Maggie Lake Talking Markets

"International is going to outperform domestic for the next 2-5 years," Jared Dillian said to Daily Dirtnap subscribers this morning. The Jared Dillian Money founder joins Maggie Lake today to discuss international markets, today's job number, and an update on his long Canada thesis. Also up for discussion: his bearish dollar call months ago that is coming to fruition, the brutal week in markets, and of course - your questions. TGIF...Get the Jared Dillian Letter for free here: https://www.jareddillianmoney.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect 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.

Crypto is Macro Now author Noelle Acheson joins Maggie Lake on Talking Markets to discuss the fallout from President Trump's Strategic Bitcoin Reserve announcement, and expectations around the White House Crypto Summit. Also up for discussion: the labor market, tariffs, and the view from Europe.Connect with Noelle on Substack: https://www.cryptoismacro.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.comChapters:00:00 - Introductions with Noelle Acheson01:23 - How To Handling The Constant Headline News04:30 - Tariff Impact and What’s The State Of The Economy?06:20 - Jobs Data Could Put a Real Chill Over Sentiment 09:30 - Is the Bond Market Front Running The Fed?10:45 - Will German and Chinse Stimulas Boost Risk Assets?16:00 - Could The Chinese Help Boost Crypto? 20:00 - German Stocks More Attractive than US Stocks?21:10 - Are we at the top of the crypto cycle? 22:55 - Whitehouse’s Crypto Summit & The Strategic Bitcoin Reserve 30:50 - Crypto’s Recent Price Action*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Markets didn't like the slowdown in the February ISM manufacturing index (to 50.3 from 50.9 in January) today, while a surprising increase in the Price Index for manufacturers raised the specter of stagflation. Meanwhile, President Trump's announcement of a strategic crypto reserve, the tariffs that are (so far) meant to begin Tuesday, and ongoing geopolitical heat are all impacting markets. Whew. Joining Maggie Lake today to discuss all of this is Hedge Fund Telemetry founder Tom Thornton, who will also be sharing his views on Mag 7, the bond market, and his China plays. Drop your questions for Tommy in the live chat...! More from Hedge Fund Telemetry here: https://www.hedgefundtelemetry.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.com

In this engaging chat, Jim Bianco, President of Bianco Research and a market insights guru, shares his take on current market fears. He challenges the notion that investor angst is justified, highlighting that even amid corrections, the markets remain stable. Jim dives into the implications of bond movements, the future outlook for cryptocurrencies like Bitcoin, and the dynamics shaping international markets. He also advocates for active investment strategies over passive approaches, urging listeners to adapt to changing market conditions.

US stocks stabilized after a few red sessions - can Nvidia lead a green charge when it reports earnings after market close today? The Morning Navigator author Tony Greer thinks so. "All Nvidia has to do is show up sober and the stock rallies." Tony joins Maggie Lake today to talk Nvidia, Bitcoin, gold DOGE and more. We also hear a clip from Maggie's chat w/ Alyosha substack author JJ on the reality around a gold audit. Follow Tony on the Macro Dirt Podcast here: ‪@MacroDirtCast‬ And subscribe to his work here: https://tgmacro.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.comTo subscribe to Aloysha substack: https://substack.com/@alyosha745Chapters00:00 Nvidia Earnings Anticipation02:55 Market Reactions and Tech Sector Dynamics05:59 Shifts in Investment Focus09:05 Global Market Comparisons12:06 Defensive Strategies in a Bull Market14:50 Bitcoin's Market Position17:58 Gold's Performance and Future Outlook21:01 Final Thoughts on Market Trends*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

The dominance of the Mag 7 could be coming to end, says Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and author of The Boock Report. Peter joins Maggie Lake on Talking Markets to discuss the regime change in global stock markets, why the Hang Seng is "running away from" the S&P so far this year, and why European stock market performance may not be a flash in the pan. Also up for discussion: "stagflation" in Europe, what the latest economic data is telling us, and the outlook for bonds.For more of Peter's work, read The Boock Report here: https://peterboockvar.substack.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.comChapters00:00 Market Overview and the MAG7 Trade06:53 Nvidia's Future and AI Spending Dynamics14:02 Economic Outlook and Consumer Spending20:46 Global Market Opportunities and Risks27:50 European Economic Challenges and Prospects34:48 Conclusion: Navigating Market Uncertainties*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

