Episode 63: Will It All Fall Apart At Once? With Jared Dillian

Episode 63: Will It All Fall Apart At Once? With Jared Dillian

As tech stocks stumble and a shipping blockade in the Strait of Hormuz sends oil prices up again, investors are left wondering if the market’s massive run is finally hitting a wall. Today on Talking Markets, Daily Dirtnap editor and Jared Dillian Money founder Jared Dillian joins Maggie Lake to break down the risks hiding behind today’s breaking headlines. Also up for discussion: why Jared's positioning for sudden disorder, how he's thinking about the precious metals trade now, and his forthcoming book, The Awesome Portfolio. 💡Pre-order Jared's forthcoming book, The Awesome Portfolio, right here: https://lnk.to/theawesomeportfolio [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbUpnMFFqdFV2TzJjdFlrdXRkMzAtMU12N09SQXxBQ3Jtc0ttdGlTcmxGeHBKNmsxNmdhck4zQ1FwZjF2ZGl1cEtEM1BoTXBPTFZybWVGVWYzZnhXd0xnR3E5bU5ZZ1pGLUFIREhQdEd2QUVaelgtYUNhV2NCRXdhbHBUSjF6U0NCVDI1NWkySW5UR0hlNi1yXzJkdw&q=https%3A%2F%2Flnk.to%2Ftheawesomeportfolio&v=wY1mSDbwtng] 💡Support us on Substack: https://themarkethouse.substack.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGNRUlZjVmNWbzlpWnd3Ti1reFJwRS1TZU4zd3xBQ3Jtc0ttQW1QRlE3bGcyS0VacWhOMHdMQ0Jud2RKRzVQejM4Rkh3UXZhWExkODNCVVZYTGwyaVlocS14VVFKUDNWSDhqdTk4RkRWaFFZRUxWV2w5Uml1bzVDT0RNdjRFbU9seUNTVUR1NVNzeGtWWFVoZUVHZw&q=https%3A%2F%2Fthemarkethouse.substack.com%2F&v=wY1mSDbwtng]Connect with us on Twitter: https://x.com/the_markethouse [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkhvNkVwTUlWb3U2Z0p1V2RVUGFTZ085M2dOZ3xBQ3Jtc0tuYkVHOTM1OXVkSWp0Sm5rUmg3VXZGY2pXRmZRUTdSTjA3amxMcmJqYnM0NVNVOHNWbkZfbFJCV1hqS0MtRXNkMnlieThwVzVXWHBWaENVejJ1MlJIdmxvTzBZdUJnaVBMelpVQVoxUFNrenI2bzUzTQ&q=https%3A%2F%2Fx.com%2Fthe_markethouse&v=wY1mSDbwtng]*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Episode 62: Are Credit Conditions Tightening? With Harry Melandri

We're back...! Maggie Lake is Talking Markets today with Harry Melandri, author of the Respice Finem Macro Substack. The big question: Is a liquidity squeeze underway? Harry thinks 'yes.' He breaks down why cash-generative tech giants are suddenly hoarding capital, how massive private raises affect broader market liquidity, and whether the Fed's recent hawkish shift is real or just theater to calm bond markets.Follow Harry on Substack here: https://respicefinemmacro.substack.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbERjN3JiVmFLUmhHYlFzTkZkZkdzOGpFYkRhUXxBQ3Jtc0tuYUNRUFBWZS13TXBKcGNfRHh2WUlwbkEwUFNwa0tUVlpxQnVEcnJ4WFVLNVVVU3dhdzFNNkZXTF95SkVPNkJPM01sTmNPT0pzcTh4MTJxVnFZNDFSSU1KZktGM1B2b2lxbXctbElmYzF4U0l5OEw5aw&q=https%3A%2F%2Frespicefinemmacro.substack.com%2F&v=8ikSQY2eRJQ]Join us on Substack: https://themarkethouse.substack.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGR2Zjg3UFVJY18xQnlEd05fZ2ZGM0JtSjlLZ3xBQ3Jtc0ttb2VETXVqVnRMWWY5LVdHMHJ3ajRnOWxid3NvVEJQbFRwRjBmT2hiWTVjdDhaNGNPaEZ2U2gwRk03aHU0Q2NlWnEwVWV0YnhPWl9ZWkVzQmNyV0hzbTNHdXhRRW0zd2tUM0R6aS1RSTNzdVFNQXg0cw&q=https%3A%2F%2Fthemarkethouse.substack.com%2F&v=8ikSQY2eRJQ] Connect with us on Twitter: https://x.com/the_markethouse [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVRIQkVMRzFGMGhLTWJVMmU4TlQ4UmZUZ0dzUXxBQ3Jtc0tsVDZWQ3ctVFJ6Yk03ZC05Sk5BaVE5WHo3ekx5SzhlQi1LaW1EUzFYaFFEaU9RRHpzUUFlUmpMWU1LQ3pBeV96d3ZIZ2hwQTcyV1JXYjhTVWtHd09nUksweGdKSVVISGpQOTktTHJ2Um1yWXNUdkZLbw&q=https%3A%2F%2Fx.com%2Fthe_markethouse&v=8ikSQY2eRJQ]

