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Maggie Lake Talking Markets

Mags
Gold
Inflation
Tariffs
Federal Reserve
Oil
Silver
Bitcoin
China
Nvidia
S&P 500
Stock Market
Bond Market
US Economy
Interest Rates
Dollar
US Dollar
Recession
Commodities
Natural Gas
Nasdaq

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.

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Latest Episodes

Beware $5 gas, a 5% 10yr and commodity hoarding.

As fighting escalates in the Middle East and oil prices surge, Peter Boockvar, CIO of One Point BFG Wealth Partners and author of The Boock Report, joins Maggie Lake on Talking Markets to break down ... more

S&P and Nasdaq indices are defying gravity with fresh all-time highs as we step into the new month, but the calendar just hit a notorious milestone for traders... On today's Talking Markets, Maggie Lake welcomes back TradeGateHub Coach Dale Pinkert t... more

Today is a massive day for global markets as we face a high-stakes collision between the Fed’s decision and a Megatech earnings gauntlet. With META, GOOG, MSFT, and AMZN all reporting after the bell, Brent Donnelly joins us to break down whether the ... more

Joining Maggie Lake today on Talking Markets is Phil Dauber, Wall Street veteran and author of the Morning Musings Substack. Up for discussion: the complete dismissal of supply chain constraints and pricing shortages by markets, the dominance of syst... more

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Recent Guests

Vincent Deluard
Director of Global Macro for StoneX
StoneX
Episode: Episode 39: Calm Before The Storm? With Vincent Deluard
Noelle Acheson
Founder of the Crypto is Macro Now newsletter
Crypto is Macro Now
Episode: Episode 37: Earnings vs. Geopolitical Pain - Which Wins? With Noelle Acheson
Blake Morrow
Founder of FX Analytics
FX Analytics
Episode: Episode 27: How High Can Bond Yields Go? With Blake Morrow
Mish Schneider
Chief Strategist at MarketGauge.com
Market Gauge
Episode: Episode 25: Commodities Under-owned? With Mish Schneider
Dale Pinkert
Trading coach at TradeGateHub
TradeGateHub
Episode: Episode 23: Next Stop For Oil? With Dale Pinkert
Phil Dauber
Author of Substack 'Thoughts from Dauber Island' and experienced financial sector trader
Episode: Episode 21: Are Investors Too Complacent? With Phil Dauber
Jim Welsh
Founder of Macro Tides Research
Episode: Episode 19: A Turnaround For Tech? With Jim Welsh
Harry Melandri
Analyst at MI2 Partners and author
MI2 Partners
Episode: Episode 14: Is The US Stock Rally A Trap? With Harry Melandri
Tommy Thornton
Founder of Hedge Fund Telemetry
Episode: Episode 12: Downside Risk Ahead? With Tommy Thornton

Host

Maggie Lake
Host of the show, leads conversations on markets and monetized economics

Reviews

4.9 out of 5 stars from 61 ratings
  • Citrini Research… The Cliff Notes

    The Consequences of Abundant Intelligence

    February 22nd, 2026 to June 30th, 2028

    "The unemployment rate printed 10.2% this morning, a 0.3% upside surprise. The market sold off 2% on the number, bringing the cumulative drawdown in the S&P to 38% from its October 2026 highs.

    Traders have grown numb. Six months ago, a print like this would have triggered a circuit breaker.

    Two years. That’s all it took to get from “contained” and “sector-specific” to an economy that no longer resembles the one... more

    Apple Podcasts
    5
    Prometheus---
    United States2 months ago
  • Chart expert…

    Lost me lots of money on bad gold call at $3,500 + yen + copper

    Apple Podcasts
    1
    Lynx2Lew
    United States3 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Thoughtful market color with practical guidance for traders.
Strong macro insights and diverse guest perspectives.
Some listeners feel the host's takes are cautiously optimistic about risk assets.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Episode 40: The Trades and Levels You Need to Watch. With Mish Schneider
Q: What's your read on the crypto space, particularly Bitcoin and Ethereum, given recent inflows and institutional interest?
Bitcoin has strengthened relative to Ethereum and may breakout if altcoins catch up; institutional buying (e.g., BlackRock) supports a pro-Bitcoin narrative, but crypto remains volatile and dovetails with broader macro risk appetite.
Episode 40: The Trades and Levels You Need to Watch. With Mish Schneider
Q: What are you seeing in the current market leadership—is it all tech driving the rally or is breadth improving elsewhere?
Tech remains the leader with strong earnings and high valuations, but there are pockets of strength in the Russell 2000 and select transport and retail areas; the breadth is improving but not evenly across all sectors, so it's important to watch which groups participate.
Episode 30: The Market Is Wrong About Rates. With David Rosenberg
Q: Is the bigger risk the high oil price or the stronger dollar?
Rosenberg argues that higher oil prices pose the bigger risk due to direct consumer spending impact, while a stronger dollar has mixed effects but can curb import costs and shift relative competitiveness.
Episode 30: The Market Is Wrong About Rates. With David Rosenberg
Q: Is cash really the only option as we figure this out and how should investors think about safe havens?
David Rosenberg suggests that energy stocks and certain cash-like assets in energy-related areas have been effective refuges, while emphasizing the need to balance safety with opportunities in front-end bonds in the US and Canada as a core defensive stance.
Episode 27: How High Can Bond Yields Go? With Blake Morrow
Q: How is the Strait of Hormuz situation affecting trading now?
It's a major driver of energy prices and risk, with the market watching for any escalation or de-escalation signals, which in turn influences carry trades, dollar strength, and global bond yields.

Audience Metrics

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Frequently Asked Questions About Maggie Lake Talking Markets

What is Maggie Lake Talking Markets about and what kind of topics does it cover?

A fast-moving, macro-focused market show that pairs the host with a rotating roster of veteran traders, macro researchers, and investment professionals. Episodes center on how geopolitics, central bank policy, energy markets, and risk sentiment drive equities, bonds, and commodities, often with practical trading ideas and live chart analysis for active listeners. A standout characteristic is the consistent emphasis on real-time market color, risk management, and actionable takeaways tailored to retail traders and professional investors alike. The format tends to blend macro storytelling with tactical positioning, making it helpful for listeners who want both big-picture context and concrete trade ideas.

Noteworthy is the guest slate, which... more

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These podcasts share a similar audience with Maggie Lake Talking Markets:

1. Monetary Matters with Jack Farley
2. The Market Huddle
3. Forward Guidance
4. The Julia La Roche Show
5. Thoughtful Money with Adam Taggart

How many episodes of Maggie Lake Talking Markets are there?

Maggie Lake Talking Markets launched a year ago and published 216 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Maggie Lake Talking Markets?

Recent guests on Maggie Lake Talking Markets include:

1. Vincent Deluard
2. Noelle Acheson
3. Blake Morrow
4. Mish Schneider
5. Dale Pinkert
6. Phil Dauber
7. Jim Welsh
8. Harry Melandri

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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