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Maggie Lake Talking Markets

Mags
Stock Market
Federal Reserve
Inflation
US Economy
US Dollar
Housing Market
Tesla
Equities
Recession
China
Nasdaq
Emerging Markets
Tariffs
Capitalism
South Korea
Santa Claus Rally
Apple
Bitcoin
Nvidia
Hedge Funds

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.

PublishesDailyEpisodes207Foundeda year ago
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BusinessInvesting

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Artwork for Maggie Lake Talking Markets

Latest Episodes

Is the current market strength a genuine recovery or a dangerous trap? TradeGateHub coach Dale Pinkert joins Maggie Lake on Talking Markets to discuss a mixed bag of data: despite March CPI heating up to 3.3% y-o-y and consumer sentiment hitting an a... more

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Following the announcement of the Iran ceasefire, stocks are soaring and oil prices plunging. Jared Dillian, editor of The Daily Dirtnap, joins Maggie Lake on Talking Markets to explain why he thinks markets may significantly overshot in both directi... more

The Morning Navigator himself, Tony Greer, joins Maggie Lake on Talking Markets today to discuss why he thinks new highs in oil and the VIX lie ahead, and what he's monitoring in stocks, energy, bonds, and more, as the Iran war continues to be the bi... more

Tom Thornton of Hedge Fund Telemetry joins Talking Markets to kick off what is likely to be a complex, volatile April. With a SpaceX IPO filing hitting the tape, Tom shares why he isn't rushing to trade it. He provides a deep dive into the broader ec... more

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Recent Guests

Blake Morrow
Founder of FX Analytics
FX Analytics
Episode: Episode 27: How High Can Bond Yields Go? With Blake Morrow
Aahan Menon
Founder of Prometheus Research
Prometheus Research
Episode: Episode 24: Sell The Rip? With Aahan Menon
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
Tommy Thornton
Founder of Hedge Fund Telemetry
Episode: Episode 12: Downside Risk Ahead? With Tommy Thornton
Corvin Codirla
Investment banking and hedge fund veteran, teaches Quant Trading and runs a trading cohort
Episode: Episode 4: A Commodity Boom? With Corvin Codirla.
Jeremy Schwartz
Global Chief Investment Officer at Wisdom Tree
Wisdom Tree
Episode: Episode 110: Is The AI Trade Really Revived? With Jeremy Schwartz.
Cem Karsan
Founder of Kai Volatility, expert in options and derivatives
Kai Volatility
Episode: 109: Survival, Grief & Finding Meaning. Major Notes with Cem Karsan.
Dean Christians
Founder of Turning Point Market Research
Turning Point Market Research
Episode: Episode 96: What's Next For Financials? With Dean Christians.

Host

Maggie Lake
Host of the Market House and Maggie Lake Talking Markets, known for her engaging discussions on investing and market trends.

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 States2 months ago

Chart Rankings

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

Apple Podcasts
#198
Canada/Business/Investing
Apple Podcasts
#207
Italy/Business/Investing
Apple Podcasts
#162
Sweden/Business/Investing
Apple Podcasts
#168
Hong Kong/Business/Investing
Apple Podcasts
#181
Norway/Business/Investing
Apple Podcasts
#196
Netherlands/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Episode 27: How High Can Bond Yields Go? With Blake Morrow
Q: What are you seeing in currency markets given the central banks meeting this week?
Currencies remain highly reactive to risk sentiment and oil, with implied volatility elevated; traders are pricing in potential policy surprises but remain cautious about real inflation dynamics and the pace of any central bank tightening or easing.
Episode 28: The New Fed Chair is Oil. With Peter Boockvar
Q: How are you thinking about opportunity and risk and portfolio management through this uncertain period?
The guest explains a prudent, data-driven approach: wait and watch how geopolitical events unfold, maintain exposure to diversifying assets like energy and agricultural commodities, and be selective in equities while focusing on companies less sensitive to economic swings. He underscores that inflation dynamics and the path of oil will heavily influence the trajectory of rates and valuations alike.

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?

The content centers around market analysis and investment strategies, providing listeners with insights on current events affecting the financial landscape. Episodes typically feature conversations with seasoned professionals who discuss various assets, including commodities, equities, and trends in specific sectors. Noteworthy topics include geopolitical implications, market sentiment, and economic indicators that influence investment decisions, making it relevant for those looking to enhance their trading knowledge and navigate the complexities of today's rapidly changing market environment. Unique elements include lighthearted discussions, cocktail recommendations, and a focus on maintaining sanity within the often volatile investing wor... more

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1. Monetary Matters with Jack Farley
2. The Market Huddle
3. The Julia La Roche Show
4. Forward Guidance
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 207 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. Blake Morrow
2. Aahan Menon
3. Phil Dauber
4. Jim Welsh
5. Tommy Thornton
6. Corvin Codirla
7. Jeremy Schwartz
8. Cem Karsan

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