Maggie Lake Talking Markets

Dale Pinkert, trading coach and market analyst at TradeGateHub, offers sharp technical reads on metals, currencies, and commodities. He breaks down silver's parabolic reversal and where gold may bottom. He maps dollar setups and retracement plays, flags semis and MAG7 vulnerability, and highlights an agriculture breakout in wheat, beans, and corn.

Peter Boockvar, CIO of One Point BFG Wealth Partners and author of The Boock Report, offers macro and market analysis. He breaks down the Fed holding rates and its market fallout. They discuss the AI-led tech trade, a weaker dollar and international outperformance, rising commodities and metals, and risks from tariffs, JGBs and capital repatriation.

Doomberg, newsletter author known for commodity and geopolitical analysis, joins to dissect surging metals and energy moves. He unpacks the rapid gold and silver rallies, natural gas spikes, and what market positioning says about risk. Conversation also touches on oil supply dynamics, Europe's energy fragility, and AI’s disruptive bubble. Short, sharp takes on where markets may be shifting.

Dale Pinkert, trading coach at TradeGateHub known for FX, commodities and energy analysis. He breaks down silver’s parabolic blow-off and where metals might correct. He maps key dollar pivots and explains how dollar moves steer commodities and equities. He flags tech and small-cap vulnerabilities, copper downside, and tells you what to watch next in FX, energy and risk positioning.

Kevin Muir, author of The Macro Tourist and a keen observer of global financial flows, shares his insights on the market's shifting landscape. He suggests that silver may have peaked and discusses why Canadian energy is a smart investment. Kevin delves into the implications of the U.S. current account deficit and warns of risks if the AI boom fades. He believes a rotation from tech-heavy stocks is underway, recommending a shift towards small caps and resources, while cautioning against the unique risks facing U.S. assets.

Dale Pinkert, a trading coach at TradeGateHub, dives deep into market dynamics. He shares his insights on oil, suggesting a bullish outlook tied to geopolitical tensions. The discussion covers the complexities of trading amid fast-moving headlines, with Dale advocating for strategic moves in commodities. He believes silver is vulnerable but sees potential in oil and natural gas. Plus, he analyzes the dollar's strength and shares thoughts on China’s equity weakness, offering listeners a wealth of actionable trading strategies.

Tony Greer, Founder of TGMacro and an expert macro trader, joins to discuss the surging metals market, attributing the rally to geopolitical risks and strategic inflows. He elaborates on managing extraordinary gains in metals while balancing risk. The conversation explores silver's bullish trend despite market noise, gold's rise driven by safety demands, and a broader commodity rotation including oil and uranium. Greer also shares insights on financial sectors, advice for reallocating profits, and his views on cryptocurrency trading.

Corvin Codirla, an investment banking and hedge fund veteran turned quantitative trading educator, dives into the complexities of modern trading. He discusses the significance of stress-testing portfolios amid market volatility and the common pitfalls traders face, especially in a high-excitement environment. Corvin also explores the effectiveness of trend following and offers insights on the potential bubble in the US equity market. He emphasizes the value of diversification beyond traditional portfolios and shares the role of sentiment-gauging tools like Polymarket.

Join trading coach Dale Pinkert as he dives into the current market landscape with Maggie Lake. With a keen eye on technical analysis, he discusses factors influencing oil, Bitcoin as a risk indicator, and the implications of dollar movements. Dale cautions on semiconductor stocks like Micron and ASML, highlights bond market potential, and evaluates housing risks. He offers insights on tradeable bottoms versus risky picks and shares his thoughts on gold and silver strategies. Packed with market wisdom, this conversation is a must-listen for traders!

Vincent Deluard, Director of Global Macro Strategy at StoneX Group, is a leading macro strategist known for his insights on market trends. In this discussion, he dives into Venezuela's impact on Latin American markets and why he believes energy is the standout trade for 2026. Vincent also shares predictions about a resilient labor market and a dovish Federal Reserve, while exploring hot tips on gold, China, and European fixed income. An engaging mix of current events and future forecasts awaits!