Maggie Lake Talking Markets

Mags
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Apr 28, 2025 • 35min

Episode 44: Is The Consumer Sector Bottoming? With Mish Schneider.

Mish Schneider, Chief Strategist at MarketGauge.com, dives into pressing market trends. She analyzes the resilience of the consumer sector amidst economic uncertainty and the crucial levels for Bitcoin and the Russell 2000. Mish highlights why silver could be a strong investment following gold and shares insights on uranium and energy sector strategies. With a fresh eye on the cannabis market and global investment opportunities, her expertise offers a keen perspective on navigating today's financial landscape.
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Apr 23, 2025 • 41min

Episode 43: Will the US be a "Crypto Superpower"? With Jeff Dorman.

Jeff Dorman, CIO of Arca, shares his expertise on the evolving landscape of digital assets and the potential for the U.S. to become a crypto superpower under SEC chair Paul Atkins. He addresses common misconceptions around cryptocurrency, emphasizing the need for better education. The conversation shifts to Bitcoin's role as a safeguard against political and financial instability, and explores the integration of blockchain with traditional assets. Dorman highlights the transformative power of stablecoins and the regulatory frameworks needed for unified trading.
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Apr 21, 2025 • 42min

Episode 42: Will Trump Force Powell's Hand? With Ben Miller.

Ben Miller, CEO and co-founder of Fundrise, shares his insights on the turbulent state of U.S. real estate and the pressures mounting on the Federal Reserve. He discusses how President Trump's demands for rate cuts could influence economic stability and the Fed's future decisions. The conversation dives into the resilience of rental housing during downturns and the complexities of U.S.-China relations affecting the market. Miller also highlights the dynamics of Miami's luxury real estate and the potential long-term impacts of AI investments amid economic uncertainty.
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Apr 16, 2025 • 39min

Episode 41: Time to Get On Offense? With Erik Renander.

In this engaging discussion, Erik Renander, a former hedge fund PM and author of the YWR Substack, delves into market dynamics and investment strategies. He argues that the NASDAQ resembles a 'balloon looking for a pin,' and dismisses fears that tariffs will lead to a new Great Depression. Renander emphasizes the need to focus on opportunities in emerging markets and European equities. He also highlights rising yields and encourages a diversified approach to asset allocation amid volatility, presenting a contrarian outlook for savvy investors.
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8 snips
Apr 14, 2025 • 35min

Episode 40: Don't Buy The Dip 'Til The Insiders Do. With Jesse Felder.

Jesse Felder, founder and editor of The Felder Report, shares insider insights on navigating current market uncertainties. He discusses whether the trend of 'buying the dip' is over and the significance of insider buying in fostering optimism. The conversation touches on market volatility, inflation dynamics, and the potential for a stagflationary environment influenced by AI and labor demands. They also analyze the appeal of international markets and real assets like gold amidst ongoing economic challenges.
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Apr 11, 2025 • 32min

Episode 39: More Pain Ahead? With Jared Dillian.

Join Jared Dillian, editor of The Daily Dirtnap and founder of Jared Dillian Money, as he dives into today's market dynamics. He breaks down the lower-than-expected CPI number and its impact on the dollar, questioning the bond market's chaotic state. Explore the potential for gold, discuss options trading strategies in this volatile climate, and hear insights on the S&P’s future. Plus, don't miss his excitement about DJing at the Wet Republic pool party in Vegas!
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Apr 9, 2025 • 37min

Episode 38: Is the US Stock Rout Over? With Tony Greer.

Tony Greer, a veteran trader and editor of the Navigator Newsletter, dives into the turbulence of the stock market following President Trump's tariff pause announcement. He discusses the immediate market rally and the psychology behind investor behavior. Greer also navigates the chaos of current market volatility, sharing personal insights and strategies for managing risk. The podcast examines impacts on oil prices, airline industries, and stresses the importance of disciplined trading and value investing in uncertain times.
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Apr 8, 2025 • 37min

Episode 37: Where Is The Dollar Headed Next? With Dale Pinkert.

Dale Pinkert, a seasoned trading coach at TradeGateHub, shares invaluable insights on navigating today's volatile market. He discusses the unpredictability of the U.S. dollar and stock fluctuations, emphasizing the need for tactical trading shifts. Dale also analyzes the current dynamics in gold and precious metals, along with safe-haven currencies like the Swiss franc. Additionally, he offers Bitcoin trading strategies and highlights the importance of patience and proper risk management in achieving success in turbulent conditions.
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15 snips
Apr 7, 2025 • 40min

Episode 36: Deconstructing The Market Bloodbath. With Andy Constan.

Join Andy Constan, CEO & CIO of Damped Spring Advisors, as he navigates the recent market roller coaster after a staggering 2,500-point swing in the Dow. He highlights the impacts of U.S. fiscal policies on economic growth and discusses strategies for managing investments during such volatility. Discover how to spot trading opportunities in uncertain times and the interplay of interest rates and oil prices. With macroeconomic trends resurging, Andy makes a case for why 'macro is great again,' offering a silver lining amid the chaos.
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Apr 2, 2025 • 34min

Episode 35: Market Fallout From Tariffs. With Peter Boockvar & Dave Floyd.

In this insightful discussion, Dave Floyd, the founder of Aspen Trading, and Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, unravel the chaos triggered by recent tariff announcements. They explore the intertwined effects of tariffs on market volatility and investment strategies, detailing critical price levels to monitor. Floyd emphasizes the importance of technical analysis, while Boockvar reflects on how recent events have validated his warnings about market complacency. Their expert insights are essential for navigating this turbulent economic landscape.

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