Maggie Lake Talking Markets

Nov 9th. Could long bonds be the surprise winner this winter? Vincent Deluard, Director of Global Macro at StoneX Group, joins Maggie Lake on Talking Markets to explain why he sees a potential rally in Treasuries, what falling stocks and a slowing economy mean for the Fed, and why he believes an equity bear market is unfolding.Meanwhile, Wall Street is rebounding from last week's brutal AI selloff, but Nvidia shares are plunging as the company investigates reports that CEO Jensen Huang was targeted by a Chinese intelligence operation. What does the turmoil mean for the broader market?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.#stockmarket #nvidia #oil #yields #macrostrategy #vincentdeluard #maggielake #investing #marketforecast #bonds #tariffs #markettrends #podcast #rates #usdollar #asia #gold #inflation #stagflation #japan #eurozone #france #germany #ukequities #geopolitics #forex #carrytrade #wallstreet #recession

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.