Maggie Lake Talking Markets

Dale Pinkert, trading coach at TradeGateHub known for FX, commodities and energy analysis. He breaks down silver’s parabolic blow-off and where metals might correct. He maps key dollar pivots and explains how dollar moves steer commodities and equities. He flags tech and small-cap vulnerabilities, copper downside, and tells you what to watch next in FX, energy and risk positioning.

Kevin Muir, author of The Macro Tourist and a keen observer of global financial flows, shares his insights on the market's shifting landscape. He suggests that silver may have peaked and discusses why Canadian energy is a smart investment. Kevin delves into the implications of the U.S. current account deficit and warns of risks if the AI boom fades. He believes a rotation from tech-heavy stocks is underway, recommending a shift towards small caps and resources, while cautioning against the unique risks facing U.S. assets.

Dale Pinkert, a trading coach at TradeGateHub, dives deep into market dynamics. He shares his insights on oil, suggesting a bullish outlook tied to geopolitical tensions. The discussion covers the complexities of trading amid fast-moving headlines, with Dale advocating for strategic moves in commodities. He believes silver is vulnerable but sees potential in oil and natural gas. Plus, he analyzes the dollar's strength and shares thoughts on China’s equity weakness, offering listeners a wealth of actionable trading strategies.

Tony Greer, Founder of TGMacro and an expert macro trader, joins to discuss the surging metals market, attributing the rally to geopolitical risks and strategic inflows. He elaborates on managing extraordinary gains in metals while balancing risk. The conversation explores silver's bullish trend despite market noise, gold's rise driven by safety demands, and a broader commodity rotation including oil and uranium. Greer also shares insights on financial sectors, advice for reallocating profits, and his views on cryptocurrency trading.

Corvin Codirla, an investment banking and hedge fund veteran turned quantitative trading educator, dives into the complexities of modern trading. He discusses the significance of stress-testing portfolios amid market volatility and the common pitfalls traders face, especially in a high-excitement environment. Corvin also explores the effectiveness of trend following and offers insights on the potential bubble in the US equity market. He emphasizes the value of diversification beyond traditional portfolios and shares the role of sentiment-gauging tools like Polymarket.

Join trading coach Dale Pinkert as he dives into the current market landscape with Maggie Lake. With a keen eye on technical analysis, he discusses factors influencing oil, Bitcoin as a risk indicator, and the implications of dollar movements. Dale cautions on semiconductor stocks like Micron and ASML, highlights bond market potential, and evaluates housing risks. He offers insights on tradeable bottoms versus risky picks and shares his thoughts on gold and silver strategies. Packed with market wisdom, this conversation is a must-listen for traders!

Vincent Deluard, Director of Global Macro Strategy at StoneX Group, is a leading macro strategist known for his insights on market trends. In this discussion, he dives into Venezuela's impact on Latin American markets and why he believes energy is the standout trade for 2026. Vincent also shares predictions about a resilient labor market and a dovish Federal Reserve, while exploring hot tips on gold, China, and European fixed income. An engaging mix of current events and future forecasts awaits!

In this insightful conversation, Jared Dillian, a financial writer and market commentator, discusses the significant market fallout from the US strikes in Venezuela. He argues that the recovery of Venezuelan oil requires years of investment, limiting immediate production impacts. Dillian also analyzes the shifts in Latin American markets following regime change, explores tech sentiment and its vulnerabilities, and reveals his views on the future of silver and gold. With a focus on energy and metals, he identifies key investment opportunities amid geopolitical turmoil.

Maggie Lake chats with Thomas "Tommy" Thornton, founder of Hedge Fund Telemetry, known for his sharp market insights. Tommy forecasts 2026's market landscape, highlighting potential shorting opportunities due to concentrated leadership in top S&P stocks. He also discusses his bearish outlook on long-term bonds amidst high deficits. Tommy critiques EV valuations, especially Tesla, and shares compelling long ideas like Adobe. With a keen eye on market volatility and retail investor trends, he prepares for an active 2026 in tactical trading.

Dale Pinkert, a trading coach at TradeGateHub, dives into the recent surges in gold and silver, exploring whether their momentum can continue. He analyzes the U.S. dollar's pivotal role in market dynamics, highlighting key trading levels and implications for equities and bonds. Dale also shares his critical views on the AI trade and skepticism around semiconductor stocks. Additionally, he discusses geopolitical factors affecting the euro and offers insights on junior silver miners, stressing the importance of risk management and trading mechanics.