On this episode of Talking Markets, Eurodollar University’s Jeff Snider talks to Maggie Lake about the “sideways” economy, the broken monetary system, and the political fallout from policies that have impoverished people worldwide. Jeff connects the dots between economic stagnation, political volatility, the rise of digital currencies, and the stock market’s one-note view of what a recession is. (Spoiler alert: the bond market has a much more nuanced view.) If a conversation that sits right in the middle of geopolitics, macro, and digital sounds up your street, then you’ve come to the right place. Recorded February 21, 2025. Get the key takeaways from this interview here: https://maggielake.substack.com/p/jef... Some of Jeff’s slides: http://bit.ly/4bbYpAoFind Jeff’s work here: https://www.eurodollar.university/‪@eurodollaruniversity‬ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.com🔔 Hit that subscribe button and join the conversation in the comments.00:00 - Introduction: Markets, Money, and Economic Realities with Jeff Snider01:45 - Bond Market vs. Stock Market: Which One Is Right?03:40 - Are We in a Recession, or Is This Something Worse?07:20 - The Economic Distortion of the 2020s10:30 - Inflation, Tariffs, and the Misconceptions of The Economic Data14:50 - Did Something Break and Are We Stuck in A Low Growth Era17:30 - The Monetary System Has Been Broken Since 200828:50 - Are Stablecoins An Attempted At A Solution? 35:00 - Are Foreigners Moving Away From Purchasing Treasuries?37:15 - What Happens If The US Embraces Stablecoins?40:10 - What Comes Next for Markets and Money?44:10 - What Happens with The Dollar and Stocks In This Environment? We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

MI2 Partners' Julian Brigden hates to say he told you so, but, well, he told everyone so: "The idea that inflation is defeated is a joke." Now, with a hotter than expected CPI report earlier this week, and January's biggest dip in retail sales in almost 2 years, what's going on? Julian joins Maggie Lake to discuss where the market is mispriced, the threat of a great rotation out of US assets and the bold and risky plans the Trump Administration may be considering to bring down the deficit. Hang on to your hat. Join MI2 Partners on Substack here: https://mi2partners.substack.comhttps://mi2partners.com/macrocapture-landing-page/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.comChapters00:00 Market Overview: Stocks vs. Bonds02:58 Navigating Volatility in Today's Market06:13 The Gold and Silver Trade Dynamics09:08 US Dollar and Global Economic Policies11:52 The Future of US Debt and Economic Strategy15:09 Implications of Economic Changes on Workers and Stocks21:34 The Future of Europe: Pessimism and Potential22:46 Contrarian Views on European Stocks23:42 Economic Implications of European Defense Spending25:52 US Dependency on Foreign Investment28:22 The Fragility of US Economic Growth30:41 The Risks of Overconsumption in the US33:02 The Macro Trends Influencing Global Investment35:24 The Future of US Equities and Inflation Risks39:32 Navigating Market Volatility and Investment Strategies*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

When TradeGateHub coach Dale Pinkert emails you to tell you he's monitoring "big things" happening in markets, you sit up and listen... Today, Dale is joining Maggie Lake to share exactly what those big things are and why they matter: Dales gives his outlook for TLT , DXY, Mag7, miners, and that hotter than expected CPI print. Spoiler alert: Dale is feeling pretty bearish.Join TradeGateHub for free here: https://tradegatehub.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.comChapters00:00 Market Overview and Bond Trade Insights06:12 Interest Rates and Economic Implications14:36 Market Sentiment and Major Stock Movements22:10 Gold, Silver, and Mining Stocks Analysis25:40 Oil Market Dynamics and Geopolitical Factors30:19 Future Market Predictions and Strategies*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Maggie Lake welcomes back Crypto is Macro Now author Noelle Acheson to Talking Markets. They discuss the next big driver for crypto, the safe haven pros and cons of gold vs. Bitcoin and the reason she is starting to think treasury yields just might surprise to the downside. Connect with Noelle on Substack: https://www.cryptoismacro.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.comChapters00:00 Navigating the Current Crypto Landscape10:12 The Role of Institutional Investors20:26 Inflation, Interest Rates, and Market Dynamics24:31 Ethereum's Current Position and Future Outlook26:45 China's Influence on Gold and Crypto Markets*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.