Joining Maggie Lake for the first time on Talking Markets today, we've got Jim Welsh, author of Macro Tides and a 40+ year market veteran. Up for discussion: Nvidia report earnings after the close - how will markets react? Plus, Jim's market outlook through charts, key levels for 1-year Treasuries, and what Jim thinks is next for the dollar, gold, S&P, and more. For more from Jim: https://www.macrotides.com/

And you and reach him at: [email protected] with 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.

Kicking off the week on Talking Markets, Maggie Lake is joined by Rupert Mitchell, author of the Blind Squirrel Macro Substack, whose whiskers are currently twitching about risk in the stock market. Also up for discussion: gold and silver volatility, the Squirrel's take on uranium, his latest outlook for China, and whether he is still bullish international over US. You can find more of Rupert's work here: https://substack.com/@blindsquirrelmacroConnect with 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.

It's Coach Dale Friday! TradeGateHub coach Dale Pinkert joins Maggie Lake to discuss how his oil call from last week is playing out (well!), what's happening with wheat and the commodity complex, and how the Supreme Court's tariff ruling might play out in markets. And of course, we'll be taking your questions too. Follow TradeGateHub on YouTube here: ‪‪‪@TradeGateHub‬ Join Dale's Discord here: discord.com/invite/FjKsXNuzbBPlease 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

It's Coach Dale Friday! The TradeGateHub coach breaks down the volatile moves in USD/JPY, EUR/USD, and AUD/USD. Following an AI-led equity sell-off and a surprise CPI beat, Dale shares what the charts are telling him in forex, yields, equities, and commodities - and what he sees coming next.Follow TradeGateHub on YouTube here: ‪‪‪@TradeGateHub‬ Join Dale's Discord here: discord.com/invite/f4p9asWBBZPlease 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

Is the software sector’s recent "meltdown" a sign of a structural shift or a massive buying opportunity? On today's Talking Markets, Jeremy Schwartz, Global Chief Investment Officer at WisdomTree, joins Maggie Lake to break down the rotation out of high-growth software and AI names. Jeremy explores whether the market has overreacted to AI fears and if the "capital efficiency" of commodities—specifically gold overlays—now offers a more resilient path forward for investors navigating 2026. They also dive into the seismic shifts happening internationally following Japan’s historic snap election, the surprisingly strong January jobs report and what 130,000 new hires mean for the Fed’s next move under Chair nominee Kevin Warsh.Follow Jeremy's Behind the Markets Podcast http://wisdomtree.com/social-media/Support us on Substack: https://themarkethouse.substack.com Connect with us on X: https://x.com/the_markethouse

Joining Maggie Lake on Talking Markets today is Harry Melandri, advisor at MI2 Partners. They discuss whether the current stock market bounceback is a sustainable recovery or a dangerous "fiscal boost" trap, the fascinating sell-off in gold, silver, and Bitcoin, and why Kevin Warsh is decidedly NOT an inflation hawk. Also up for discussion: Stanley Druckenmiller emerging as the "big winner" due to his protégés' potential roles in the Fed and Treasury, and Harry's fears about what happens to markets that have already discounted "all the possible good news."Follow MI2 on Substack here: https://mi2partners.substack.com/Join us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouseWe know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

On today’s Talking Markets, Maggie Lake is joined by Crypto is Macro Now author Noelle Acheson. Bitcoin is now deep into bear-market territory by traditional definitions, but Noelle shares why she thinks conviction in the crypto narrative remains surprisingly resilient... and discusses whether this cycle really is different from the last one. We also look ahead to a packed macro week, from jobs data and central bank meetings to borrowing estimates that could ripple through bonds, equities, and crypto alike.Connect with Noelle on Substack: https://www.cryptoismacro.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.

Kicking off the week on Talking Markets is Tommy Thornton, founder of Hedge Fund Telemetry. As markets started February positively after a wild week last week, Tom joins Maggie to discuss his outlook for tech, update us on his long and short positions for 2026, and share what he sees next for Bitcoin, the S&P, and more. Follow Tommy on Substack: https://hedgefundtelemetry.substack.com/Connect with 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.

It's Talking Markets with Coach time...! Dale Pinkert joins Maggie Lake today to discuss the dizzying moves in metals, what he's keeping an eye on in agriculture, and where the Mag 7 is after he signaled a "major breakdown" last week. Oh, and we'll be asking him about energy, TLT, currencies, and more. Never a dull moment...Follow TradeGateHub on YouTube here: ‪‪@TradeGateHub‬ Join Dale's Discord here: discord.com/invite/f4p9asWBBZPlease 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

Who better to join us on the most important Fed Day since the last Fed Day than Peter Boockvar, CIO of One Point BFG Wealth Partners and author of The Boock Report? Peter joins Maggie Lake to break down the Fed's decision to hold interest rates steady, and its market consequences, as well as his outlook for the AI trade, the dollar, bonds, the international trade, and more. 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.