Vincent Deluard, Director of Global Macro at StoneX Group, joins Maggie Lake on Talking Markets today to discuss the impact of the Venezuela strikes on the LatAm markets, why he thinks the debasement trade has only just begun, why he thinks China’s stock rally may still have room to run, and what’s on his radar for Q1 2026 and beyond. Follow Vincent on X: https://x.com/VincentDeluardJoin 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.

Welcome back to Talking Markets, where we kick off the year with Jared Dillian, editor of The Daily Dirtnap and founder of Jared Dillian Money. Anyone hoping for a quiet start to 2026 will be disappointed with the US strikes in Venezuela and capturing of Maduro dominating the narrative and the markets. Maggie Lake talks to Jared about the market fallout, what he likes here, and why he thinks people are going to be making "even worse decisions than usual" in 2026.Get more from Jared here: www.jareddillianmoney.com Follow Jared on ‪@MacroDirtCast‬ Join Maggie and Jared in Nashville in February at the TG Macro Conference - Tickets here: https://tgmacro.com/conference/Support us on Substack: https://themarkethouse.substack.com/s...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.

On the final episode of Talking Markets for 2025, Maggie Lake is joined by Thomas “Tommy” Thornton, Founder of Hedge Fund Telemetry, to break down where he sees the best long and short opportunities heading into the new year.Known for his highly tactical approach, Tommy explains how he’s positioning on both the long and short side as markets transition into 2026. He shares his outlook for bonds, how changes in the rate environment could influence equity markets, and where investors should be watching for early signals in the next market phase.You can find more on Tommy's work: hedgefundtelemetry.com Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with 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.

Gold and silver have been on a record run this year, notching up their best performance in 35 years! Can it continue? TradeGATEHub coach Dale Pinkert returns this Friday to talk about his outlook for precious metals. He also talks to Maggie about the AI trade, which is trying to rebound, and where he sees the U.S. dollar trading after a week of central bank decisions including a rate hike by the Bank of Japan. Dale thinks the direction of the dollar will drive a lot of the market action and he has an out of consensus call he shares. You can now chat with Dale on Discord!   / discord  Follow TradeGateHub on YouTube here: ‪‪‪@TradeGateHub‬ 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.

The Fed cut rates last week, but it hasn't done much to help stocks or bonds. Harry Melandri, senior advisor to MI2 Partners joins Maggie Lake to discuss what is dragging on markets, including the decline in Oracle. Harry sees trouble brewing in private credit which may only be exacerbated by changes coming in banking rules. Harry brings his deep knowledge of central bank operations (he started his career at the Bank of England) and bond markets to break down the possible regulatory changes and the profound impact they may have on how we think about monetary and fiscal policy. Follow MI2 on Substack here: https://mi2partners.substack.com/Join us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouseWe know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

This week we'll get more information about the U.S. economy as the government releases November's payroll data and retails sales. Marketgauge.com's chief strategist, Mish Schneider joins Maggie Lake with an update on her Modern Economic Family indicator, which shows some signs of improvement. So where are the best opportunities? Mish previews some of her investment themes for 2026 and names that she has on her shopping list. For more on Mish's work: https://marketgauge.com/ & get Mish's free daily here: https://micheleschneider.substack.com/ Connect with us on Substack: https://themarkethouse.substack.com/ Connect with us on Twitter: https://x.com/the_markethouse

Veteran trader Dale Pinkert joins Maggie Lake on this episode of Talking Markets to break down the major macro forces moving markets right now. Dale discusses the sell-off in tech stocks and shares his outlook for bonds following the FOMC meeting. They also dive into Dale’s outlook on the U.S. dollar and silver which has been on a record run. As always Dale is willing to challenge consensus. Follow TradeGateHub on YouTube here: ‪‪‪@TradeGateHub‬ 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.

On this episode of Talking Markets, Maggie Lake is joined by Noelle Acheson, author of the Crypto Is Macro Substack, for a deep dive December's FOMC decision. The central bank approved a quarter point rate cut, as expected, but it was was the balance sheet changes that lit a fire under risk assets. Can it continue? Noelle unpacks what the Fed may be signaling for 2026 rate policy, and how shifting Fed expectations could impact risk assets, including Bitcoin (BTC), Ethereum (ETH), and the broader crypto market.They also discuss macro forces driving digital assets, the relationship between liquidity and crypto performance, and whether BTC’s next big move could be higher or lower.Follow Noelle's work here: https://www.cryptoismacro.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.

On this episode of Talking Markets, Maggie Lake sits down with Brent Donnelly, President of Spectra Markets, for an in-depth conversation on the U.S. dollar and its powerful influence on global asset prices.Brent breaks down how USD strength and weakness impact currency trades, what traders should watch across FX markets, and how shifting Federal Reserve policy could shape market volatility.With the FOMC meeting this Wednesday, Brent shares what he expects from the Fed, how interest rate decisions may affect the S&P 500, bond yields, risk assets, and why the dollar remains the most important macro driver heading into year-end.For more from Brent, sign up for his daily am/FX note at: https://www.spectramarkets.com/am-fx/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.

Energy has been the laggard of the everything rally - is that about to change? Dale Pinkert, Trading Coach as TradeGate Hub joins Maggie Lake for his Friday residency to talk about a breakout that may be forming in WTI. Dale also discusses the rally in natural gas and his view on Treasuries ahead of next week's Federal Reserve policy meeting. Based on the music selection he's been sharing on X, he may be in a feisty mood! Follow TradeGateHub on YouTube here: ‪‪‪@TradeGateHub‬ 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.

