Maggie Lake Talking Markets

Are bond investors losing faith in the Fed? Maggie Lake sat down with Michael Kao, CEO of Akanthos Capital Management, who thinks the recent run up in bond yields is a sign investors are worried about inflation and think the Fed is making a mistake by cutting interest rates. Michael also weighed in on the election, oil prices why investors should beware of the underappreciated risks around gold and Bitcoin. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.comFind Michael's work: https://substack.com/@urbankaoboy *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

With a tightly contested US presidential election just over a week away and geopolitical tensions high investors are understandably looking for ways to protect their money, but what asset class provides that? Maggie Lake sat down with Noelle Acheson, author of the Crypto is Macro Now substack newsletter, to talk about why gold and Bitcoin may be better safe havens than bonds right now. They also look at the latest effort by BRICS countries to replace the US dollar as the world's dominant currency. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: Connect with me on Twitter: ⁠https://x.com/maggielake https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice

US stocks have been selling off as investors nervously watch treasury yields march higher. What is the bond market afraid of? Maggie Lake sat down with Tommy Thornton, Founder of Hedge Fund Telemetry to discuss the volatility in bonds. Tommy thinks investors are nervous about the election, nervous about inflation and think the Fed was wrong to cut rates aggressively in September. He is worried a bond revolt could send yields higher and stocks lower. When market veterans like Tommy get nervous, we listen up. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

David Rosenberg, Founder of Rosenberg Research, is a well known bond bull, but the upcoming US election and massive fiscal spending have him nervous. Maggie Lake sat down for this extended conversation with David who talks about what he got wrong in the last year, what he is worried about looking ahead to 2025 and why he thinks retirees are way too over-exposed to equities. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

You don't want to trade the election, but you might want to take out a little insurance, especially if you are counting on a Trump win. Maggie Lake sat down with Kevin Muir, author of the Macro Tourist newsletter to talk about the risks around the US election and why investors should beware group think. He also lays out his bear case for bonds, bull case for gold and some unexpected opportunities for investors who are nimble. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

The massive amounts of energy needed to fuel the growth of artificial intelligence is about to fundamentally reshape global energy markets. Maggie Lake sits down with Doomberg, author of the widely followed energy Substack to talk about his views on oil, natural gas, geopolitical tensions, and China's supply chain dominance. Don't let the humorous green chicken avatar fool you, Doomberg lays down some seriously bold forecasts including the end of the OPEC cartel, the demise of the European Union, and Nato losing the Ukraine war. Recorded on Monday, October 14, 2024. *Doomberg alters his audio to protect his identity *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. Don't miss out on future episodes - get on the list here: ⁠https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Find Doomberg's work: https://substack.com/@doomberg Connect with me on Twitter: https://x.com/maggielake

US stocks notched up their sixth straight week of gains and some believe investors are starting to position for a Trump victory in the election. Maggie Lake sat down with Mish Schneider, Chief Strategist at MarketGauge.com who warned that may not be a straight forward bet. Mish gave her outlook for yields, fielded live questions on a range of different assets including gold and silver and talked about one of her favorite themes, the consumer vanity trade. She also threw in a few "dumpster dives" for anyone with some patience and a tolerance for risk. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. for more on Mish: https://marketgauge.com/

US stocks finished at record highs again, but is there danger lurking ahead? Maggie Lake sits down with community favorite Dale Pinkert, trading coach at TradeGateHub, to talk about the sustainability of this bull market. Dale taps into his years of experience and mastery of charts to look at which markets are vulnerable and which might power ahead in a time of political uncertainty. Spoiler alert, cash is looking pretty attractive medium term. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. #economy #marketanalysis #talkshow #ratecuts #investing #assetallocation #gold #silver #podcast #stockmarket #bonds #investing #fed #interestrates #trading #dollar #yen #naturalgas #trading #tradingtips

Andy Constan, CEO and CIO of Damped Spring Advisors spent years honing his investment skills at some of the world's most prestigious firms (Bridgewater, Brevan Howard) so when he talks, we listen. Maggie sat down with Andy to get his take on the US economy (strong) the direction of interest rates (higher) and where he sees the best opportunities right now. He also gave some sage advice about how to think about your long term investment strategy. *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. For more on Andy's background check out: https://dampedspring.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: ⁠https://x.com/maggielake

Lance Harvey and Kevin Cook both worked at the New York Stock Exchange in what many people consider its heyday - the 90s. In this episode, Maggie (who reported from the exchange early in her career) chats with them about their careers, what they learned, their mistakes, the life lessons the floor taught them, why it was the “ultimate evolutionary sink or swim,” and a lot more. If trading war stories are your thing, or Wall Street is your favorite movie, this is for you. It’s a cozy sit down with friends that’s just missing the actual fireplace. Oh, and while markets may have changed a lot since Lance and Kevin worked at the NYSE, there are plenty of timeless lessons in here for traders and investors, too. Casting call(!) If you spent time on a trading floor or know someone who did, we’d love to hear from you for future episodes of Stories from the Floor - the new show from Maggie Lake that digs into the unvarnished truth of what it’s really like to work on a trading floor. Drop us a line at maggie@maggielakemedia.com Don't miss out on future episodes - get on the list here: https://gbe08amm2tr.typeform.com/cook... Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com