Maggie Lake Talking Markets

In today's episode of Talking Markets, Maggie Lake is joined by Blake Morrow, Co-Founder at Forex Analytix, to break down everything moving markets: from the shock trading halt on the London Metal Exchange, to President Trump's latest demand that the Fed cut rates "right now." With a Fed meeting on the horizon and no rate cut expected, the pressure is building. We dig into what the bond market is signaling, why inflation isn't going away anytime soon, and what all of this means for traders navigating an increasingly volatile macro environment.Follow Blake on X here: https://x.com/PipCzarSupport 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

Every week feels like a year at the moment, but we're happy to be wrapping this one up with TradeGateHub Coach Dale Pinkert. Dale joins Maggie Lake to discuss what the Iran conflict means for oil and energy markets, how equity volatility is likely to evolve from here, and where the dollar goes in a prolonged geopolitical crisis. Also discussed: key levels for ags, metals, bonds, 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

Today on Talking Markets, Maggie Lake is joined by Mish Schneider, Chief Strategist at MarketGauge.com. Mish will be discussing why her equity exposure is currently light, why she's long bonds, and what the Economic Modern Family are signaling about the economy. Plus: key levels to watch in crypto, commodities, 'Cold War 2.0' in the race for critical materials, and the financial stress signals developing in private equity, banks, and elsewhere.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

Markets rebounded but should investors sell the rip? Today on Talking Markets, Maggie Lake sits down with Aahan Menon, founder of Prometheus Research, to break down what the data is really saying about where markets are headed. Aahan shares how Prometheus's systematic approach is navigating the current turbulence, from bearish signals in US equities to the historic dislocation in energy markets. Plus, why the real opportunities right now may not be where most investors are looking. From global expected returns to how to position when markets fall apart, this is a conversation you don't want to miss...You can find more on Aahan's work at: https://substack.com/@prometheusresearchSupport 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! And boy do we need to chat to him today. WTI oil is soaring close to $100, Dale's wheat trade is working out phenomenally, and BlackRock has limited withdrawals from one of its private-credit funds. What a week. Maggie Lake catches up with Dale to get his update on all of the above and more. Follow TradeGateHub on YouTube here: ‪@TradeGateHub‬ Join Dale's Discord here: discord.gg/FjKsXNuzbBPlease support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse

Vincent Deluard, Director of Global Macro at StoneX Group, joins Maggie Lake on Talking Markets today to discuss Iran's "Pandora's Box," an update on what he called his trade of 2026 back in January (energy - nailed it!), and why he thinks "all roads lead to secular inflation." 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.

Joining us today on Talking Markets is Phil Dauber, Wall Street veteran and author of the Morning Musings Substack. With all eyes on the Iran conflict and how long the Strait of Hormuz will be disrupted, Phil chats with Maggie Lake about the big winners and losers in the market, why markets aren't pricing in an oil shock, and what may happen in Iran next. Plus: credit risks, echoes of 07-08, and the passive tsunami. For more from Phil: https://phildauber.substack.com/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 the final Coach Dale Friday of February! With inflation speeding and major indexes finishing the month at a loss, what are the charts telling the TradeGateHub Coach? Maggie Lake will get Dale's update on metals, oil, stocks, and more - including what Dale is looking at in China. Follow TradeGateHub on YouTube here: ‪‪‪‪@TradeGateHub‬ Join Dale's Discord here: www.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

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.