Maggie Lake Talking Markets

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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.

  1. 1D AGO

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

    "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: https://www.jareddillianmoney.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.com*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

    33 min

  2. 3D AGO

    Episode 23: Navigating Bitcoin And Trade Turbulence. With Noelle Acheson

    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-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com Chapters: 00:00 - Introductions with Noelle Acheson01:23 - How To Handling The Constant Headline News04:30 - Tariff Impact and What’s The State Of The Economy?06:20 - Jobs Data Could Put a Real Chill Over Sentiment 09:30 - Is the Bond Market Front Running The Fed?10:45 - Will German and Chinse Stimulas Boost Risk Assets?16:00 - Could The Chinese Help Boost Crypto? 20:00 - German Stocks More Attractive than US Stocks?21:10 - Are we at the top of the crypto cycle? 22:55 - Whitehouse’s Crypto Summit & The Strategic Bitcoin Reserve 30:50 - Crypto’s Recent Price Action*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

    36 min

  3. 5D AGO

    Episode 22: Finding Opportunity in Volatility. With Thomas Thornton

    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, who will also be sharing his views on Mag 7, the bond market, and his China plays. Drop your questions for Tommy in the live chat...! More from Hedge Fund Telemetry here: https://www.hedgefundtelemetry.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.com

    40 min

  4. FEB 28

    Episode 21: Have Investors Become Too Fearful? With Jim Bianco

    Amid the X angst over red markets this week, Jim Bianco, President of Bianco Research, pointed out Friday morning: "The all-time high was 8 days ago. The correction is still less than 5%. Is this a bit overdone?" He joins Maggie Lake to discuss his outlook on the S&P, what bonds are sniffing out, WTF is going on with BTC, and his thoughts on Nvidia, energy, international markets, and more. It's a good 'un... Happy Friday! Follow Jim on YouTube here: ‪@BiancoResearch‬ Get a free trial from Bianco Research here: https://www.biancoresearch.com/free-t...Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.comChapters 00:00 Market Sentiment and Investor Fear 10:34 Economic Behavior and Recession Risks 20:52 Asset Prices and Market Dynamics 30:56 Bonds, Crypto, and Future Outlook *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

    39 min

  5. FEB 26

    Episode 20: Can NVDA Revive Tech? With Tony Greer

    US stocks stabilized after a few red sessions - can Nvidia lead a green charge when it reports earnings after market close today? The Morning Navigator author Tony Greer thinks so. "All Nvidia has to do is show up sober and the stock rallies." Tony joins Maggie Lake today to talk Nvidia, Bitcoin, gold DOGE and more. We also hear a clip from Maggie's chat w/ Alyosha substack author JJ on the reality around a gold audit. Follow Tony on the Macro Dirt Podcast here: ‪@MacroDirtCast‬ And subscribe to his work here: https://tgmacro.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.com To subscribe to Aloysha substack: https://substack.com/@alyosha745 Chapters 00:00 Nvidia Earnings Anticipation 02:55 Market Reactions and Tech Sector Dynamics 05:59 Shifts in Investment Focus 09:05 Global Market Comparisons 12:06 Defensive Strategies in a Bull Market 14:50 Bitcoin's Market Position 17:58 Gold's Performance and Future Outlook 21:01 Final Thoughts on Market Trends *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

    29 min

  6. FEB 24

    Episode 19: Is the Mag 7 Trade Over? With Peter Boockvar

    The dominance of the Mag 7 could be coming to end, says Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and author of The Boock Report. Peter joins Maggie Lake on Talking Markets to discuss the regime change in global stock markets, why the Hang Seng is "running away from" the S&P so far this year, and why European stock market performance may not be a flash in the pan. Also up for discussion: "stagflation" in Europe, what the latest economic data is telling us, and the outlook for bonds.For more of Peter's work, read The Boock Report here: https://peterboockvar.substack.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.com Chapters 00:00 Market Overview and the MAG7 Trade 06:53 Nvidia's Future and AI Spending Dynamics 14:02 Economic Outlook and Consumer Spending 20:46 Global Market Opportunities and Risks 27:50 European Economic Challenges and Prospects 34:48 Conclusion: Navigating Market Uncertainties *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

    34 min

  7. FEB 23

    Episode 18: An Unrecognizable Recession. With Jeff Snider

    On this episode of Talking Markets, Eurodollar University’s Jeff Snider talks to Maggie Lake about the “sideways” economy, the broken monetary system, and the political fallout from policies that have impoverished people worldwide. Jeff connects the dots between economic stagnation, political volatility, the rise of digital currencies, and the stock market’s one-note view of what a recession is. (Spoiler alert: the bond market has a much more nuanced view.) If a conversation that sits right in the middle of geopolitics, macro, and digital sounds up your street, then you’ve come to the right place. Recorded February 21, 2025. Get the key takeaways from this interview here: https://maggielake.substack.com/p/jef... Some of Jeff’s slides: http://bit.ly/4bbYpAoFind Jeff’s work here: https://www.eurodollar.university/‪@eurodollaruniversity‬ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.com🔔 Hit that subscribe button and join the conversation in the comments.00:00 - Introduction: Markets, Money, and Economic Realities with Jeff Snider01:45 - Bond Market vs. Stock Market: Which One Is Right?03:40 - Are We in a Recession, or Is This Something Worse?07:20 - The Economic Distortion of the 2020s10:30 - Inflation, Tariffs, and the Misconceptions of The Economic Data14:50 - Did Something Break and Are We Stuck in A Low Growth Era17:30 - The Monetary System Has Been Broken Since 200828:50 - Are Stablecoins An Attempted At A Solution? 35:00 - Are Foreigners Moving Away From Purchasing Treasuries?37:15 - What Happens If The US Embraces Stablecoins?40:10 - What Comes Next for Markets and Money?44:10 - What Happens with The Dollar and Stocks In This Environment? We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

    48 min

  8. FEB 14

    Episode 17:Inflation and The Rotation Out of US Assets. With Julian Brigden

    MI2 Partners' Julian Brigden hates to say he told you so, but, well, he told everyone so: "The idea that inflation is defeated is a joke." Now, with a hotter than expected CPI report earlier this week, and January's biggest dip in retail sales in almost 2 years, what's going on? Julian joins Maggie Lake to discuss where the market is mispriced, the threat of a great rotation out of US assets and the bold and risky plans the Trump Administration may be considering to bring down the deficit. Hang on to your hat. Join MI2 Partners on Substack here: https://mi2partners.substack.comhttps://mi2partners.com/macrocapture-landing-page/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.comChapters 00:00 Market Overview: Stocks vs. Bonds 02:58 Navigating Volatility in Today's Market 06:13 The Gold and Silver Trade Dynamics 09:08 US Dollar and Global Economic Policies 11:52 The Future of US Debt and Economic Strategy 15:09 Implications of Economic Changes on Workers and Stocks 21:34 The Future of Europe: Pessimism and Potential 22:46 Contrarian Views on European Stocks 23:42 Economic Implications of European Defense Spending 25:52 US Dependency on Foreign Investment 28:22 The Fragility of US Economic Growth 30:41 The Risks of Overconsumption in the US 33:02 The Macro Trends Influencing Global Investment 35:24 The Future of US Equities and Inflation Risks 39:32 Navigating Market Volatility and Investment Strategies *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

    39 min
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Ratings & Reviews

5
out of 5
4 Ratings

About

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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