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Maggie Lake Talking Markets

Maggie Lake Talking Markets

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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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Episode 116: How Low Can Tech Stocks Go? With Dale Pinkert.

Episode 116: How Low Can Tech Stocks Go? With Dale Pinkert.

Dec 12, 2025·

Veteran trader Dale Pinkert joins Maggie Lake on this episode of Talking Markets to break down the major macro forces moving markets right now. Dale discusses the sell-off in tech stocks and shares his outlook for bonds...

Episode 115: Outlook for Bonds and Bitcoin. With Noelle Acheson.

Episode 115: Outlook for Bonds and Bitcoin. With Noelle Acheson.

Dec 10, 2025·

On this episode of Talking Markets, Maggie Lake is joined by Noelle Acheson, author of the Crypto Is Macro Substack, for a deep dive December's FOMC decision. The central bank approved a quarter point rate cut, as...

Episode 114: Is the Fed One and Done? With Brent Donnelly.

Episode 114: Is the Fed One and Done? With Brent Donnelly.

Dec 8, 2025·

On this episode of Talking Markets, Maggie Lake sits down with Brent Donnelly, President of Spectra Markets, for an in-depth conversation on the U.S. dollar and its powerful influence on global asset prices.Brent breaks...

Episode 113: Are Bonds & Oil Poised to Breakout? With Dale Pinkert.

Episode 113: Are Bonds & Oil Poised to Breakout? With Dale Pinkert.

Dec 5, 2025·

Energy has been the laggard of the everything rally - is that about to change? Dale Pinkert, Trading Coach as TradeGate Hub joins Maggie Lake for his Friday residency to talk about a breakout that may be forming in WTI...

Episode 112: Time To Get Defensive? With Aahan Menon.

Episode 112: Time To Get Defensive? With Aahan Menon.

Dec 3, 2025·

Weak US jobs data and renewed concerns around AI spending created some headwinds for investors, but US stocks pulled out a rally anyway. Aahan Menon, founder of Prometheus Research, joins Maggie Lake on Talking Markets...

Episode 111: Will This Be A December To Remember? With Tony Greer.

Episode 111: Will This Be A December To Remember? With Tony Greer.

Dec 1, 2025·

Investors kicked off December on a jittery note with tech stocks and crypto under early pressure. Can the bulls pull out a year-end Santa rally? Tony Greer, Editor of the Navigator, joins Maggie Lake to talk about the...

Episode 110: Is The AI Trade Really Revived? With Jeremy Schwartz.

Episode 110: Is The AI Trade Really Revived? With Jeremy Schwartz.

Nov 24, 2025·

U.S. Treasury yields dipped lower as investors wait for some key readings on the US economy. Are consumers tapped out and stressed out by higher prices? Jeremy Schwartz, the global chief investment officer at Wisdom...

109: Survival, Grief & Finding Meaning. Major Notes with Cem Karsan.

109: Survival, Grief & Finding Meaning. Major Notes with Cem Karsan.

Nov 24, 2025·

Welcome to this special episode of Major Notes, a new show that premiered on The Market House Substack this Fall. In each conversation, we talk to our guests about 5 major notes or events that helped define them: a note...

Episode 108: What's Next For Tech? With Dale Pinkert.

Episode 108: What's Next For Tech? With Dale Pinkert.

Nov 21, 2025·

It's been a challenging week for equity investors. Nvidia reported strong earnings but it wasn't enough to fend off the bears. Dale Pinkert, Trading Coach at TradeGate Hub is back for his Friday Market House residency...

Episode 107: Are Bonds Warning of Trouble? With George Goncalves.

Episode 107: Are Bonds Warning of Trouble? With George Goncalves.

Nov 19, 2025·

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...

Episode 106: Will NVDA Bring Down The Market? With Peter Boockvar.

Episode 106: Will NVDA Bring Down The Market? With Peter Boockvar.

Nov 17, 2025·

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...

Episode 105: What Is The VIX Telling Us? With Dale Pinkert.

Episode 105: What Is The VIX Telling Us? With Dale Pinkert.

Nov 14, 2025·

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...

Episode 104: "Energy Is My Highest Conviction Call." With Vincent Deluard.

Episode 104: "Energy Is My Highest Conviction Call." With Vincent Deluard.

Nov 12, 2025·

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...

Episode 103: Should Investors Be Nervous? With Dale Pinkert.

Episode 103: Should Investors Be Nervous? With Dale Pinkert.

Nov 7, 2025·

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...

Episode 102: The November to April Matrix. With Tony Greer.

Episode 102: The November to April Matrix. With Tony Greer.

Nov 3, 2025·

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...

Episode 101: Breaking Down The Tech Rally. With Dale Pinkert.

Episode 101: Breaking Down The Tech Rally. With Dale Pinkert.

Oct 31, 2025·

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...

Episode 100: The Bull Market Is In Complacency. With David Rosenberg.

Episode 100: The Bull Market Is In Complacency. With David Rosenberg.

Oct 31, 2025·

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...

Episode 99: Is There Too Much Greed? With Tommy Thornton.

Episode 99: Is There Too Much Greed? With Tommy Thornton.

Oct 27, 2025·

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...

Episode 98: A Rate Cut, Then What? With Dale Pinkert.

Episode 98: A Rate Cut, Then What? With Dale Pinkert.

Oct 25, 2025·

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%...

Episode 97: Is Gold's Pain Crypto's Gain? With Noelle Acheson.

Episode 97: Is Gold's Pain Crypto's Gain? With Noelle Acheson.

Oct 22, 2025·

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...

Episode 96: What's Next For Financials? With Dean Christians.

Episode 96: What's Next For Financials? With Dean Christians.

Oct 20, 2025·

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...

Episode 95: Never Just One Cockroach? With Dale Pinkert.

Episode 95: Never Just One Cockroach? With Dale Pinkert.

Oct 17, 2025·

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...

Episode 94: Will The Stock Turn Around Hold? With Katie Stockton,

Episode 94: Will The Stock Turn Around Hold? With Katie Stockton,

Oct 13, 2025·

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...

Episode 93: Wild Swings In Gold. With Dale Pinkert.

Episode 93: Wild Swings In Gold. With Dale Pinkert.

Oct 10, 2025·

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...

Episode 92: Is There Untapped Value In the S&P? With Jim Paulsen.

Episode 92: Is There Untapped Value In the S&P? With Jim Paulsen.

Oct 6, 2025·

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...

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