Episode 52: Which Trade Wins - Commodities or Tech? With Tony Greer

Episode 54: What Wins Fear or Greed? With Quinn Thompson

The tech rally is taking a breather as Nvidia and AMD slide, leaving investors wondering if fear is finally overtaking greed. Today, Quinn Thompson, Founder and CIO of Lekker Capital and author of Lekker Insights, joins Maggie Lake on Talking Markets to break down why he sees extreme tech crowding potentially reaching a dangerous tipping point. Quinn explains how a fragile bond market, a volatile USD/JPY, and a widening K-shaped economic fracture threaten mega-cap equities. He also shares his playbook for the ultimate market rotation, laying out the macro case for long-dated oil and the booming uranium complex.For more from Quinn: https://www.lekkercapital.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblR6azRJUVU1QjJaTnptUnlLUVpQZ0NQUEVVd3xBQ3Jtc0tuOWx1RTY0dHp2Z0lkT0dSZmF5bGJSZ0dBRUdxcDZ0czUwRnVSalVQbFVvLWpfQUI5dTJSeHpLcU1waHNDMTdhOFRQOHFuZGxLT09XbmRNdHFab0xZOE9OMElCWFo0TllhdTZpaXFSOS1mN2NCal82SQ&q=https%3A%2F%2Fwww.lekkercapital.com%2F&v=vULCEl4Vusw] Please support us on Substack: https://themarkethouse.substack.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbXMzN09GQzNxSUFDQkZibG9mbHFUMXV0NmZZd3xBQ3Jtc0tuRzZOWUVaeGhlNVRQa1dtWDBadS13bXRyUXZ2T25GOHRTMWpWNENyWm16LVZ3UHRmSnVZNmVfZUtZM1YxN0hDOHRSVFZjc3BwTVB2MnNHTGkxSFlwTDlVc2JRYkZsZmk3R0Y3Tkd0UDFhVnVZUENZaw&q=https%3A%2F%2Fthemarkethouse.substack.com%2F&v=vULCEl4Vusw] Connect with us on Twitter: https://x.com/the_markethouse [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa2J2U0lZY0NlbUZRbk9vNU9scWpaek11Sjc0QXxBQ3Jtc0ttcjF6SzFxYmxIZGFKUElKQlJUQXdzZldLWmJ1Q2p3ZmpLejRIQkRpejI2ZHZMdmRyb0xoWnVNSHFPZl94S1dRRnhsdmk4R3lmTG1ENGRkSFpENUhKNlZRaXNPMDkxYmFCekZ2dVExQWVEblpEdzlsRQ&q=https%3A%2F%2Fx.com%2Fthe_markethouse&v=vULCEl4Vusw]

Episode 53: Is the S&P Rally A Bull Trap? With Dale Pinkert

Happy Friday... In today’s episode of Talking Markets, TradeGateHub Dale Pinkert joins Maggie Lake to analyze the S&P's extended rally, what the bond market's saying, and what we might expect as Kevin Warsh gets sworn in as the new Fed chair. Also up for discussion: the week in currencies, the lift in space stocks provided by the SpaceX IPO chatter, and the latest on metals, ags, and more. Follow TradeGateHub on YouTube here: ‪‪‪@TradeGateHub‬ [https://www.youtube.com/@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=QUFFLUhqbTJHTGRlNDJjMlFFZ1NfWDNuYzR4MTZMSVVqd3xBQ3Jtc0tsYmhTQ3FHN0NSS0J6UlhPTDN5Nng2eE9rbkhpNFBKNDZsVmdPTlhzLVFZd0ljNkNCRW9VVXNGazIzSW9jX09LRjY2dHViWk5XUlNiZ09BVklQUWp1Mm9JSVV3WG5DNk9JQ3VSNGRJSXRpcFN6Z2hNVQ&q=https%3A%2F%2Fthemarkethouse.substack.com%2F&v=YjVSDAUaRRs] Connect with us on Twitter: https://x.com/the_markethouse [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbm9EUXJaZ01JdVo3ck16VW5tTXRnYkNnNlN3Z3xBQ3Jtc0tsdXBFNXcyV2pRSFlFUjhMeWYtVjA5V1dvVkNiZm9RRVFOQ2FXdnVVNmdSd2ZHbFEwX2dydTVEQzBBX3JVYnBCNVZQUTQ2eVZHOU10M1o0WUZGN1poanFpMi1oS0Z3QWZlaVl5NWRLV2tZZUV6LThHdw&q=https%3A%2F%2Fx.com%2Fthe_markethouse&v=YjVSDAUaRRs] *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice

