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

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]

Episode 58: AI Trade in Trouble? With Jeremy Schwartz

Welcome to SpaceX IPO week... On today's Talking Markets, Jeremy Schwartz, Global Chief Investment Officer at WisdomTree, joins Maggie Lake to discuss the potential impact of the SpaceX IPO, whether it could herald a top for tech, and how it's impacting index funds. Also up for discussion: the next phase of the AI trade, value investing and opportunities abroad. Follow Jeremy's Behind the Markets Podcast http://wisdomtree.com/social-media/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbjgwWFVWOGRUVlJ5ZUtJY2phVThKdTgyRURqd3xBQ3Jtc0ttMGUyNDZIUUVPZzRkSU9EZWk5dk5lTnQzUF9acnNVVmxlR2lySENrVU5IU2JVRUFDYm1HdWFPY0N4bzdwMGFjSkoxT0I5dlZvT1ZWSGJ4MF9SMWs5VlltbkFoQUtpRWk5QWlWc3liNXhGRWtvcUNCVQ&q=http%3A%2F%2Fwisdomtree.com%2Fsocial-media%2F&v=bQrI7eyW7ZM]Support us on Substack: https://themarkethouse.substack.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa1RaSXFmMGtyM3BUbTZsZl95ZDFiTzJnRDhRUXxBQ3Jtc0trV0tCZEJ5blQtRTRCUmVkS2NYVElIbjlMUnJUcHdXN3M1a3BPVnA0aGFCZTFraGtLMjJzU2wxN09MOVlmUFE3a3JTSGNWRVowOEFqRk1HTnJLblo0OUR6aGllS3ZoUEZXOHgwSWRYM3pJT29hNHBabw&q=https%3A%2F%2Fthemarkethouse.substack.com%2F&v=bQrI7eyW7ZM] Connect with us on X: https://x.com/the_markethouse [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0tISGg0ZzdhWWVIMmw4MGdISGZYTzBjZWVtZ3xBQ3Jtc0tuTHJvU0Q4Mk1jc1dxZlV1RzZiVFlQeEdjUV9SSHpQTmZ6VnlBUDMya0JVdUdyUXBtMklzXy1XWUdsT1pxWmtucnVtS2tYeklWdFNxZFBvQ0J4Q1FCaHFqRWpCQnc3allwdDhSYng5Z3g2aU9EcDNGbw&q=https%3A%2F%2Fx.com%2Fthe_markethouse&v=bQrI7eyW7ZM]

Episode 57: Setting Up For The Next Big Moves. With Dale Pinkert

Has the market's geopolitical relief rally already run its course? Oil is rising, and stocks are slipping as the US-Iran truce looks increasingly fragile, while Bitcoin has tumbled well below TradeGateHub Coach Dale Pinkert’s key $72,000 level. In this episode, Dale joins Maggie Lake to break down the critical shifts across metals, currencies, ags, stocks, and bonds to help you navigate this volatility.Please note our new summer schedule: Dale joins us every Wednesday from now on, and there will be no Friday episodes of Talking Markets until the autumn.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=QUFFLUhqbEdEMEh4MjMwM01mUmx4UTlBbURfQnQwTGd4d3xBQ3Jtc0tsaXNEUWFYYnkyOS1DNEtDbnpGay1tV0FOcEdUMU1uMHpsVnVyUDRVWFZzMURGZzFxNmVQMHRNLUVyZ0drdkdGYkZ4UVJnMEZVT3ZpZTFVbzV5UWNhNC1aN00tQkhTUEg4Wm1iNU9wdWRaVmxJV1daYw&q=https%3A%2F%2Fthemarkethouse.substack.com%2F&v=iJ3G7UNGeD8] Connect with us on Twitter: https://x.com/the_markethouse [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkxsVHllVnFnSDNmQlpZeFhTVDVUSGJlMlNHQXxBQ3Jtc0tuaVJnVzhXRUEybHJxT0gxMU41MURvbjZlVTRxVjd5R3VxSjhmcmxzd0ZZNTdGcEFub1EyYUVZTkdMWGI1ZkhtdFBKUlVpWnlXV3R5b1dKSDNuTmRhMXJ5MVRod05CUTRvM2EyVmtvX2tTWDA4em5SRQ&q=https%3A%2F%2Fx.com%2Fthe_markethouse&v=iJ3G7UNGeD8] *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice

Episode 56 :Is the "Geriatric" Bull Market in Trouble? With Vincent Deluard

Vincent Deluard, Director of Global Macro at StoneX Group, joins Maggie Lake on Talking Markets today to discuss the warning signs he's seeing in stocks, bonds, and the economy. Could we be heading for a secular bear market this summer? Vincent sees a lot of potential tipping points for that to happen. Follow Vincent on X: https://x.com/VincentDeluard [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbnNZV1hGd3RSbjVCVEhFYnlLdUZUaDV3S0phd3xBQ3Jtc0tsVldSQTU3T3A3M2c0dGxUMXN5MTM3Y19hRVZETDZQanJveklHVFhWUE5abldMWU8zRVZuYV9lSDhkUEM5cWhXZi11TXhTRkZvUHZuTE1FM2RXV2Nka3ZIZjZsTzFlZmJnMTBEdGxUX2YyZTYzeU9Qbw&q=https%3A%2F%2Fx.com%2FVincentDeluard&v=CpNyLn6uoZY]Join us on Substack: https://themarkethouse.substack.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkUtUDdVVm8tOVNxRE5UeXJqTWlLNGpUR2NXUXxBQ3Jtc0trRTRlV2xXWW42VU9FVkpoYkZEM1k2SjRKZzRuWFVlT2dBWmNKZXlSMTZCMHNoa1pheDAzMHBudUF4V20zMnU5NlFNS09nT2tNRHVabHAwb1B6ZG91UUtScURTeFhoVWNHT0Fxa0lrWFdrRnNlM1E2Zw&q=https%3A%2F%2Fthemarkethouse.substack.com%2F&v=CpNyLn6uoZY]Connect with us on Twitter: https://x.com/the_markethouse [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkZoVVFQY1BPaFZKbTBmeVJvV3JCcjFIWWJ4Z3xBQ3Jtc0ttSDVLaVIxbEpESzI0S0hSRHBvcWZTNHFQRUc4NFdmbjVqdmFTa1lRVFhsQzdSaFdCaVFST3ZzSGdhN1Bvcl9kMDhtRXF4LXRBMUxGajFwajZZVHhnVUJaUmY4Rnd5bVVMd25OM1drNjB1bGxReEtLaw&q=https%3A%2F%2Fx.com%2Fthe_markethouse&v=CpNyLn6uoZY]Timestamps:00:00 [https://www.youtube.com/watch?v=CpNyLn6uoZY] – Is the “Geriatric” Bull Market Nearing a Tipping Point?01:40 [https://www.youtube.com/watch?v=CpNyLn6uoZY&t=100s] – Oil Prices, Iran Tensions and Why Markets Aren’t Panicking03:30 [https://www.youtube.com/watch?v=CpNyLn6uoZY&t=210s] – IPO Mania: Could SpaceX Mark the Market Top?05:20 [https://www.youtube.com/watch?v=CpNyLn6uoZY&t=320s] – The Wealth Effect Is Running on Fumes07:50 [https://www.youtube.com/watch?v=CpNyLn6uoZY&t=470s] – Why College-Educated Millennials Are Starting to Crack10:20 [https://www.youtube.com/watch?v=CpNyLn6uoZY&t=620s] – Tax Collections, Savings Rates and Consumer Stress Signals13:00 [https://www.youtube.com/watch?v=CpNyLn6uoZY&t=780s] – The K-Shaped Economy Is Splitting Again15:20 [https://www.youtube.com/watch?v=CpNyLn6uoZY&t=920s] – Permanent Stimulus: Who Really Benefits From Fiscal Spending?18:00 [https://www.youtube.com/watch?v=CpNyLn6uoZY&t=1080s] – Corporate Welfare, AI Spending and Rising Political Tensions20:30 [https://www.youtube.com/watch?v=CpNyLn6uoZY&t=1230s] – Are We Already Living Through Stagflation?23:00 [https://www.youtube.com/watch?v=CpNyLn6uoZY&t=1380s] – Inflation’s Second Wave and Why Markets May Be Misreading It25:10 [https://www.youtube.com/watch?v=CpNyLn6uoZY&t=1510s] – Kevin Warsh’s Fed: Trapped Between Inflation and Growth27:30 [https://www.youtube.com/watch?v=CpNyLn6uoZY&t=1650s] – Bond Yields, Oil Prices and the Global Liquidity Risk29:40 [https://www.youtube.com/watch?v=CpNyLn6uoZY&t=1780s] – SpaceX, OpenAI and the Biggest IPO Wave in History31:50 [https://www.youtube.com/watch?v=CpNyLn6uoZY&t=1910s] – Emerging Markets: Why Vincent Likes Brazil and Colombia33:40 [https://www.youtube.com/watch?v=CpNyLn6uoZY&t=2020s] – Cash, China and Where Investors Can Hide If Markets Roll Over*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.