Weak US jobs data and renewed concerns around AI spending created some headwinds for investors, but US stocks pulled out a rally anyway. Aahan Menon, founder of Prometheus Research, joins Maggie Lake on Talking Markets to discuss the outlook for the S&P as we head into year-end. They'll also talk inflation expectations as the Federal Reserve prepares to gather for its last meeting of 2025 and Aahan shares some of his non-consensus calls.You can find more on Aahan's work at: https://substack.com/@prometheusresearchSupport 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.

Investors kicked off December on a jittery note with tech stocks and crypto under early pressure. Can the bulls pull out a year-end Santa rally? Tony Greer, Editor of the Navigator, joins Maggie Lake to talk about the outlook for U.S stocks, what NVDA and BTC are signalling, why the retail trade may be underestimated, and what it means now that silver has broken out to new all-time highs. Tony also gives an update on new guest speakers he just announced will be in Nashville at the inaugural TG Macro Conference. If you'd like to join Maggie and Tony in the Music City next February, you can get tickets here: https://tgmacro.com/conference/Follow Tony's Podcast ‪@MacroDirtCast‬ 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.

U.S. Treasury yields dipped lower as investors wait for some key readings on the US economy. Are consumers tapped out and stressed out by higher prices? Jeremy Schwartz, the global chief investment officer at Wisdom Tree, joins Maggie Lake to discuss the health of the US economy and outlook for the Fed meeting next week. Jeremy also talks about whether the enthusiasm around Google's Gemini 3 can sustain the AI trend and options for investors who are worried about valuations. Follow the Behind the Markets Podcast http://wisdomtree.com/social-media/Support us on Substack: https://themarkethouse.substack.com Connect with us on X: https://x.com/the_markethouse

Welcome to this special episode of Major Notes, a new show that premiered on The Market House Substack this Fall. In each conversation, we talk to our guests about 5 major notes or events that helped define them: a note of Luck, of Risk, of Failure, of Regret, and of Joy. In this episode, Maggie Lake had the chance to sit down with Cem Karsan, Founder of Kai Wealth. Funny, wise and at times gut-wrenching, this is a side of Cem you've probably never seen. Follow Cem on X: https://x.com/jam_croissantSubscribe to ‪@Kai-Media‬ Support us on Substack: https://themarkethouse.substack.com Connect with us on X: https://x.com/the_markethouse

It's been a challenging week for equity investors. Nvidia reported strong earnings but it wasn't enough to fend off the bears. Dale Pinkert, Trading Coach at TradeGate Hub is back for his Friday Market House residency to talk about how investors can navigate this volatility. Dale has been warning that technology stocks looked vulnerable. He talks to Maggie Lake about where he thinks the sector is headed next, what the VIX is signaling and where he sees opportunity. Follow TradeGateHub on YouTube here: ‪‪‪@TradeGateHub‬ Support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse To join Tony & I in Nashville at the TG Macro Conference - https://tgmacro.com/conference/

While NVIDIA earnings will likely steal the spotlight, investors are also keeping a worried eye on bonds. George Goncalves, Head of US Macro Strategy at MUFG, joins Maggie Lake to discuss market sentiment in the wake of the chip giant's earnings. Will Nvidia earnings set the tone for the equity market for the rest of this year and is the Fed done lowering rates for now? Follow George on X here: https://x.com/bondstrategistSupport us on Substack: https://themarkethouse.substack.com Connect with us on X: https://x.com/the_markethouse

We’ve got a big week ahead, with NVIDIA earnings on Wednesday, the delayed jobs report for September on Thursday, and monthly industrial production and home sales. Joining us today to help make sense of it all is Peter Boockvar, CIO of Bleakley Financial Group and author of the Boock Report. He’ll be joining Maggie Lake to discuss what he’s seeing in the data, his latest thoughts on the AI trade, and where he sees opportunity internationally. 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.

TradeGateHub Coach Dale Pinkert joins Maggie Lake today to talk about a volatile week that whipsawed investors right down to the wire. Up for discussion: tech stocks, that dollar/stock correlation Dale flagged last week, BTC under $100,000 again, and more. Follow TradeGateHub on YouTube here: ‪‪‪@TradeGateHub‬ Support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse To join Tony & I in Nashville at the TG Macro Conference - https://tgmacro.com/conference/*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Vincent Deluard, Director of Global Macro at StoneX Group, joins Maggie Lake on Talking Markets to discuss the possibly approaching end of the government shutdown, the relief rally, what he's seeing in inflation, and what he thinks we might get when 6 weeks of missing economic data is finally caught up on. Also on deck: a catch-up on LatAm and China, and what's on Vincent's radar through the end of the year. Follow Vincent on X: https://x.com/VincentDeluardJoin 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.

In a word Yes!

The Dale Pinkert Talking Markets Residency continues, by (very) popular demand. The TradeGateHub Coach joins Maggie Lake today to talk about a week to forget for tech stocks, the increasingly louder drumbeat of layoff announcements even though we don't have official data, and what's next for Bitcoin as it slides under the level Coach said on October 24 that he could see it retesting. Also on deck: metals, bonds, broader stocks, and more. Follow TradeGateHub on YouTube here: ‪‪‪@TradeGateHub‬ Support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse

Come join Tony and I in Nashville at the inaugural TG Macro Conference. For tickets: tgmacro/conference

*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.