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Episode 37: Where Is The Dollar Headed Next? With Dale Pinkert.
Season 2 Episode 37
"Too late to sell, too early to buy." US markets endured wild swings again today. Who better to join Maggie Lake to dig into what the charts are sayi…
1 year, 3 months ago
Episode 36: Deconstructing The Market Bloodbath. With Andy Constan.
Season 2 Episode 36
Talk about a wild day. US markets were whipsawed by rumors out of DC. The Dow moved 2500 points intraday with stock volume at an 18 year high. Joini…
1 year, 3 months ago
Episode 35: Market Fallout From Tariffs. With Peter Boockvar & Dave Floyd.
Season 2 Episode 35
On this tariff episode, which we taped live while President Trump as annoucing the news, we had both Peter Boockvar, Chief Investment Officer at Blea…
1 year, 3 months ago
Episode 34: What Will Tariffs Mean For The Dollar? With Brent Donnelly.
It's been a rough day to end a rough quarter for markets - the worst since 2022, in fact. Ahead of Wednesday's tariff deadline, Spectra Markets Presi…
1 year, 3 months ago
Episode 33: Are Junk Bonds Flashing Warning Signs? With Tavi Costa.
Season 2 Episode 33
We're wrapping up the week on Talking Markets with Tavi Costa, macro strategist at Crescat Capital. Tavi will be chatting with Maggie about the roll-…
1 year, 4 months ago
Episode 32: Why The US Needs Rates to Fall. With George Goncalves.
Season 2 Episode 32
George Goncalves, Head of US Macro Strategy at MUFG, joins Maggie Lake for the first time on Talking Markets. The 25+ year bond market veteran will b…
1 year, 4 months ago
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, 4 months 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, 4 months 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, 4 months 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, 4 months ago