Podcast Episodes

Episode 48: "This Is A Crazy, Dangerous Market." With Thomas Thornton

Season 1 Episode 48

Bitcoin is soaring, meme coins are charging higher and Mag 7 stocks are back in the driver's seat. How should investors approach this relentless year-end rally? Maggie Lake sits down with Thomas Thor…

Published on 1 year ago

Episode 47: Is This The Last Fed Rate Cut? With Brent Donnelly

Season 1 Episode 47

Spectra Markets President Brent Donnelly says we have sticky inflation, "which is not mission accomplished, at all." So, will sticky inflation throw a wrench in the Fed's plans? And with a total of 6…

Published on 1 year ago

Episode 46: Is the Santa Rally Out Over Its Skis? With The Blind Squirrel

Season 1 Episode 46

An as-expected inflation reading powered another strong advance for US stocks, but is this year end rally looking tired? Maggie Lake sits down with Rupert Mitchell, author of the Blind Squirrel Macro…

Published on 1 year ago

Episode 45: The Asian Flows No One is Talking About. With Weston Nakamura

Season 1 Episode 45

Nine major central banks are meeting this week to decide monetary policy. Maggie Lake sits down with Weston Nakamura, author of Across the Spread substack, to discuss the outlook for the dollar and w…

Published on 1 year ago

Episode 44: Short Equities From Early January? With Juliette Declerq

Season 1 Episode 44

Could the US be in for a turbulent 2025 before the dawn of a bright future? JDI Research founder Juliette Declercq thinks so - and she sat down with Maggie Lake for a special deep-dive interview on h…

Published on 1 year ago

Episode 43: Is A Political Fight Brewing For The Fed? With Harry Melandri

The moderate pace of hiring in November is keeping hopes alive for another rate cut from the Fed, but is the US central bank on a collision course with the new Trump administration? Maggie Lake sits …

Published on 1 year ago

Episode 42: Is It Time To Exit Stocks? With Peter Boockvar

Season 1 Episode 42

The labor market is showing some signs of softening but stocks continue to charge higher. Is the bull rally getting over-extended? Maggie Lake sat down with Peter Boockvar to talk about the two-lane …

Published on 1 year ago

Episode 41: Is Housing Signaling A Coming Recession? With Warren Pies

Season 1 Episode 41

Can US stocks continue to power higher into the close of the year? Maggie Lake sits down with Warren Pies, co-founder and strategist at 3Fourteen Research, who breaks down the seasonal effects and ch…

Published on 1 year ago

Episode 40: The Bear Case For The Dollar. With Jared Dillian

Season 1 Episode 40

Investors approve of President Trump's pick for US Treasury Secretary, but what will economic policy look like under Scott Bessent if he gets confirmed? Maggie Lake sits down with Jared Dillian, auth…

Published on 1 year ago

Episode 39: How To Trade the Risk-On Rally. With Dale Pinkert

Season 1 Episode 39

US stocks, the dollar and bitcoin are all ripping higher. Maggie Lake sits down with Dale Pinkert, Trading Coach at TradeGateHub, to talk about how much further this risk-on rally can run and the key…

Published on 1 year ago