Maggie Lake Talking Markets

Despite the US blockade of the Strait of Hormuz and oil surging again, the S&P 500 remains what Crypto is Macro Now author Noelle Acheson describes as "bewilderingly" resilient. Today on Talking Markets, she sits down with Maggie Lake to discuss whether the kick-off of earnings season can provide enough of a shield to protect stocks from a global energy shock, break down the "strange" sideways price action in Bitcoin, and why gap between consumer sentiment and Wall Street has never been wider. Follow Noelle's work here: 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.

Is the current market strength a genuine recovery or a dangerous trap? TradeGateHub coach Dale Pinkert joins Maggie Lake on Talking Markets to discuss a mixed bag of data: despite March CPI heating up to 3.3% y-o-y and consumer sentiment hitting an all-time record low, US stocks are pushing green on the back of an Iran ceasefire rally. In this episode, Dale breaks down whether the technicals support this "peace pivot" or if the looming threat of an even hotter April inflation print means we are headed for a major reversal. 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

Following the announcement of the Iran ceasefire, stocks are soaring and oil prices plunging. Jared Dillian, editor of The Daily Dirtnap, joins Maggie Lake on Talking Markets to explain why he thinks markets may significantly overshot in both directions, and discuss whether this relief rally is a genuine turning point or a dangerous trap for those ignoring the underlying geopolitical risks. Jared also updates us on his broader macro outlook, where he has been nailing trades in commodities, metals, and international stocks. Get more from Jared here: www.jareddillianmoney.com Follow Jared on ‪‪@MacroDirtCast‬ And on Instagram: @DJstochasticSupport us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse

The Morning Navigator himself, Tony Greer, joins Maggie Lake on Talking Markets today to discuss why he thinks new highs in oil and the VIX lie ahead, and what he's monitoring in stocks, energy, bonds, and more, as the Iran war continues to be the biggest headline driver of markets. For more on Tony's webinar April 9th: https://tgmacro.com/webinar/Follow The Macro Dirt: ‪‪‪@MacroDirtCast‬ TG on Substack: https://tgmacro.substack.com/Support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse

Tom Thornton of Hedge Fund Telemetry joins Talking Markets to kick off what is likely to be a complex, volatile April. With a SpaceX IPO filing hitting the tape, Tom shares why he isn't rushing to trade it. He provides a deep dive into the broader economy, highlighting the threat of stagflation as rising energy prices clash with weakening manufacturing data. Tom also discusses the geopolitical landscape and Iran's unchanged stance before breaking down his technical outlook for the S&P 500, gold, and crypto, explaining why he believes these markets have yet to find a durable bottom.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

Joining Maggie Lake on Talking Markets today is Harry Melandri. Harry draws a striking parallel between today's macro environment and the lead-up to the 2008 financial crisis. Rising bond yields, spiking energy prices, and tightening credit conditions... Harry argues the signs of "deja vu all over again" are hard to ignore. With oil prices up more than 40% in March alone, the Fed has been pushed into wait-and-see mode, and 10-year Treasury yields have hit their highest level since July 2025. Could 2025 be the new 2008? Follow Harry on Substack here: https://respicefinemmacro.substack.com/Join us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse

It's Dale Pinkert Fri-no wait, Wednesday...! The TradeGateHub coach joins us today as Maggie Lake is traveling on Friday. And what a day to have Dale with us - we'll be getting his take on the moves in bonds, oil, stocks, and more. 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 *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice

David Rosenberg, founder and president of Rosenberg Research, joins Maggie Lake on Talking Markets to discuss the cracks he sees across all asset classes. While stocks rallied today on President Trump's postponement of strikes on Iran, Rosie is concerned that the technical picture is looking very concerning. Also up for discussion: why David thinks the market is wrong about rates and bonds and his view on hard assets after gold's big tumble. Follow David on Substack here: https://substack.com/@davidrosenbergConnect 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 Friday, which means we're closing out the week with Nostrapinkert himself, TradeGateHub Coach Dale Pinkert. Dale joins Maggie Lake to discuss WTF is happening with bonds, what he thinks of the S&P now it's nearing that 6,540 level he flagged last week, and what he's seeing in the dollar, oil, metals, stocks, and more. 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 *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice

Joining us on Fed Day (after what he called a "yawner" of a statement) is Peter Boockvar, CIO of One Point BFG Wealth Partners and author of The Boock Report. Peter joins Maggie Lake to break down the latest from the Fed and why it's playing a backseat role to the price of oil, well as his outlook for the AI trade, international markets, the dollar, bonds, 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.