Episode 61: Is the Next Fed Move a Hike? With Dale Pinkert

It's the first Fed day under new Chair Kevin Warsh - the guy Dale Pinkert has been telling to "Hurry, Kevin!" for months. Dale joins Maggie Lake on Talking Markets to break down the interest rate decision and what Warsh telegraphs in the press conference. Dale will also share the levels he's looking at in metals, currencies, ags, stocks, and bonds.Follow TradeGateHub on YouTube here: ‪‪‪ ‪@TradeGateHub‬ Join Dale's Discord here: discord.gg/FjKsXNuzbB Please support us on Substack: https://themarkethouse.substack.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGlBR0FiVkctcFRwSGJlQ2cwWEwyajVvMkhhUXxBQ3Jtc0tscVRyeENNaFdvWjlBRFR2ZUtPZE80Z1hVdHYxcVVLNjBlY2lzNDA2dWdndkExR0FNYXJuZTdEOVYwYm5raUhBQzFSSWplcVJRamgtZEtTV1VjZUhkUUE2T1ZZcVF0VlNNLUE2VVR1Nm4tRzZ2LXVhaw&q=https%3A%2F%2Fthemarkethouse.substack.com%2F&v=D9pjikGlP5U] Connect with us on Twitter: https://x.com/the_markethouse [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbW5Wajc4ei1SQWgwbWpUdHRKVHFoREpzV1l3QXxBQ3Jtc0ttSThCTUc3S04wSFVkOUlDMHBHeUpablVEM2YtYktqMElIcVRGZVk0ejZ4OWhrNDhXckNiSjFtRlJBa0tRekozRTRRcFBrc1RHSjZkcnN5aFk4eElOOF9fZ2dJNWpJWEhpXzdNZGtJQWJsdGp1Y29VQQ&q=https%3A%2F%2Fx.com%2Fthe_markethouse&v=D9pjikGlP5U] *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice

Episode 60: What's the Next Mini Bubble? With Kevin Muir

As the Federal Reserve prepares for its highly anticipated first interest rate meeting under Kevin Warsh, The Macro Tourist author Kevin Muir joins Maggie Lake to break down why tightening into firming inflation data could be a dangerous economic headfake. Plus, with tech making new highs, he outlines his theory of rolling mini-bubbles, explaining why the best alpha is hiding in unloved "page 17" sectors.For more from Kevin: https://themacrotourist.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbjc1SW9ReVpHakNKX0NpWW16NTFFa0dtRUlmd3xBQ3Jtc0tsbjk1LWVRSHhMbVFyWmpWUzF1TnhDRU12Z2RLNlE4Zm5NNERncHVyelcwaW8wOE15eWhVekZxeXhKRlZ1YmNFOHpsaTg1cU53SHEtcFZmbWtERllKTXdCcVlHSGh2NHhGLWNqVnkyWWo2ZE1SNXR3QQ&q=https%3A%2F%2Fthemacrotourist.com%2F&v=4_hec9hq7Sk]Please support us on Substack: https://themarkethouse.substack.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbjU1cUhTOFBFdzFaVGZqY3dBRnlfNUJIN2wyQXxBQ3Jtc0tseWtMWUlack5EMzVEMFBVN3lVc1VTMFNZbGY5aGdSS2ZTT0xxd0xOM3hHTHhCZ3l4Q0I0TDd5TURldlJSbFdLRDdRZFJTTzIwOEM3MUdOR05QSlRBOHUzZ0pfZFJ2Yk9oWWxSTzM1aFlSMWJ5bHM4SQ&q=https%3A%2F%2Fthemarkethouse.substack.com%2F&v=4_hec9hq7Sk] Connect with us on Twitter: https://x.com/the_markethouse [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqay1wRVBfSVNiV2pnZlFTbGJ0d3NQd2xZblpfQXxBQ3Jtc0trQUc2X1hHUUlvWldDUmNYdnJpR2NmN21HaG84d3VSRW1EQTByWlJVSVhvb2h0cGRQMjdNMVVpSU54Z1JWMGI0SkhLNGtVV1V4Q294dWxaTjFRUnpvZ3h0ZlFlUFcwTURtaXZQQVhnak5ENzBRWjd1VQ&q=https%3A%2F%2Fx.com%2Fthe_markethouse&v=4_hec9hq7Sk] *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice

Episode 59: Has the S&P Sell Off Begun? With Dale Pinkert

As geopolitical tensions flare and inflation ticks back up, is the S&P 500 showing signs of vulnerability? In this episode of Talking Markets, Maggie Lake is joined by TradeGateHub Coach Dale Pinkert to break down the market action, the 4.2% inflation print, and what's happening in bonds. Dale shares his technical analysis on how US equities are reacting to escalating rhetoric surrounding Iran, the looming Oracle earnings, and whether high-profile developments like the SpaceX IPO can inject enough momentum to stabilize a jittery market.Follow TradeGateHub on YouTube here: ‪‪‪‪@TradeGateHub‬ [https://www.youtube.com/@TradeGateHub] Join Dale's Discord here: discord.gg/FjKsXNuzbB *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice#SP500 [https://www.youtube.com/hashtag/sp500] #Inflation [https://www.youtube.com/hashtag/inflation] #DalePinkert [https://www.youtube.com/hashtag/dalepinkert] #Macroeconomics [https://www.youtube.com/hashtag/macroeconomics] #StockMarket [https://www.youtube.com/hashtag/stockmarket] #EnergyPrices [https://www.youtube.com/hashtag/energyprices] #Investing [https://www.youtube.com/hashtag/investing] #TalkingMarkets [https://www.youtube.com/hashtag/talkingmarkets]