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Episode 31: Stocks to Rebound, But There's Trouble Ahead. With Vincent DeLuard.
Season 2 Episode 31
Last time Vincent Deluard was on Talking Markets, he made the case for a March correction (which he also flagged in his December report, 'Beware the …
1 year, 1 month ago
Episode 30: The China Bear Case. With Alexander Stahel
Season 2 Episode 30
We’ve heard a lot about the compelling bull case for China recently on Talking Markets... but our job here is to bring you the smartest, most nuanced…
1 year, 1 month ago
Episode 29: What Do Tariffs Mean For Fed Policy? With Jacob Shapiro
Season 2 Episode 29
It’s been 84 years since we last had Jacob Shapiro, Head of Geopolitical and Macro at The Bespoke Group, on Talking Markets. Well, 7 weeks actually, …
1 year, 1 month ago
Episode 28: China Still A Buy Or Too Late? With Rupert Mitchell
Season 2 Episode 28
Maggie Lake is joined by Rupert Mitchell, author of the Blind Squirrel Macro Substack, to welcome another week of volatility (probably). Last time Ru…
1 year, 1 month ago
Episode 27: Why MAGA Is Terrible For Equities. With Harris Kupperman.
Season 2 Episode 27
In this special edition of Talking Markets, Maggie Lake is joined by Praetorian Capital Management Founder and CIO Harris Kupperman to discuss the po…
1 year, 1 month ago
Episode 26: A Correction Or Something Bigger? With Harry Melandri & Dale Pinkert
Season 2 Episode 26
Maggie Lake is on the road so we're delighted to welcome Harry Melandri, senior advisor to Arque Advisors and author of the Respice Finem Substack, w…
1 year, 1 month ago
Episode 25: Trump's Big Gamble. With Christopher Tipper & Mish Schneider
Hopes of a respite after last week's bruising were dashed today, with a Bloody Monday pretty much across the board. Today, Maggie Lake is on the road…
1 year, 1 month ago
Episode 24: Making European Stocks Great Again. With Jared Dillian
Season 2 Episode 24
"International is going to outperform domestic for the next 2-5 years," Jared Dillian said to Daily Dirtnap subscribers this morning. The Jared Dilli…
1 year, 1 month ago
Episode 23: Navigating Bitcoin And Trade Turbulence. With Noelle Acheson
Season 2 Episode 23
Crypto is Macro Now author Noelle Acheson joins Maggie Lake on Talking Markets to discuss the fallout from President Trump's Strategic Bitcoin Reserv…
1 year, 1 month ago
Episode 22: Finding Opportunity in Volatility. With Thomas Thornton
Season 2 Episode 22
Markets didn't like the slowdown in the February ISM manufacturing index (to 50.3 from 50.9 in January) today, while a surprising increase in the Pri…
1 year, 1 month ago