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

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.

Episode 55: How Low Can Oil Go? With Dale Pinkert

TradeGateHub Coach Dale Pinkert joins Maggie Lake on Talking Markets to break down today's historic market moves. With more talks about an Iran peace deal, the Dow Jones has crossed 51,000 for the first time while oil extended its sharp decline. Dale analyzes the geopolitical impacts on equities and crude, while reviewing his key technical calls. Bitcoin is now inching closer to Dale's 72k target, and the embryonic bull market he predicted for natural gas continues to materialize. Tune in for critical insights on how to position your portfolio during this macro shift.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=QUFFLUhqbTliM2JlanNkNEgxRUZGb2hCUDRHU25nZk5kd3xBQ3Jtc0ttekVoVWxFQVlpc0JSckdaQ1UwQXRLVUR2VDQyNTgwdzU1SEVFRVJMeUljaDJ0b1E3ejlZRy1jeVRlcWlsVDlJei1GMWJNOENERmdfTjVHRjlRWG4tcjdIU3B0OURIdXFuLVpoNHdadDctR1RFZER1OA&q=https%3A%2F%2Fthemarkethouse.substack.com%2F&v=MxqxUCgQ0G4] Connect with us on Twitter: https://x.com/the_markethouse [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkIzMHpSOE5FQ3BSbGpqTnhZc0JGMVhqenBrQXxBQ3Jtc0tsS0tKTGxWeTZDUjRNSmdHc0czcGdKTmxoM2FYRE5odHFTV25aemgycnl2TmdacFlRVGg0dkRFbk9hYWY0TWpMMWZOLTdRdEJjYVBXRVRUMVBrOVN4Nk5VbXV1M0x1WnRwWTFkUEVFSnk3ZHZEYWpldw&q=https%3A%2F%2Fx.com%2Fthe_markethouse&v=MxqxUCgQ0G4]

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.