Mish Schneider of MarketGauge returns to Talking Markets to break down why she thinks key areas of the market may be bottoming, and what she’s watching next. From XLE and natural gas to uranium and solar, Mish chats to Maggie Lake about the technical levels that matter now, and where she’s seeing low-risk opportunities. She also weighs in on gold, silver, small caps, the stocks she's watching right now, and an update on the Vanity Trade. For more on Mish's work: https://marketgauge.com/ & get Mish's free daily here: https://micheleschneider.substack.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://themarkethouse.substack.com/Connect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.Chapter: 00:00 - Introduction with Mish 01:35 - What to Make of the Bond Market 05:00 - The Dollar Outlook 07:50 - Gold: Ready for a Breakout? 10:50 - Is a Downturn on the Horizon? 15:00 - Time for Energy to Make a Move 21:45 - Do You Still Like Solar? 26:30 - Opportunities in Drone Technology 29:35 - Bitcoin & Crypto: Real Cash Flow Coming In 31:25 - The Vanity Trade Update

After a rough end to the week last week, stocks are recovering today - was last Friday just a blip? Joining Maggie Lake to discuss is the one and only Dale Pinkert, TradeGateHub coach and trader extraordinaire. He'll be updating us on precious metals, the dollar, TLT, and oil, as well as a sector that could be ready to break out. Join TradeGateHub for free here: https://tradegatehub.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://themarkethouse.substack.com/*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.Chapters:00:00 - Introduction with Dale Pinkert 03:00 - What’s Next for the Dollar? 07:50 - Silver, Gold & Precious Metals Outlook 13:00 - Bitcoin vs. a Rallying Dollar 17:45 - Is a Market Pullback Coming in August? 19:00 - Bond Market Signals & Rate Pressure 22:00 - Tesla Talk: Is the Rally Real? 24:50 - Can Cannabis Finally Turn Around? 26:45 - Berkshire Hathaway & Big-Cap Positioning 29:40 - Energy Sector Setup & Macro Implications

The US economy grew at 3% in Q2, beating expectations and strongly helped by the US consumer. Meanwhile, all eyes are on the Fed, as well as Microsoft and Meta earnings. Joining Maggie Lake today is our favorite squirrel and great friend of the show, Rupert "Blind Squirrel" Mitchell. Maggie and Rupert discuss the market movers of the day in this relentlessly busy week, as well as why the Squirrel is still a bond bear, and his take on China, the Gulf, commodities, and more. Thank you as ever to the Squirrel for getting up at the crack of the dawn in Australia to join us... You can find more of Rupert's work here: https://substack.com/@blindsquirrelmacroDon't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://themarkethouse.substack.com/Connect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

The US-EU tariff deal over the weekend saw stocks rise today, while the US dollar rose against the euro. Joining Maggie Lake today on Talking Markets to discuss the market impact is Noelle Acheson, author of Crypto is Macro Now. Also up for discussion: why Noelle sees potential market regime change in both crypto (is alt season finally here?) and traditional markets (tariff relief but what does that actually mean?) They also discuss the big week ahead, with earnings (4 of the Mag 7 reporting), the Fed's announcement on Wednesday, and some economic data (jobs and GDP). Whew...!For more from Noelle: https://www.cryptoismacro.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://themarkethouse.substack.com/Connect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Markets rallied today on a US–Japan trade deal, but according to Darius Dale, the bigger story is what’s happening at the Fed. In this episode, the 42 Macro founder lays out why he believes we’re in a true regime change moment, and how investors should position for what’s next. Maggie and Darius discuss 42 Macro's KISS model, what metrics matter right now, and Darius' take on stocks, gold, Bitcoin, bonds, and more. For more from Darius: https://42macro.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://themarkethouse.substack.com/*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Joining Maggie Lake on Talking Markets today is Peter Boockvar, CIO of Bleakley Financial Group and author of the Boock Report. With Europe and the US seemingly barreling towards a trade war, a busy earnings week ahead (including Alphabet and Tesla), and a far right election surge in Japan, there's lots to talk about. And of course, we'll be taking your questions, too. For more from Peter, join him over on Substack at: 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://themarkethouse.substack.com/*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Joining us today on Talking Markets for the first time is Bob Elliott, CIO of Unlimited Funds and PM of $HFGM & $HFND. Bob thinks the second half of 2025 is going to be a "season of disappointment" due to a combination of high expectations, softening growth, and a Fed on hold. We'll be discussing how he's playing it, what would change his mind, and his thoughts on the coming year. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://themarkethouse.substack.com/Connect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.00:00 - Introduction with Bob Elliott00:30 - Is Trump Trying to Fire Jerome Powell?03:00 - What to Expect from Foreign Treasury Purchases05:10 - How Does the U.S. Economy Really Look Right Now?08:40 - Would Firing Powell Cause Market Chaos?11:10 - Takeaways from the Bank of America Fund Survey14:00 - S&P vs ISM: Diverging Signals?16:20 - What's Next for Bonds?18:30 - The Bank SLR and Systemic Risk22:30 - Bitcoin & Ethereum Price Run-up: What’s Driving It?25:00 - Bob Elliott’s Outlook on Unlimited Funds ETFs27:45 - Are Institutions Underexposed to U.S. Equities?31:15 - Is the Market Setting Up for a Pullback?