Episode 52: Which Trade Wins - Commodities or Tech? With Tony Greer

TG's in the Market House! In this episode of Talking Markets, TG Macro founder Tony Greer joins Maggie Lake to break down what he calls a full-blown "cage match" in the markets. Can the tech bubble and the commodity trade continue to occupy the same space at the same time? Tony reveals who survives this brutal macro environment, how he is positioning, and why the cross-asset indicators suggest the market could change character very quickly. Also up for discussion: NVIDIA earnings after the close, and just WTF is happening in the bond market... Follow The Macro Dirt: ‪‪‪‪@MacroDirtCast‬ [https://www.youtube.com/@MacroDirtCast] TG on Substack: https://tgmacro.substack.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGJXSXhfVHFpNGFaN0F6NnBNRTBtS2VHOTROUXxBQ3Jtc0tsWnl1dElDOGF3REd4X3BZT0d1VzZScHBNY3I2N1hZNzBaYjhZNlpBUzFvTjZOdm9oblRzekx0RjMwb1l2aFR1ckJwdV81Z2lhMldfSHpVS28wdy04WnpHdzktUUpOc1BRX1JVVDlFMXNQX2lyVU5lMA&q=https%3A%2F%2Ftgmacro.substack.com%2F&v=o-ffYO6qXkY]Support us on Substack: https://themarkethouse.substack.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa3ExYUlZOWp3Wlh2T19tRk1RUXE4ZlRrRWRUd3xBQ3Jtc0tsT0ppbURIakFDb2dqMGF0LVFTWDM0T3pKc2NiVmVLMkJFeDViVjdNVnVZV3M0TVc5ZXpIZ0NCMXIwY0JQdDdMYm03cGJTTDBXQkVhNHRmZUFiMnNFd2UtajlyYmFoNldJeGtjZm8xQm9rVDdrMmdaYw&q=https%3A%2F%2Fthemarkethouse.substack.com%2F&v=o-ffYO6qXkY] Connect with us on Twitter: https://x.com/the_markethouse [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa20xd1gtbF9TZ05iaWlBZGpUd1NiVkxuQjVHUXxBQ3Jtc0ttRGNRNVpyeHN2NjRGR1hvR0lVZVJYQ0VIZkhtMW5VNVV2SkhlQV9LNjJXRjBQLWxnX3M0TmNKckltMndDRDRLOC1odTQ1M05vbmFsNjE4MnZKN3NRYUFMSXFkQkEySm1YWUxES3Jha0swVlg2anRMVQ&q=https%3A%2F%2Fx.com%2Fthe_markethouse&v=o-ffYO6qXkY] We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Episode 51: Run From Tech Stocks! With George Noble

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 $99 here: https://noble-capevents.com/gn-ml/ [noble-capevents.com] [https://urldefense.com/v3/__https://noble-capevents.com/gn-ml/__;!!AHh8_Z5O2w!nZsVsKiv2bYsJ3i5kwjFVzBLmS1YSkoxHvypCllUx2atF0zizn6ZtII5K06DOSRmuX10sWw4EhHTqZI$]Follow George on Substack here: https://substack.com/@georgenoble [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbHZmek5LOVRQeWxXZ3c1clFWRWhEYmZKZGViQXxBQ3Jtc0tsanFuazZxQmo2eE12N0tQNzBrdlZkWWRBSGlzM2lTRk45UXE1TmpmdHNhSGEyaWlkdGU1cjZNYWd6RkpfSVRmOF9MZnFmc1ItNHJnZ3hqLVlTSGNzSW1FR2xxTTluTXlkQTc2XzFjUVIya3BoRFZXNA&q=https%3A%2F%2Fsubstack.com%2F%40georgenoble&v=ZBkL_Z0z63s]Connect with us on Twitter: https://x.com/the_markethouse [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbWh4STB2bVFKMzFqUW53Z3JSZ0FPNVEwaldjZ3xBQ3Jtc0tuQk51QmdpaGdEdERCYWdrTkdoaTE1b3NsdXZqZjdfMGpzeGVXN2U4UGRTY2R3RV91SHMzUTE4Yk51cU5tenAwbXFvR3ZGeXhVSjRHUzNFY2xyRUpfZldqdlBySW8xQmRwV1VSSXl2am5jOXNrbzBmYw&q=https%3A%2F%2Fx.com%2Fthe_markethouse&v=ZBkL_Z0z63s]Connect with us on Substack: https://themarkethouse.substack.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbE4tWm43bmVFa195VmpGTjlybUdyZXlLWEhnd3xBQ3Jtc0tra0RmSmVmaXJhWkQwZlBQWC1lN3FkeG9welMzTjRaZXpaNzZ2cnVwQVc0Q21EaU52QlpwcEo5TFhxZUc2NW1tbXJrZGFOWlNfcEtTWUpTN2dnb01Ta3dlVXJwS1VoZXRuUUw2b3N2LTFiZ0hGUkhwOA&q=https%3A%2F%2Fthemarkethouse.substack.com%2F&v=ZBkL_Z0z63s]We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Episode 50: Is The Bond Markt Breaking? With Dale Pinkert

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 [https://www.youtube.com/@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=QUFFLUhqbjNLSDVWd2xKZ18wTHBvSHduMS0yamxMcVlBd3xBQ3Jtc0tsY2ZRekJZcjIyc0F5YlVUaFMwQmFzRzdwZFRqZmpNS19DQlQ4TDlNOE5oSV9yTlZrRV9MWXlKZUFKTTFGR3I1c29KNGo1X3h5eWZFcFJPbWQwUWVGcVpFRUxnZ2tVWnRQS1lrbm9Rb28tNG9QTjkxWQ&q=https%3A%2F%2Fthemarkethouse.substack.com%2F&v=sSJqF5kjv20] Connect with us on Twitter: https://x.com/the_markethouse [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbi1tajVpc0ZDNVlhbklUZG56cjFYRGt2ZnVRd3xBQ3Jtc0trQnctWHVjWk01Q3UzZXhIRWNDbHRKbmNteHdLM1dCOVFmemJrcUxKVlBjSUx3YmVDNjNNRzZQZGh1Y2dQU2FKYUcwR1RLV1JaQTRJYnJDME1TbGRDRkxVbHdxcGlKU0Z3MlJBSm5WSWl5bFdEZU10QQ&q=https%3A%2F%2Fx.com%2Fthe_markethouse&v=sSJqF5kjv20] *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice