Advertise on podcast: Maggie Lake Talking Markets

A blue wave in the midterm elections sent stocks soaring today, while oil and bond yields fell. Perfect day to have Coach Dale Pinkert in The Market House (isn't it always?) He joins Maggie Lake to break down the market reaction, and share what he's seeing in the charts across stocks, bonds, ags, and more. Join us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse Join Dale's Discord here: discord.gg/FjKsXNuzbB Follow Dale on YouTube ‪‪‪‪‪‪@TradeGateHub‬ *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

After a bruising October for tech stocks, is the damage already done? Maggie Lake is joined by Katie Stockton of Fairlead Strategies to discuss the market's technical outlook, the rotation away from big tech, and potential opportunities in pharmaceuticals and bank stocks. Plus, Apple earnings after the bell, tomorrow's midterm elections, and Friday's jobs report. What should investors be watching?To request a Fairlead Strategies 30-day free trial: https://www.fairleadstrategies.com/trial🏠 Support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse

It's Fed Day, and more importantly(!) it's Dale Pinkert Wednesday. The TradeGateHub coach joins Maggie Lake to discuss the immediate market reaction to the Fed holding rates and Kevin Warsh's comments. Also up for discussion: silver getting closer to Dale's buy point, KRE in trouble, and what Dale's seeing across the map in stocks, commodities, and more. Join us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse Join Dale's Discord here: discord.gg/FjKsXNuzbB Follow Dale on YouTube ‪‪‪‪‪‪@TradeGateHub‬ *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Yes there is trouble ahead! We'll get to that in a moment. First, a big thanks for listening. If you find these conversations valuable please take a minute to leave a comment or subscribe. I spend most of my time on Substack and have been debating whether it is worth it to post to other podcast platforms. If there is enough response I will continue! Okay, now for Kevin....Tech stocks rallied today on news of Anthropic's IPO filing, but The Macro Tourist, Kevin Muir, isn't convinced the broader market has much to celebrate. He joins Maggie Lake to discuss why he's increasingly bearish on stocks, how Wall Street's sky-high earnings expectations could be setting investors up for disappointment, and why everyone seems determined to buy the dip. Kevin also explains what he considers one of the biggest distortions in today's markets: the rise of tax-aware long/short (TALS) strategies, and why their impact matters for investors. Plus, is his prediction of a Canadian economic renaissance finally playing out?For more from Kevin: https://themacrotourist.com/Please support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice

TG Macro founder and Sailor's Edge editor Tony Greer joins Maggie Lake on Talking Markets to break down the rollercoaster markets. Greer walks through why he thinks semiconductors topped back in June (right around the SpaceX IPO) and haven't made a new high since, why he's betting the upcoming Anthropic IPO becomes a "sell the fact" event that finally lets the air out of what he calls a tech bubble of circular financing, and the exact price levels where he'd actually start shorting AI-related names. He's not chasing the move, though — his own portfolio is long energy and long gold, both of which have quietly become some of the best-performing trades of his year.He also covers why he thinks oil and interest rates could stay elevated for longer than people expect, why housing might be a surprising contrarian value trade, and the K-shaped economy he thinks is becoming impossible to ignoreJoin us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse 🎯After a stellar first year, TG Macro Conference returns to Nashville on February 18-19, 2027, with a fantastic line-up and Maggie as emcee. Details and tickets this way: https://tgmacro.com/conference/Check out More of Tony Greer: ‪@MacroDirtCast‬

Stocks are under pressure and Treasury yields are surging today after September inflation came in hotter than expected. The Nasdaq is taking the biggest hit, while traders are now pricing in a much greater chance of an October Fed rate hike. Maggie Lake is joined by TradeGateHub Coach Dale Pinkert to dig into the market reaction, what rising yields mean for equities, and where the charts suggest stocks, bonds, and currencies could be headed next.Join us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse Join Dale's Discord here: discord.gg/FjKsXNuzbB Follow Dale on YouTube ‪‪‪‪@TradeGateHub‬ *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Maggie Lake is joined by Peter Boockvar, Chief Investment Officer of One Point BFG Wealth Partners and Editor of The Boock Report on Substack, to discuss the game of chicken he says is being played between big-cap tech stocks and rising global interest rates, as oil prices climb, chip stocks come under pressure, and investors continue pouring money into US equities.For more from Peter, join him over on Substack at: https://peterboockvar.substack.com/ Support us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Treasury yields are pushing to their highest levels in more than two decades, with the 10-year hitting 5.35% as oil climbs back above $100. But could yields be getting ready to reverse. Maggie Lake is joined by TradeGateHub Coach Dale Pinkert to break down what he’s seeing in bonds, the technical signals he’s watching across equities, bonds, metals, commodities and more,, and where the next opportunities could be taking shape across markets.Join us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse Join Dale's Discord here: discord.gg/FjKsXNuzbB Follow Dale on YouTube ‪‪‪@TradeGateHub‬ *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