Vincent Deluard returns to Talking Markets with a bold thesis: Asia is experiencing a "reverse currency crisis," one that could challenge the US dollar’s dominance and reset how global capital flows. The Director of Global Macro Strategy at StoneX explains why the forces behind the 1997 meltdown have flipped, and what it means for currencies, commodities, and geopolitics. Up for discussion: What's really driving the weakness in the dollar, why Asian currencies could be due for long-overdue strength, and how investors might position with gold, oil, and Latin American currencies. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://themarkethouse.substack.com/Connect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.Chapters:00:00 - Introduction with Vincent Deluard01:30 - Making Sense of Recent Price Action and Market Conditions05:30 - Will We See a Market Correction in July?08:10 - Three Key Triggers That Could Spark a Sell-Off13:20 - Are We Seeing Signs of a Market Top?15:45 - Where Is the 10-Year Treasury Yield Headed?19:00 - What Tariffs Could Mean for Corporate Profit Margins22:00 - A Reverse Asian Currency Crisis Is Brewing28:15 - What Happens If Asian Currencies Start Gaining Strength?31:50 - Strong Asian Assets = Inflation Risk for the U.S.?36:10 - Is the U.S. Dollar Headed Higher Over the Next 3–6 Months?

Kevin Muir, author of The Macro Tourist, joins Maggie Lake on Talking Markets as we enter a critical week for reaching trade deals. With tariffs meant to come into effect for a bunch of countries starting Wednesday, and threats of a new 10% tariff on all countries aligning with BRICs, might we see some ongoing volatility this week? Kevin breaks down what it all means for the dollar, how to read the bond market’s reaction, what investors should watch, and his take on what the Fed's thinking right now. For more from The Macro Tourist: https://posts.themacrotourist.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://maggielake.substack.comConnect with me on Twitter: https://x.com/maggielakeChapters:00:00 - Introduction with Kevin Muir01:30 - Market Price Action After Trump’s Tariff Talks & “The Big Beautiful”03:00 - The Trade War Isn’t Over, But Markets Think It Is05:00 - Is “The Big Beautiful” Bill Really That Stimulative?09:15 - The Real Impact of Tariffs Is Still Unknown14:05 - Trickle-Down Economics: Does It Still Work?16:20 - What’s Interesting About This Current Rally?20:20 - Kevin’s Short-Term Market Outlook26:55 - The U.S. Dollar: Strength or Turning Point?32:55 - Winners and Losers If the Dollar Collapses35:50 - The Oil-to-Gold Ratio: A Macro Indicator to Watch42:00 - Fun Questions to Wrap It Up*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

The Morning Navigator's Tony Greer is back, and he's bullish - bullish on stocks anyway, not so much gold. He joins Maggie Lake on Talking Markets today to discuss why he thinks we're in a risk-on environment, why everyone is UNDERinvested in the US, thoughts on the progress of the "big, beautiful bill," and more. 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*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.