Maggie Lake Talking Markets

How should investors trade the Trump headlines? We're all getting a crash course today. The US dollar, treasuries, and stocks are all on the move after reports that President-elect Trump may take a more targeted approach to tariffs. Maggie Lake sits down with Dale Pinkert, trading coach at TradeGateHub, to talk about how to trade what looks to be a volatile start to the new trading year. Dale thinks a major change is in store for the US dollar and commodities. He breaks down his outlook, highlights key levels to watch and explains why he thinks mining stocks may be the best performing sector this year. 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 *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Step back in time to the trading floors of Wall Street as Maggie Lake sits down with John Johnston, the veteran trader and author behind the Market Vibes Substack. With 50 years of trading experience, JJ shares fascinating stories from the pits, his journey from a runner in the 1970s to a respected market veteran, and the humanity behind the numbers. Discover how the trading environment shaped careers, the challenges of adapting to an ever-changing market, and the life lessons learned along the way. 🔔 Hit that subscribe button and join the conversation in the comments. 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 Subscribe to Market Vibes here: https://jj745.substack.com/

It’s been quite a journey since we officially launched Maggie Lake Talking Markets on September 4. With our truly amazing guests, we’ve covered pretty much all asset classes and sectors, the winter volatility, the bearish and bullish cases on what happens next - oh, and that little ol’ election in November. It is of course difficult to make predictions, especially about the future (!) but one thing's for certain - 2025 is going to be a trip. To help prep for it, here's a quick compilation of the worries and expectations of our Talking Markets guests. And an all-important thank you for being here...! 🔔 Hit that subscribe button and join the conversation in the comments. 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 US Fed cut rates at its last policy meeting of the year, but warned there may be fewer ahead sparking a massive sell-off in stocks and bonds. Maggie Lake sat down with Tony Greer, editor of the Morning Navigator newsletter, to talk about whether this is the start of a more serious pullback. Tony also discussed his outlook for energy, tech and where he sees opportunity in 2025. To get more from Tony, right this way: ‪@MacroDirtCast‬ 🎄This is the final episode of Talking Markets in 2024....! We're taking a break over the holidays, but normal Talking Markets service will be resumed on January 6. Thanks for joining us on this adventure so far, we can't wait for 2025. 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

Bitcoin is soaring, meme coins are charging higher and Mag 7 stocks are back in the driver's seat. How should investors approach this relentless year-end rally? Maggie Lake sits down with Thomas Thornton, the founder of Hedge Fund Telemetry, who is very concerned about a market he calls, "..crazy, dangerous and the most speculative I've ever seen." Tommy gets real about where he has made mistakes, the casino culture we are living in and why he is worried a serious correction looms ahead. 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

Spectra Markets President Brent Donnelly says we have sticky inflation, "which is not mission accomplished, at all." So, will sticky inflation throw a wrench in the Fed's plans? And with a total of 6 central banks meeting next week, are we in for a monetary regime change? Maggie Lake sits down with Brent to discuss these questions, as well as Brent's outlook on the dollar, euro, and yen, whether the market is too complacent about volatility, and more. It's the final Talking Markets Friday of 2024... enjoy. You can find more of Brent's work here: https://www.spectramarkets.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 *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

An as-expected inflation reading powered another strong advance for US stocks, but is this year end rally looking tired? Maggie Lake sits down with Rupert Mitchell, author of the Blind Squirrel Macro substack, who warns the US equity bull run is starting to look overextended. From his perch in Australia, Rupert talks about the international opportunities he thinks will outperform, the outlook for the US dollar and the trade China bears may be sleepwalking past. You can more of Rupert's work here: https://substack.com/@blindsquirrelmacro 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 *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice

Nine major central banks are meeting this week to decide monetary policy. Maggie Lake sits down with Weston Nakamura, author of Across the Spread substack, to discuss the outlook for the dollar and whether the Bank of Japan will buck the global trend and tighten. They'll also talk about why investors may be underestimating a powerful bid to US markets - Asian investors fleeing domestic troubles. Follow more of Weston's work here: https://substack.com/@acrossthespread 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.

Could the US be in for a turbulent 2025 before the dawn of a bright future? JDI Research founder Juliette Declercq thinks so - and she sat down with Maggie Lake for a special deep-dive interview on her 2025 outlook and beyond. They discuss the factors driving what Juliette calls a “capitalism malaise,” including a shrinking workforce, stagnant wages, and the risks of excessive government debt. Juliette also analyzes the potential impact of Trump's economic policies, such as immigration reform and tariffs, saying they could lead to a “macro revolution” with both opportunities and significant disruption. Also discussed: the role of technology and AI, the future of the US economy, and the all-important E-Factor: Elon Musk’s role in the new administration. Recorded on December 3, 2024. 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

The moderate pace of hiring in November is keeping hopes alive for another rate cut from the Fed, but is the US central bank on a collision course with the new Trump administration? Maggie Lake sits down with Harry Melandri, senior advisor to Arque Advisors and author of the upcoming Substack Respice Finem, to discuss the challenges facing chairman Jay Powell. Harry talks about what the proposed tariffs will mean for inflation and the rest of the world and where he sees opportunity. 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