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As a massive week for earnings kicks off with Nvidia’s upcoming print and the highly anticipated SpaceX IPO prospectus, semiconductor stocks are visibly struggling while oil continues to climb. Today on Talking Markets, Maggie Lake is joined by George Noble, author of The Noble Update on Substack, to discuss the current market friction, why he's bearish SpaceX, why he's bullish on owning real assets, and why he thinks "people still betting on financial engineering over physical reality are going to get destroyed."Get tickets for George's Best Income Ideas Online Summit on May 20 for just $99 here: https://noble-capevents.com/gn-ml/ [noble-capevents.com]Follow George on Substack here: https://substack.com/@georgenobleConnect with us on Twitter: https://x.com/the_markethouseConnect with us on Substack: https://themarkethouse.substack.com/We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
TGIF! In today’s episode of Talking Markets, TradeGateHub Dale Pinkert joins Maggie Lake to break down the action in bonds, with the 10-year US Treasury yield surging to a one-year high of 4.57%. Dale dives into the catalyst behind the spike: oil prices climbing above $108 a barrel and the geopolitical mixed signals from President Trump regarding the Strait of Hormuz and Iranian conflict. Also up for discussion: the yield spike's impact on the high-flying tech rally, DXY, metals and more. Follow TradeGateHub on YouTube here: @TradeGateHub Join Dale's Discord here: discord.gg/FjKsXNuzbB Please support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice
With wholesale prices surging at their fastest pace in years, the "soft landing" narrative is facing its toughest test yet. Today, guest hosts and old pals Harry Melandri and Corvin Codirla step in for Maggie Lake on Talking Markets to break down the fallout of the Iran conflict, and what the latest inflation numbers may mean for equities, the Fed, rates, and more. You can follow Harry on Substack here: https://respicefinemmacro.substack.com/You can contact Corvin on LinkedIn at / ccodirla and find his work at: fxmastercourse.com Please support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse
Today on Talking Markets, we are joined for the very first time by Jeff Hirsch, Editor in Chief at Stock Trader's Almanac and CEO at Hirsch Holdings. He sits down with Maggie Lake to explain why he’s repositioning rather than selling in May, and why the Stock Trader’s Almanac suggests this rally has room to run. Also up for discussion: the TACO trade, the Russell's performance, and technicals Jeff is keeping a close eye on. For more from Jeff: https://stocktradersalmanac.com/https://x.com/AlmanacTraderPlease support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse
* Sorry for the delay in posting. I was on the road and didn't have access. The April jobs report crushed expectations, fueling a potential sixth straight weekly gain for the S&P and Nasdaq. But with oil hovering at $100 and tensions rising in the Persian Gulf, is the rally under threat? TradeGateHub Coach and Talking Markets Friday Resident Dale Pinkert joins Maggie Lake to break down the tug-of-war between strong labor data and geopolitical risk. Dale shares his tactical outlook and latest levels for metals, ags, bonds, currencies, and more. Follow TradeGateHub on YouTube here: @TradeGateHub Join Dale's Discord here: discord.gg/FjKsXNuzbB Please support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse
* Sorry for the delay in posting but I was on the road. We've got 2 special guests joining us for Talking Markets today: Chris Tipper, Chief Economist and Strategist at the Ainslie Group, and Joseph Brombal, Research and Analysis Manager at Ainslie Wealth. They join Maggie Lake to discuss the outlook for Bitcoin and metals, why there's a startling divergence from the headline liquidity numbers, and why they think we're staring at "stagflation with a friendly face." Plus: thoughts on oil, Iran, and whether things really are different this time... For more from Ainslie: https://tipperanalytics.substack.com/https://www.ainsliewealth.com/Support us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse
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 the "Strait Shock" and its tightening grip on the global economy. With gasoline prices hitting their highest levels since 2022 and the Strait of Hormuz remaining a critical bottleneck, Peter explains why the full impact of these supply disruptions has yet to manifest in the consumer market.For more from Peter, join him over on Substack at: https://peterboockvar.substack.com/ Support us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
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 to break down whether the "Sell in May and go away" adage holds any water this year. Dale shares his tactical outlook on whether investors should protect their recent gains or buy the rally, and updates on his current outlook for metals, ags, bonds, currencies, and more. Follow TradeGateHub on YouTube here: @TradeGateHub Join Dale's Discord here: discord.gg/FjKsXNuzbB Please support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse *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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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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