For The Dollar?...

Maggie Lake Talking Markets ·

2025/03/31

It's been a rough day to end a rough quarter for markets - the worst since 2022, in fact. Ahead of Wednesday's tariff deadline, Spectra Markets President Brent Donnelly joins Maggie Lake to discuss why he's not so optimistic that "Liberation Day" will bring the certainty stocks crave. Also up for discussion: why soft data matters again, why tariffs are not bullish USD, the dollar "smirk," and where Brent sees opportunities right now. You can find more of Brent's

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00:37:01

Episode 33: Are Junk Bonds Flashing Warning Signs?...

Maggie Lake Talking Markets ·

2025/03/28

We're wrapping up the week on Talking Markets with Tavi Costa, macro strategist at Crescat Capital. Tavi will be chatting with Maggie about the roll-over he's starting to see in junk bonds (and why it matters), and why he thinks "a blow out in credit spreads remains one of the most underappreciated risks in the market today." Also up for discussion: Tavi's outlook on metals, Brazil, Europe, interest rates, and Europe. You can follow Tavi here: https://x.com/TaviCosta“The

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00:33:15

Episode 32: Why The US Needs Rates to Fall. With...

Maggie Lake Talking Markets ·

2025/03/26

George Goncalves, Head of US Macro Strategy at MUFG, joins Maggie Lake for the first time on Talking Markets. The 25+ year bond market veteran will be sharing why Scott Bessent's 3-3-3 plan is "not realistic," why the US "needs rates to fall," and why market declines in this environment feel worse than they actually are. Also up for discussion: the unwinding of the wealth effect, consumer confidence, and the impact of tariffs. Follow George on X here:

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00:36:06

Episode 31: Stocks to Rebound, But There's Trouble...

Maggie Lake Talking Markets ·

2025/03/24

Last time Vincent Deluard was on Talking Markets, he made the case for a March correction (which he also flagged in his December report, 'Beware the Ides of March.') Nailed it... So, what does the Director of Global Macro Strategy at StoneX Group have for us this time? He sits down with Maggie Lake to discuss why he thinks stocks may be due for a rebound before a sideways summer and a bloody fall. Also up for discussion: where he sees bond yields going, the impact of tariffs, and the

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00:50:10

Episode 30: The China Bear Case. With Alexander Stahel

Maggie Lake Talking Markets ·

2025/03/24

We’ve heard a lot about the compelling bull case for China recently on Talking Markets... but our job here is to bring you the smartest, most nuanced takes from both “sides.” In this special Talking Markets episode, Maggie Lake chats with Alexander Stahel, founder, chairman, and CIO at Burggraben Holding AG, and author of The Commodity Compass Substack, about the China bear case. Up for discussion: the troubled real estate market and what it might do to the commodities complex, why Alex believes

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00:34:19

Episode 29: What Do Tariffs Mean For Fed Policy? With...

Maggie Lake Talking Markets ·

2025/03/19

It’s been 84 years since we last had Jacob Shapiro, Head of Geopolitical and Macro at The Bespoke Group, on Talking Markets. Well, 7 weeks actually, it just feels like 84 years. Jacob joins Maggie Lake today to discuss what the Fed’s comments may signal about its approach to tariffs, the likely outcomes he sees for the tariff wars, and the shifting relationships between the US and Europe, China, and Russia. Also up for discussion: the arrest of Erdogan’s rival in Turkey and what it means for the

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00:33:14

Episode 28: China Still A Buy Or Too Late? With...

Maggie Lake Talking Markets ·

2025/03/19

Maggie Lake is joined by Rupert Mitchell, author of the Blind Squirrel Macro Substack, to welcome another week of volatility (probably). Last time Rupert was on Talking Markets (December 2024), he told us that China equity markets presented “a multi-year opportunity with interesting entry levels here and now.” He sure deserves a victory lap for that one. So, what's his latest outlook on China - is the equity market attractive or has its 20% jump in 2025 alone taken it into "too late"

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00:58:13

Episode 27: Why MAGA Is Terrible For Equities. With...

Maggie Lake Talking Markets ·

2025/03/16

In this special edition of Talking Markets, Maggie Lake is joined by Praetorian Capital Management Founder and CIO Harris Kupperman to discuss the potential shift from US dominance to compelling opportunities in international markets. Kuppy shares why the US has been a capital "capacitor," why he's bullish LatAm, why Europe is an "emerging market," why MAGA may be bad for US equities but good for US nominal GDP, and a TON more. This is Kuppy at his candid, incisive, and

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00:37:58

Episode 26: A Correction Or Something Bigger? With...

Maggie Lake Talking Markets ·

2025/03/16

Maggie Lake is on the road so we're delighted to welcome Harry Melandri, senior advisor to Arque Advisors and author of the Respice Finem Substack, who is hosting TradeGateHub coach Dale Pinkert. It could not be a better time to have Dale update us on what he's seeing on the technicals side - he'll be sharing his outlook on everything from Mag 7 to metals, and the key levels he's looking at as the market continues to grapple with uncertainty. Join TradeGateHub for free here:

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00:35:47

Episode 25: Trump's Big Gamble. With Christopher...

Maggie Lake Talking Markets ·

2025/03/16

Hopes of a respite after last week's bruising were dashed today, with a Bloody Monday pretty much across the board. Today, Maggie Lake is on the road so we're thrilled to welcome our first guest host, the wonderful Chris Tipper, Chief Economist and Strategist at Ainslie Wealth, who will be hosting the equally wonderful Mish Schneider, Chief Strategist at MarketGauge.com. They'll be discussing President Trump's big gamble, stagflation and Mish's "inflation trifecta," the

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00:33:20

Episode 24: Making European Stocks Great Again. With...

Maggie Lake Talking Markets ·

2025/03/07

"International is going to outperform domestic for the next 2-5 years," Jared Dillian said to Daily Dirtnap subscribers this morning. The Jared Dillian Money founder joins Maggie Lake today to discuss international markets, today's job number, and an update on his long Canada thesis. Also up for discussion: his bearish dollar call months ago that is coming to fruition, the brutal week in markets, and of course - your questions. TGIF...Get the Jared Dillian Letter for free here:

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00:35:33

Episode 23: Navigating Bitcoin And Trade Turbulence....

Maggie Lake Talking Markets ·

2025/03/06

Crypto is Macro Now author Noelle Acheson joins Maggie Lake on Talking Markets to discuss the fallout from President Trump's Strategic Bitcoin Reserve announcement, and expectations around the White House Crypto Summit. Also up for discussion: the labor market, tariffs, and the view from Europe.Connect with Noelle on Substack: https://www.cryptoismacro.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter:

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00:40:29

Episode 22: Finding Opportunity in Volatility. With...

Maggie Lake Talking Markets ·

2025/03/03

Markets didn't like the slowdown in the February ISM manufacturing index (to 50.3 from 50.9 in January) today, while a surprising increase in the Price Index for manufacturers raised the specter of stagflation. Meanwhile, President Trump's announcement of a strategic crypto reserve, the tariffs that are (so far) meant to begin Tuesday, and ongoing geopolitical heat are all impacting markets. Whew. Joining Maggie Lake today to discuss all of this is Hedge Fund Telemetry founder Tom Thornton,

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152 results

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