MarketGauge.com Chief Strategist Mish Schneider joins Maggie Lake to break down the key levels she's watching in markets amidst higher rates, all eyes on tech leadership, and concerns about breadth. She'll also be updating us on what's going on in her Economic Modern Family (watch out for XRT!) and the Vanity Trade Connect with us on Twitter: https://x.com/the_markethouseConnect with us on Substack: https://themarkethouse.substack.com/Subscribe to Mish's channel here: ‪‪‪‪@TheEconomicModernFamily‬ We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Softer-than-expected inflation sent the dollar lower and gold higher today. At the same time, US GDP growth for Q2 was revised sharply higher to 2.2%. So what do you do with an economy that looks stronger than expected while inflation appears to be cooling? Maggie Lake sits down with TradeGateHub Coach Dale Pinkert to make sense of the signals and what they mean for the dollar, gold, yields, and the broader market. They dig into what Dale is seeing in the charts, where momentum is building, and the setups and key levels he’s watching.Join us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse Join Dale's Discord here: discord.gg/FjKsXNuzbB Follow Dale on YouTube ‪‪@TradeGateHub‬ *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

With the bond market dominating the headlines, it's the perfect time to welcome David Rosenberg, founder of Rosenberg Research, back to Talking Markets. Rosie joins Maggie Lake to discuss why he thinks a "big surprise" is coming the Fed's way, why AI is not bigger than the business cycle, what the bond market is telling us, and more. He'll also discuss his new book, The Bear in the Bullring (Love that title!). A big congrats to David on the launch of an ETF that tracks his research, appropriately named ROSY, which launched earlier this month in Toronto on the TSX. We'll post info on the Rosie Model Portfolio on our Substack so make sure to also follow us there as well. 📗Rosie's new book, The Bear in the Bullring, is available to pre-order now, ahead of an October 12 release. Get your copy here: https://www.amazon.ca/Bear-Bullring-I...Join us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

The 10-year Treasury yield is back at levels last seen in 2007, putting fresh pressure on markets at an already uneasy moment. TradeGateHub Coach Dale Pinkert joins Maggie Lake on Talking Markets to explain why he’s bearish on banks, what the charts are telling him now, and where he thinks the next major moves could come from. If yields keep pushing higher, investors may need to rethink some of the trades that have worked until now.Join us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse Join Dale's Discord here: discord.gg/FjKsXNuzbB Follow Dale on YouTube ‪‪@TradeGateHub‬

Tom Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake on Talking Markets to break down what his sentiment and technical indicators are telling him about markets right now. Tom digs into narrow market breadth, the 10-year yield hovering around 5%, oil’s role as a key macro pressure point, and the growing divide between AI demand and the enormous cost of financing it. Plus: what he’s seeing in the dollar, Bitcoin, volatility, and the signals he’s watching for clues about where markets go next.🥳Happy anniversary Tom!!! Tom is celebrating the 9th anniversary of Hedge Fund Telemetry, and here's to many more. To celebrate, he has unlocked today's First Call note. Get it right here: https://www.hedgefundtelemetry.com/20...Get a discount on Tom's work with code: Anniversary Join us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse

Vincent Deluard, Director of Global Macro at StoneX Group, joins Maggie Lake on Talking Markets today to discuss action in his "three horsemen" (oil, the yen, 10-year), stagflation, a possible rate hike and whether the market's ready for it, and today's tech sell-off. He also discusses the rising risk for a crisis in Europe. Follow Vincent on X: https://x.com/VincentDeluardJoin us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

We’re back! Talking Markets returns after summer break, and with oil hitting $100 for the first time since July, it’s pretty good timing... To kick us off, TradeGateHub Coach Dale Pinkert joins Maggie Lake to discuss the market action today, his outlook for oil, and what he’s seeing in MAGS. He’ll also be sharing updates on the ags trade, metals, bonds, and more. Pull up a chair... Follow TradeGateHub on YouTube here: ‪‪‪‪@TradeGateHub‬ Join Dale's Discord here: discord.gg/FjKsXNuzbB Please support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse