Maggie Lake Talking Markets
Episodes
Episode 32: The Impact of Trump 2.0 - With Julian Brigden
09 Nov 2024
Contributed by Lukas
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 Juli...
Episode 31: Trading the Election Aftermath. With Tony Greer
06 Nov 2024
Contributed by Lukas
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 G...
Episode 30: Why Is There So Much Political Anger? With Dee Smith
05 Nov 2024
Contributed by Lukas
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 th...
Episode 29: How to Ride the Metal Rally. With Rick Rule
04 Nov 2024
Contributed by Lukas
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...
Episode 28: The Bull Case For US Stocks. With Ed Yardeni
04 Nov 2024
Contributed by Lukas
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 ...
Episode 27: Recession Is Coming. With Jeff Snider
01 Nov 2024
Contributed by Lukas
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 Snid...
Episode 26: Bracing for Election Impact. With Jacob Shapiro
30 Oct 2024
Contributed by Lukas
"Be prepared for a populist, protectionist, America first ideologue, no matter who wins the election." Jacob Shapiro, Head of Geopolitical and Macro a...
Episode 25: A crisis of confidence in the Fed? With Michael Kao
28 Oct 2024
Contributed by Lukas
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...
Episode 24: Is There A Safe Haven For Your Money? With Noelle Acheson
26 Oct 2024
Contributed by Lukas
With a tightly contested US presidential election just over a week away and geopolitical tensions high investors are understandably looking for ways t...
Episode 23: Is A Bond Revolt Coming? With Thomas Thornton
23 Oct 2024
Contributed by Lukas
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 wit...
Episode 22: Throwing in the towel on bonds? With David Rosenberg
23 Oct 2024
Contributed by Lukas
David Rosenberg, Founder of Rosenberg Research, is a well known bond bull, but the upcoming US election and massive fiscal spending have him nervous. ...
Episode 21: Time to hedge a blue sweep? With Kevin Muir
21 Oct 2024
Contributed by Lukas
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 sa...
Episode 20: Will Natural Gas Fuel the AI Arms Race? With Doomberg
21 Oct 2024
Contributed by Lukas
The massive amounts of energy needed to fuel the growth of artificial intelligence is about to fundamentally reshape global energy markets. Maggie Lak...
Episode 19: Is The Trump Trade Gathering Steam? With Mish Schneider
19 Oct 2024
Contributed by Lukas
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. Maggi...
Episode 18: Is it time to take profits in tech? With Dale Pinkert
14 Oct 2024
Contributed by Lukas
US stocks finished at record highs again, but is there danger lurking ahead? Maggie Lake sits down with community favorite Dale Pinkert, trading coach...
Episode 17: You Should Always Be Long The Market. With Andy Constan
11 Oct 2024
Contributed by Lukas
Andy Constan, CEO and CIO of Damped Spring Advisors spent years honing his investment skills at some of the world's most prestigious firms (Bridgewate...
Episode 16: Stories from the Floor - The Wild Heyday of the NYSE. With Lance Harvey & Kevin Cook
10 Oct 2024
Contributed by Lukas
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...
Episode 15: Are AI stocks in a bubble ? With Joe Zhao
09 Oct 2024
Contributed by Lukas
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 qu...
Episode 14: Is the era of low rates over? With Jim Bianco
09 Oct 2024
Contributed by Lukas
We are in a higher interest rate, higher inflation environment and everyone needs to get used to it. Jim Bianco, President of Bianco Research, pulled ...
Episode 13: Is there an unexploded bomb in real estate? With Harry Melandri
05 Oct 2024
Contributed by Lukas
The US jobs number exceeded expectations, sparking a stock rally and revisions to interest rate forecasts. But is the data giving off a false signal? ...
Episode 12: How to trade the US election. With Tony Greer
03 Oct 2024
Contributed by Lukas
War in the Middle East. A port strike in the U.S. A tight presidential election. There is no shortage of headline risk facing investors this October. ...
Episode 11: Why Home and Energy Prices Are Going Higher. With Jared Dillian
30 Sep 2024
Contributed by Lukas
The Federal Reserve may be cutting rates but don't look for relief in the housing market. Maggie Lake sat down with Jared Dillian, author of the Daily...
Episode 10: Is Oil poised to spike higher? With Paulo Macro
26 Sep 2024
Contributed by Lukas
Oil prices are depressed and global investors all seem bearish crude, which has Paulo Macro's thinking "either there's something terrible...
Episode 9: Is Europe headed for a crisis? With Vincent Deluard
23 Sep 2024
Contributed by Lukas
In the wake of the Fed pivot on rates, what investments look most attractive? Maggie Lake sits down with Vincent Deluard, Director of Global Macro Str...
Episode 8: Time to put cash to work? With Jeremy Schwartz
23 Sep 2024
Contributed by Lukas
Did the US Federal Reserve rate cut just reduce the odds of a US recession? In this episode, Maggie Lake sits down with Jeremy Schwartz, the CIO of Wi...
Episode 7: Is the Fed pivot bearish for stocks and bonds? With Peter Boockvar
18 Sep 2024
Contributed by Lukas
The US central bank delivered an aggressive rate cut - so why are stock and bond investors skittish? Peter Boockvar, CIO of Bleakley Financial Group a...
Episode 6: Is a Fed rate cut BAD news for stocks? With Noelle Acheson
17 Sep 2024
Contributed by Lukas
The US Federal Reserve is widely expected to lower interest rates this week, but by how much? And can that really be good for BOTH stocks and bonds? M...
Episode 5: How to avoid a LOST DECADE for your money. With Cem Karsan
13 Sep 2024
Contributed by Lukas
September has been volatile and it's only getting worse. Maggie Lake sits down with options & derivatives expert Cem Karsan, founder and CIO o...
Episode 4: Is Crypto Dead (for now)? With Brent Donnelly
11 Sep 2024
Contributed by Lukas
Against the backdrop of continued US stock volatility, Maggie Lake sits down with Brent Donnelly, President of Spectra Markets, to talk about the risk...
Episode 3: Hunting for OPPORTUNITY in the volatility. With Mish Scheinder
10 Sep 2024
Contributed by Lukas
US stocks bounced after last week's painful sell-off, but with key inflation readings on the docket, can the bulls really make a comeback? In this...
Episode 2: How LOW can tech stocks go? With Dale Pinkert
06 Sep 2024
Contributed by Lukas
As US stocks wrap up a brutal week, Maggie Lake reunites with Dale Pinkert, coach at TradeGateHub to talk about what will stop the hemorrhaging of tec...
Episode 1: Are US Stocks Facing a SELLING Tsunami? With Tony Greer
05 Sep 2024
Contributed by Lukas
Sep. 4 29mins - Maggie Lake sat down with Tony Greer, Editor of the Morning Navigator newsletter to talk about why there is more pain ahead of NVDA, w...