
Maggie Lake Talking Markets
Maggie Lake breaks down all the daily market action with the best minds in finance. Join us after the US market close each day for smart conversation that will help you understand this complex investing landscape and build wealth without losing your sanity. If you want knowledge, civility, karaoke and the occasional cocktail recommendation, you've come to the right place.
Latest episodes

Jun 23, 2025 • 44min
Episode 66: The Money Illusion. With George Noble.
George Noble, Head of Noble Capital Advisors, shares his seasoned insights on current market illusions, claiming equities are down significantly against gold. He dives into the psychological effects of geopolitical tensions, especially U.S. actions in Iran, and how they impact investor sentiment. Noble advocates for gold as a long-term investment while expressing skepticism towards Apple. The discussion also touches on the energy market's intricacies, the implications of European policies, and the challenges posed by inflation in shaping future investment strategies.

Jun 18, 2025 • 33min
Episode 65: Has A Bear Cycle Taken Hold? With Katie Stockton.
Katie Stockton, founder of Fairlead Strategies and PM of the TACK ETF, returns to share her expertise on market trends. She discusses bearish signals emerging in equities and the dollar, while highlighting the rising momentum in gold and oil. The conversation takes an intriguing turn with a potential rebound for utilities amidst market volatility. Stockton also delves into the implications of the latest Fed meeting and the significance of a cautious investment strategy in these unpredictable times.

22 snips
Jun 16, 2025 • 46min
Episode 64: The Outlook for War and Energy. With Doomberg.
Doomberg, the insightful author behind the Doomberg Substack, joins to analyze the recent Israel-Iran conflict and its impact on global energy markets. They delve into how geopolitical tensions are driving oil and gas prices and discuss the implications for the broader commodity landscape. Topics like energy independence, U.S. policies, and the future of nuclear energy come into play. Additionally, the role of AI in shaping future energy demands is explored, posing intriguing questions about tech and energy interdependencies.

Jun 13, 2025 • 55min
Episode 63: Oil - The Match That Sparks A Crisis? With Michael Gayed & Weston Nakamura.
Michael Gayed, a savvy Portfolio Manager and publisher of The Lead-Lag Report, teams up with Weston Nakamura, the founder of Across the Spread Research, to dissect the market's reaction to rising tensions in the Middle East. They delve into how a spike in oil prices could unsettle Japan's fragile government bond market. Discussions include Japan’s economic strategies, potential safe-haven investments amidst volatility, and the dynamics between stocks and bonds during crises. Their insights promise to put a new spin on your market outlook!

9 snips
Jun 11, 2025 • 34min
Episode 62: Is The Fed Falling Behind? With Brent Donnelly.
Brent Donnelly, President of Spectra Markets, shares his insights on whether the Fed is lagging behind as inflation cools. He explores the potential shifts in interest rates and their impact on the economy. The conversation dives into currency risk for investors, particularly in emerging markets, and discusses the outlook for global currencies compared to the USD. Brent highlights the trend toward increased central planning due to rising debt and suggests strategies for navigating international investments amidst fluctuating currency values.

8 snips
Jun 10, 2025 • 36min
Episode 61: Are Commodities Grossly Undervalued? With Mish Schneider.
Mish Schneider, Chief Strategist at MarketGauge.com, joins to share her insights on why she believes commodities are currently "grossly undervalued." She dives into tactical opportunities across various sectors, including uranium, silver, and soybeans. The conversation touches on signs of stagflation, the implications of large fiscal bills, and even a bit of optimism for electric vehicle stocks like Tesla and Rivian despite market noise. Mish emphasizes a proactive approach to trading amidst geopolitical tensions and evolving economic trends.

Jun 8, 2025 • 27min
Episode 60: Geopolitical Threats & Opportunities. With Jacob Shapiro and Dee Smith.
Join Jacob Shapiro, Head of Geopolitical and Macro at The Bespoke Group, and Dee Smith, CEO of Strategic Insight Group, as they dissect the far-reaching implications of Operation Spider's Web. They explore Ukraine's drone strikes and their potential impact on warfare rules and commerce. The conversation delves into economic nationalism as a precursor to conflict, U.S. diplomatic efforts, and the evolving landscape of defense procurement. Tune in for insights into geopolitical chess moves that investors should watch closely!

6 snips
Jun 4, 2025 • 33min
Episode 59: The Elon Effect on Gold. With Tony Greer
Tony Greer, Editor of the Navigator Newsletter and co-host of the Macro Dirt Podcast, shares his insights on how Elon Musk is becoming an unexpected advocate for gold and Bitcoin. He discusses market dynamics amid rising gold prices, the impact of tariffs on investments, and ongoing volatility in stocks. Greer also explores the cautious optimism surrounding commodities and the influence of institutional investments in Bitcoin ETFs, all while emphasizing the importance of strategic trading amidst current economic uncertainties.

Jun 2, 2025 • 42min
Episode 58: Is The Dollar Bear Trade Too Crowded? With Dale Pinkert
In this discussion, trading coach Dale Pinkert from TradeGateHub shares his insights on the current financial landscape, including the U.S. dollar’s recent trends and strategic trading approaches amidst market uncertainty. He analyzes various assets like TLT and DXY, while diving into the dynamics of oil markets and the influences of geopolitical events. Pinkert also explores gold and silver trends, discussing potential risks in a crowded trade. Listeners benefit from his expert tips on psychological biases in trading and the importance of tactical decision-making.

Jun 2, 2025 • 1h
Episode 57: Recession, Then More QE. With David Rosenberg
David Rosenberg, the president of Rosenberg Research and a seasoned expert in economics, joins to discuss the intricate dynamics of the current market landscape. He argues why long-term Treasuries are undervalued, despite widespread pessimism. Rosie reveals the housing market's pivotal role as a leading indicator and draws parallels to 2007. He emphasizes the significance of soft data over flashy headlines and offers insights on constructing resilient portfolios in today's unpredictable environment.