Podcast Episodes

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 saying than TradeGateHub Dale Pinkert? Dale will be sh…

Published on 8 months, 1 week 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. Joining Maggie Lake to make sense of it all is Andy Con…

Published on 8 months, 1 week 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 Bleakley Financial Group and author of The Boock Repor…

Published on 8 months, 2 weeks 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 President Brent Donnelly joins Maggie Lake to discuss w…

Published on 8 months, 2 weeks 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-over he's starting to see in junk bonds (and why i…

Published on 8 months, 2 weeks 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 be sharing why Scott Bessent's 3-3-3 plan is "not r…

Published on 8 months, 2 weeks 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 Ides of March.') Nailed it... So, what does the Di…

Published on 8 months, 3 weeks 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 takes from both “sides.” In this special Talking …

Published on 8 months, 3 weeks 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, it just feels like 84 years. Jacob joins Maggie La…

Published on 8 months, 3 weeks 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 Rupert was on Talking Markets (December 2024), he to…

Published on 8 months, 3 weeks ago