Maggie Lake Talking Markets

• Episode 49: The Great Rotation Into International Stocks Has Barely Started. With Vincent Deluard.

  The Fed left rates unchanged but Vincent Deluard says the real story is elsewhere. The Director of Global Macro Strategy at StoneX joins Maggie Lake to explain why the 2% inflation target is dead, why investors should fade the 2026 rate cuts, why the move into international stocks is only beginning. You can follow Vincent on X here: https://x.com/vincentdeluard Looking to up your gold and silver holdings? Consider Hard Assets Alliance, a trusted platform holding over $3b in assets: https://leads-inst549-client.phonexa....Disclosure: This is an affiliate link, which means we may earn a commission if you click through and open an account Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://maggielake.substack.comConnect 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.

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• Episode 48: China Tariff Rollbacks Incoming? With Peter Boockvar.

  "We're going to see a dramatic reduction in tariff rates on China," Peter Boockvar wrote May 5 in the Boock Report. The CIO of Bleakley Financial Group joins Maggie Lake on Talking Markets to discuss the future of tariffs on China, international stock outperformance, and the Fed's interest rate announcement later this week. Also up for discussion: a bond crisis, Peter's outlook for inflation, and where he sees opportunities. To get more from Peter, join him over on Substack at: https://peterboockvar.substack.com/ Looking to up your gold and silver holdings? Consider Hard Assets Alliance, a trusted platform holding over $3b in assets: https://leads-inst549-client.phonexa....Disclosure: This is an affiliate link, which means we may earn a commission if you click through and open an account 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.Chapters: 00:00 – Introduction with Peter Boockvar02:40 – ISM, Jobs, and US Economic Data04:30 – Trump's Trade War with China08:20 – Are We Too Negative That Businesses Can’t Adjust?11:50 – “Sell the News” Environment?15:05 – The US Dollar19:00 – Could This Escalate From Trade War to Capital War?22:10 – Does China Need a Deal to Happen?25:00 – 10-Year Bonds to 5%?27:40 – Outlook on Magnificent 7 CapEx Spending31:20 – Where Do You See Opportunity?33:10 – Commodities: Physical or Equities?34:55 – Outlook on Europe

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• Episode 47: Is Another Sell Off Looming? With Dale Pinkert.

  Stocks rallied today after a better-than-expected jobs report, with 177,000 new positions added despite ongoing tariff uncertainty. Treasury yields are climbing, and the Fed is likely to stay patient—so what does it all mean for markets? TradeGateHub coach Dale Pinkert joins Maggie Lake to break down today’s moves in SPX, gold, silver, and bond markets. With Apple sliding despite strong earnings, Dale revisits his bearish price call on Talking Markets in March, and shares his outlook on NVIDIA, silver miners, and more.You can join TradeGateHub here: https://tradegatehub.com/ Looking to up your gold and silver holdings? Consider Hard Assets Alliance, a trusted platform holding over $3b in assets: https://leads-inst549-client.phonexa....Disclosure: This is an affiliate link, which means we may earn a commission if you click through and open an account Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://maggielake.substack.comConnect 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.

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• Episode 46: GDP, META and MSFT. With Tommy Thornton

  US GDP growth slowed sharply in Q1, marking the biggest drop since early 2022—and markets are feeling it. Stocks are under pressure ahead of key earnings from Microsoft and Meta after close today, while President Trump marks his 100th day back in office. Thomas Thornton, founder of Hedge Fund Telemetry, joins Maggie Lake to break down what the GDP miss means for markets, how investors should be thinking about Big Tech earnings, what he's focused on right now, and where he sees opportunity in the volatility. For more from Hedge Fund Telemetry, right this way: https://www.hedgefundtelemetry.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://maggielake.substack.comConnect 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.Chapters:00:00 - Introduction with Tom Thornton00:45 - Tom’s Take on Today’s Market Action03:00 - Earnings Season: Key Expectations and Surprises06:10 - Bearish Sentiment in a Market with Upside Potential?11:30 - Should Powell Cut Rates to Appease Political Pressure?13:25 - What Risks Are on Tom’s Radar Right Now?15:30 - Could We See 5% on the 10-Year Yield?16:40 - Using DeMark Indicators to Time the Market21:00 - Market Frustrations from Last Year Still Lingering?23:20 - Gold and Bitcoin: Current Price Action Analysis27:00 - Tom’s Current Positioning and What He’s Bullish On32:00 - The U.S. Dollar: Trends and Implications34:10 - Has "Sell in May and Go Away" Lost Its Edge?35:20 - Leave Tom a Comment!

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• Episode 45: Markets Still "Full of Dry Tinder". With Rudy Havenstein.

  We’ve got something a little bit different for you this week on Talking Markets. It’s a special interview with Rudy Havenstein, market commentator and author of the Havenstein Moment Substack, who challenges conventional wisdom on macro, markets, and society at large. Up for discussion: why the US is still relatively strong, inflation’s true impact, the financialization of life, Rudy’s no-holds-barred take on policymakers including Janet Yellen, and more. Recorded April 23, 2025.Follow Rudy on Substack here: https://substack.com/@rudy🔔 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-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.comWe know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.Chapters:00:00 - Introduction with Rudy Havenstein01:51 - Trump, Volatility, and the New Market Chaos04:11 - Why the U.S. Economy Is Still Stronger Than Europe06:01 - Are We Witnessing the Start of a New Economic Regime?07:04 - Changing the Status Quo: Painful but Necessary?08:00 - Investors’ Unrealistic Expectations About Stocks09:21 - Is a Recession Overdue for America?10:17 - Why the CPI Doesn’t Reflect Real Inflation12:31 - Tariffs, Reshoring, and the Future of U.S. Jobs14:06 - Trump as a Symptom of America’s Deeper Problems16:26 - Are Rising Interest Rates the New Long-Term Trend?18:21 - Media Outrage, Political Theater, and Public Anger20:12 - How Inflation Quietly Defaults on the Middle Class24:21 - The Housing Crisis: Killing the American Dream28:09 - How the Fed Fueled the Housing Bubble30:00 - Gold, Bitcoin, and the Search for Safe Havens33:07 - The Fed’s Mistakes: QE, ZIRP, and Asset Bubbles36:21 - Why Inflation Hurts the Working Class the Most40:08 - How Zero Rates Created Today's Financial Inequality

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